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Congress Park Capital’s Phillips 66 PSX Stock Holding History

Congress Park Capital’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,140
Closed -$208K – 142
2026
Q1 		$208K Buy
+1,140
New +$179K 0.06% 128
2022
Q1 		– Sell
-3,890
Closed -$282K – 155
2021
Q4 		$282K Sell
3,890
-1,250
-24% -$94.5K 0.14% 111
2021
Q3 		$360K Sell
5,140
-500
-9% -$36.2K 0.18% 97
2021
Q2 		$484K Sell
5,640
-500
-8% -$42.2K 0.24% 82
2021
Q1 		$501K Hold
6,140
– – 0.28% 78
2020
Q4 		$429K Buy
+6,140
New +$360K 0.25% 76
2020
Q2 		– Sell
-3,890
Closed -$209K – 98
2020
Q1 		$209K Sell
3,890
-50
-1% -$4.07K 0.19% 79
2019
Q4 		$439K Hold
3,940
– – 0.32% 64
2019
Q3 		$403K Sell
3,940
-100
-2% -$10K 0.34% 57
2019
Q2 		$413K Sell
4,040
-105
-3% -$9.42K 0.33% 60
2019
Q1 		$394K Buy
4,145
+1
+0% +$95 0.34% 65
2018
Q4 		$357K Buy
4,144
+1
+0% +$98 0.39% 59
2018
Q3 		$467K Buy
4,143
+1
+0% +$116 0.42% 60
2018
Q2 		$465K Buy
4,142
+1
+0% +$112 0.45% 59
2018
Q1 		$397K Sell
4,141
-450
-10% -$43.8K 0.41% 60
2017
Q4 		$464K Buy
+4,591
New +$436K 0.47% 60

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Park Capital's PSX Position: Q2 2026 in Review

Congress Park Capital sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,140 shares — an estimated $208K sold.

Congress Park Capital first reported a position in PSX in Q4 2017 and held it in 16 quarters. The position peaked at $501K in Q1 2021. 929 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Congress Park Capital reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Congress Park Capital sold 1,140 Phillips 66 shares in Q2 2026, an estimated $208K.
  • Congress Park Capital first reported a position in Phillips 66 in Q4 2017 and held it in 16 quarters.
  • Congress Park Capital's Phillips 66 position peaked at $501K in Q1 2021.
  • 929 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.