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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CoreFirst Bank & Trust's PSX Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its Phillips 66 (PSX) stake by 0.4% in Q1 2026, buying an estimated $1.57K and bringing the position to 2,508 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #73.

CoreFirst Bank & Trust first reported a position in PSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $558K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • CoreFirst Bank & Trust held 2,508 shares of Phillips 66 worth $457K as of Q1 2026.
  • CoreFirst Bank & Trust bought 10 Phillips 66 shares in Q1 2026, an estimated $1.57K.
  • Phillips 66 made up 0.24% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #73 holding.
  • CoreFirst Bank & Trust first reported a position in Phillips 66 in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's Phillips 66 position peaked at $558K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.