CoreFirst Bank & Trust’s Phillips 66 PSX Stock Holding History

CoreFirst Bank & Trust’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	$424K	Hold	2,508	–	–	0.21%	78
2026 Q1	$457K	Buy	2,508 +10	+0.4%	+$1.57K	0.24%	73
2025 Q4	$322K	Sell	2,498 -220	-8%	-$29.6K	0.17%	90
2025 Q3	$370K	Hold	2,718	–	–	0.2%	87
2025 Q2	$324K	Sell	2,718 -430	-14%	-$48.2K	0.18%	96
2025 Q1	$389K	Hold	3,148	–	–	0.25%	80
2024 Q4	$359K	Hold	3,148	–	–	0.21%	89
2024 Q3	$414K	Hold	3,148	–	–	0.24%	83
2024 Q2	$444K	Sell	3,148 -270	-8%	-$40K	0.3%	77
2024 Q1	$558K	Sell	3,418 -25	-0.7%	-$3.6K	0.35%	68
2023 Q4	$458K	Hold	3,443	–	–	0.3%	77
2023 Q3	$414K	Buy	3,443 +44	+1%	+$4.94K	0.29%	84
2023 Q2	$324K	Sell	3,399 -44	-1%	-$4.28K	0.23%	99
2023 Q1	$349K	Hold	3,443	–	–	0.25%	93
2022 Q4	$358K	Hold	3,443	–	–	0.27%	89
2022 Q3	$278K	Sell	3,443 -2	-0.1%	-$170	0.24%	91
2022 Q2	$282K	Buy	3,445 +300	+10%	+$27.8K	0.22%	98
2022 Q1	$272K	Sell	3,145 -20	-0.6%	-$1.68K	0.19%	112
2021 Q4	$229K	Sell	3,165 -1,271	-29%	-$96.1K	0.15%	126
2021 Q3	$311K	Sell	4,436 -753	-15%	-$54.5K	0.22%	105
2021 Q2	$445K	Hold	5,189	–	–	0.3%	80
2021 Q1	$423K	Sell	5,189 -300	-5%	-$23.5K	0.29%	81
2020 Q4	$384K	Buy	+5,489	New	+$322K	0.28%	75

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CoreFirst Bank & Trust's PSX Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Phillips 66 (PSX) position steady in Q2 2026 at 2,508 shares worth $424K. The position accounts for 0.21% of the portfolio, ranked #78.

CoreFirst Bank & Trust first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $558K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

CoreFirst Bank & Trust held 2,508 shares of Phillips 66 worth $424K as of Q2 2026.
CoreFirst Bank & Trust left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.21% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #78 holding.
CoreFirst Bank & Trust first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
CoreFirst Bank & Trust's Phillips 66 position peaked at $558K in Q1 2024.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.