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Costello Asset Management’s Phillips 66 PSX Stock Holding History

Costello Asset 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 		– Sell
-100
Closed -$18.2K – 721
2026
Q1 		$18.2K Hold
100
– – 0.01% 402
2025
Q4 		$12.9K Sell
100
-300
-75% -$40.4K ﹤0.01% 430
2025
Q3 		$54.4K Hold
400
– – 0.02% 225
2025
Q2 		$47.7K Hold
400
– – 0.02% 238
2025
Q1 		$49.4K Buy
+400
New +$49.3K 0.02% 226

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Costello Asset Management's PSX Position: Q2 2026 in Review

Costello Asset Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 100 shares — an estimated $18.2K sold.

Costello Asset Management first reported a position in PSX in Q1 2025 and held it in 5 quarters. The position peaked at $54.4K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Costello Asset Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Costello Asset Management sold 100 Phillips 66 shares in Q2 2026, an estimated $18.2K.
  • Costello Asset Management first reported a position in Phillips 66 in Q1 2025 and held it in 5 quarters.
  • Costello Asset Management's Phillips 66 position peaked at $54.4K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.