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Courier Capital’s Phillips 66 PSX Stock Holding History

Courier Capital’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 		$554K Hold
3,277
– – 0.03% 272
2026
Q1 		$597K Hold
3,277
– – 0.03% 254
2025
Q4 		$423K Hold
3,277
– – 0.02% 290
2025
Q3 		$446K Sell
3,277
-104
-3% -$13.3K 0.03% 288
2025
Q2 		$403K Hold
3,381
– – 0.02% 300
2025
Q1 		$417K Hold
3,381
– – 0.03% 287
2024
Q4 		$385K Sell
3,381
-147
-4% -$18.7K 0.03% 288
2024
Q3 		$464K Hold
3,528
– – 0.03% 254
2024
Q2 		$498K Hold
3,528
– – 0.04% 225
2024
Q1 		$576K Hold
3,528
– – 0.04% 228
2023
Q4 		$470K Hold
3,528
– – 0.04% 244
2023
Q3 		$424K Sell
3,528
-100
-3% -$11.2K 0.04% 251
2023
Q2 		$346K Buy
+3,628
New +$353K 0.03% 288
2018
Q2 		– Sell
-2,468
Closed -$237K – 298
2018
Q1 		$237K Buy
2,468
+1
+0% +$97 0.03% 256
2017
Q4 		$250K Sell
2,467
-180
-7% -$17.1K 0.03% 253
2017
Q3 		$242K Buy
2,647
+201
+8% +$17K 0.03% 243
2017
Q2 		$202K Buy
+2,446
New +$192K 0.03% 268
2017
Q1 		– Sell
-2,525
Closed -$218K – 274
2016
Q4 		$218K Sell
2,525
-499
-17% -$41.5K 0.04% 239
2016
Q3 		$244K Sell
3,024
-1,064
-26% -$82.7K 0.05% 233
2016
Q2 		$324K Buy
4,088
+1,064
+35% +$86.9K 0.06% 210
2016
Q1 		$262K Buy
3,024
+100
+3% +$8.13K 0.05% 231
2015
Q4 		$239K Hold
2,924
– – 0.05% 231
2015
Q3 		$225K Hold
2,924
– – 0.05% 231
2015
Q2 		$236K Buy
2,924
+81
+3% +$6.44K 0.05% 236
2015
Q1 		$223K Buy
+2,843
New +$209K 0.04% 253
2014
Q3 		– Sell
-2,654
Closed -$213K – 290
2014
Q2 		$213K Sell
2,654
-57
-2% -$4.7K 0.04% 269
2014
Q1 		$209K Hold
2,711
– – 0.04% 263
2013
Q4 		$209K Sell
2,711
-1,159
-30% -$77.3K 0.04% 258
2013
Q3 		$224K Buy
+3,870
New +$224K 0.05% 243

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Courier Capital's PSX Position: Q2 2026 in Review

Courier Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 3,277 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #272.

Courier Capital first reported a position in PSX in Q3 2013 and has held it in 29 quarters since. The position peaked at $597K in Q1 2026. 953 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Courier Capital held 3,277 shares of Phillips 66 worth $554K as of Q2 2026.
  • Courier Capital left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Courier Capital's portfolio in Q2 2026, its #272 holding.
  • Courier Capital first reported a position in Phillips 66 in Q3 2013 and has held it in 29 quarters since.
  • Courier Capital's Phillips 66 position peaked at $597K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.