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Connecticut Wealth Management’s Phillips 66 PSX Stock Holding History

Connecticut Wealth Management’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 		$464K Hold
2,743
– – 0.02% 246
2026
Q1 		$500K Hold
2,743
– – 0.02% 228
2025
Q4 		$354K Sell
2,743
-1,787
-39% -$241K 0.02% 251
2025
Q3 		$616K Hold
4,530
– – 0.03% 212
2025
Q2 		$540K Sell
4,530
-5
-0.1% -$560 0.03% 211
2025
Q1 		$560K Sell
4,535
-26
-0.6% -$3.2K 0.03% 200
2024
Q4 		$520K Sell
4,561
-2,400
-34% -$305K 0.03% 183
2024
Q3 		$915K Sell
6,961
-145
-2% -$19.6K 0.04% 160
2024
Q2 		$1M Buy
7,106
+107
+2% +$15.8K 0.05% 149
2024
Q1 		$1.14M Sell
6,999
-151
-2% -$21.8K 0.06% 134
2023
Q4 		$952K Sell
7,150
-2,248
-24% -$269K 0.05% 149
2023
Q3 		$1.13M Buy
9,398
+282
+3% +$31.7K 0.08% 107
2023
Q2 		$869K Sell
9,116
-140
-2% -$13.6K 0.06% 106
2023
Q1 		$938K Buy
9,256
+145
+2% +$14.7K 0.07% 101
2022
Q4 		$948K Sell
9,111
-1,491
-14% -$153K 0.08% 86
2022
Q3 		$856K Sell
10,602
-3,763
-26% -$321K 0.08% 86
2022
Q2 		$1.18M Buy
14,365
+344
+2% +$31.8K 0.1% 76
2022
Q1 		$1.21M Hold
14,021
– – 0.09% 82
2021
Q4 		$1.02M Sell
14,021
-126
-0.9% -$9.52K 0.08% 85
2021
Q3 		$991K Buy
14,147
+40
+0.3% +$2.9K 0.09% 83
2021
Q2 		$1.21M Sell
14,107
-629
-4% -$53.1K 0.11% 77
2021
Q1 		$1.2M Hold
14,736
– – 0.11% 59
2020
Q4 		$1.03M Sell
14,736
-3,302
-18% -$194K 0.11% 72
2020
Q3 		$935K Buy
18,038
+480
+3% +$29.3K 0.1% 84
2020
Q2 		$1.26M Buy
17,558
+2,821
+19% +$200K 0.16% 55
2020
Q1 		$791K Hold
14,737
– – 0.12% 75
2019
Q4 		$1.64M Sell
14,737
-855
-5% -$96.1K 0.18% 61
2019
Q3 		$1.6M Buy
15,592
+125
+0.8% +$12.5K 0.2% 61
2019
Q2 		$1.45M Buy
+15,467
New +$1.39M 0.18% 64

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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

Connecticut Wealth Management's PSX Position: Q2 2026 in Review

Connecticut Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,743 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #246.

Connecticut Wealth Management first reported a position in PSX in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.64M in Q4 2019. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Connecticut Wealth Management held 2,743 shares of Phillips 66 worth $464K as of Q2 2026.
  • Connecticut Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Connecticut Wealth Management first reported a position in Phillips 66 in Q2 2019 and has held it in 29 quarters since.
  • Connecticut Wealth Management's Phillips 66 position peaked at $1.64M in Q4 2019.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.