Crescent Sterling’s Phillips 66 PSX Stock Holding History

Crescent Sterling’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	$1.96M	Sell	11,579 -310	-3%	-$53.4K	1.75%	17
2026 Q1	$2.17M	Sell	11,889 -170	-1%	-$26.6K	2.1%	16
2025 Q4	$1.56M	Sell	12,059 -248	-2%	-$33.4K	1.6%	19
2025 Q3	$1.67M	Sell	12,307 -634	-5%	-$81.2K	1.76%	17
2025 Q2	$1.54M	Sell	12,941 -1,806	-12%	-$202K	1.73%	18
2025 Q1	$1.82M	Sell	14,747 -25	-0.2%	-$3.08K	1.87%	16
2024 Q4	$1.68M	Sell	14,772 -162	-1%	-$20.6K	1.73%	19
2024 Q3	$1.96M	Sell	14,934 -27	-0.2%	-$3.65K	1.87%	18
2024 Q2	$2.11M	Sell	14,961 -1,022	-6%	-$151K	2.02%	16
2024 Q1	$2.61M	Sell	15,983 -55	-0.3%	-$7.93K	2.38%	16
2023 Q4	$2.14M	Sell	16,038 -696	-4%	-$83.2K	2.13%	18
2023 Q3	$2.01M	Sell	16,734 -586	-3%	-$65.8K	2.13%	17
2023 Q2	$1.65M	Buy	17,320 +319	+2%	+$31K	1.57%	22
2023 Q1	$1.72M	Buy	17,001 +420	+3%	+$42.7K	1.67%	19
2022 Q4	$1.73M	Buy	+16,581	New	+$1.7M	1.85%	18

Other funds holding PSX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Crescent Sterling's PSX Position: Q2 2026 in Review

Crescent Sterling reduced its Phillips 66 (PSX) stake by 2.6% in Q2 2026, selling an estimated $53.4K and leaving 11,579 shares worth $1.96M. The position accounts for 1.75% of the portfolio, ranked #17.

Crescent Sterling first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.61M in Q1 2024. 565 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Crescent Sterling held 11,579 shares of Phillips 66 worth $1.96M as of Q2 2026.
Crescent Sterling sold 310 Phillips 66 shares in Q2 2026, an estimated $53.4K.
Phillips 66 made up 1.75% of Crescent Sterling's portfolio in Q2 2026, its #17 holding.
Crescent Sterling first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Crescent Sterling's Phillips 66 position peaked at $2.61M in Q1 2024.
565 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.