Country Trust Bank’s Phillips 66 PSX Stock Holding History

Country Trust Bank’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	$44K	Hold	260	–	–	﹤0.01%	217
2026 Q1	$47.4K	Sell	260 -61	-19%	-$9.56K	﹤0.01%	194
2025 Q4	$41.4K	Hold	321	–	–	﹤0.01%	205
2025 Q3	$43.7K	Buy	321 +211	+192%	+$27K	﹤0.01%	213
2025 Q2	$13.1K	Buy	+110	New	+$12.3K	﹤0.01%	287
2025 Q1	–	Sell	-19	Closed	-$2.17K	–	423
2024 Q4	$2.17K	Hold	19	–	–	﹤0.01%	304
2024 Q3	$2.5K	Sell	19 -48	-72%	-$6.48K	﹤0.01%	302
2024 Q2	$9.46K	Hold	67	–	–	﹤0.01%	250
2024 Q1	$10.9K	Buy	67 +48	+253%	+$6.92K	﹤0.01%	226
2023 Q4	$2.53K	Hold	19	–	–	﹤0.01%	288
2023 Q3	$2.28K	Sell	19 -250	-93%	-$28.1K	﹤0.01%	287
2023 Q2	$25.7K	Buy	269 +250	+1,316%	+$24.3K	﹤0.01%	201
2023 Q1	$1.93K	Buy	+19	New	+$1.93K	﹤0.01%	279
2022 Q1	–	Sell	-100	Closed	-$7K	–	476
2021 Q4	$7K	Sell	100 -50	-33%	-$3.78K	﹤0.01%	371
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	323
2021 Q2	$13K	Hold	150	–	–	﹤0.01%	293
2021 Q1	$12K	Hold	150	–	–	﹤0.01%	282
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	280
2020 Q3	$8K	Buy	150 +50	+50%	+$3.05K	﹤0.01%	258
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	231
2020 Q1	$5K	Sell	100 -64	-39%	-$5.21K	﹤0.01%	246
2019 Q4	$18K	Sell	164 -11	-6%	-$1.24K	﹤0.01%	201
2019 Q3	$18K	Hold	175	–	–	﹤0.01%	195
2019 Q2	$16K	Hold	175	–	–	﹤0.01%	189
2019 Q1	$17K	Sell	175 -66	-27%	-$6.27K	﹤0.01%	192
2018 Q4	$21K	Hold	241	–	–	﹤0.01%	192
2018 Q3	$27K	Hold	241	–	–	﹤0.01%	171
2018 Q2	$27K	Buy	241 +75	+45%	+$8.43K	﹤0.01%	166
2018 Q1	$16K	Hold	166	–	–	﹤0.01%	198
2017 Q4	$17K	Hold	166	–	–	﹤0.01%	179
2017 Q3	$15K	Hold	166	–	–	﹤0.01%	177
2017 Q2	$14K	Buy	166 +66	+66%	+$5.18K	﹤0.01%	174
2017 Q1	$8K	Hold	100	–	–	﹤0.01%	170
2016 Q4	$9K	Hold	100	–	–	﹤0.01%	186
2016 Q3	$8K	Sell	100 -600	-86%	-$46.6K	﹤0.01%	185
2016 Q2	$56K	Hold	700	–	–	﹤0.01%	130
2016 Q1	$61K	Hold	700	–	–	﹤0.01%	130
2015 Q4	$57K	Hold	700	–	–	﹤0.01%	131
2015 Q3	$54K	Hold	700	–	–	﹤0.01%	130
2015 Q2	$56K	Hold	700	–	–	﹤0.01%	140
2015 Q1	$55K	Hold	700	–	–	﹤0.01%	129
2014 Q4	$50.2K	Hold	700	–	–	﹤0.01%	129
2014 Q3	$56.9K	Hold	700	–	–	﹤0.01%	128
2014 Q2	$56.3K	Buy	+700	New	+$57.7K	﹤0.01%	130

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

Country Trust Bank's PSX Position: Q2 2026 in Review

Country Trust Bank held its Phillips 66 (PSX) position steady in Q2 2026 at 260 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Country Trust Bank first reported a position in PSX in Q2 2014 and has held it in 44 quarters since. The position peaked at $61K in Q1 2016. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Country Trust Bank held 260 shares of Phillips 66 worth $44K as of Q2 2026.
Country Trust Bank left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #217 holding.
Country Trust Bank first reported a position in Phillips 66 in Q2 2014 and has held it in 44 quarters since.
Country Trust Bank's Phillips 66 position peaked at $61K in Q1 2016.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.