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Cookson Peirce & Co’s Phillips 66 PSX Stock Holding History

Cookson Peirce & Co’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 		$594K Buy
3,512
+172
+5% +$29.6K 0.02% 239
2026
Q1 		$608K Buy
3,340
+332
+11% +$52K 0.03% 221
2025
Q4 		$388K Buy
3,008
+1,015
+51% +$137K 0.02% 246
2025
Q3 		$271K Buy
+1,993
New +$255K 0.01% 274
2025
Q2 		– Sell
-6,366
Closed -$786K – 311
2025
Q1 		$786K Buy
6,366
+974
+18% +$120K 0.04% 171
2024
Q4 		$614K Sell
5,392
-940
-15% -$120K 0.03% 189
2024
Q3 		$832K Sell
6,332
-306,545
-98% -$41.4M 0.04% 120
2024
Q2 		$44.2M Buy
312,877
+30,674
+11% +$4.54M 2.13% 13
2024
Q1 		$46.1M Buy
282,203
+70,725
+33% +$10.2M 2.46% 10
2023
Q4 		$28.2M Buy
211,478
+202,754
+2,324% +$24.2M 1.7% 17
2023
Q3 		$1.05M Buy
8,724
+226
+3% +$25.4K 0.07% 103
2023
Q2 		$811K Buy
8,498
+1,682
+25% +$164K 0.05% 113
2023
Q1 		$691K Buy
6,816
+2,357
+53% +$240K 0.04% 126
2022
Q4 		$464K Buy
4,459
+575
+15% +$58.8K 0.03% 142
2022
Q3 		$314K Buy
3,884
+352
+10% +$30K 0.02% 154
2022
Q2 		$290K Buy
+3,532
New +$327K 0.02% 168
2018
Q4 		– Sell
-3,995
Closed -$450K – 166
2018
Q3 		$450K Buy
3,995
+55
+1% +$6.36K 0.04% 111
2018
Q2 		$443K Buy
+3,940
New +$443K 0.04% 111

Other funds holding PSX

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
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Cookson Peirce & Co's PSX Position: Q2 2026 in Review

Cookson Peirce & Co increased its Phillips 66 (PSX) stake by 5.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,512 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #239.

Cookson Peirce & Co first reported a position in PSX in Q2 2018 and has held it in 18 quarters since. The position peaked at $46.1M in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cookson Peirce & Co held 3,512 shares of Phillips 66 worth $594K as of Q2 2026.
  • Cookson Peirce & Co bought 172 Phillips 66 shares in Q2 2026, an estimated $29.6K.
  • Phillips 66 made up 0.02% of Cookson Peirce & Co's portfolio in Q2 2026, its #239 holding.
  • Cookson Peirce & Co first reported a position in Phillips 66 in Q2 2018 and has held it in 18 quarters since.
  • Cookson Peirce & Co's Phillips 66 position peaked at $46.1M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.