Cromwell Holdings’s Phillips 66 PSX Stock Holding History

Cromwell Holdings’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	$258K	Buy	1,529 +65	+4%	+$11.2K	0.12%	156
2026 Q1	$267K	Hold	1,464	–	–	0.15%	133
2025 Q4	$189K	Hold	1,464	–	–	0.1%	190
2025 Q3	$199K	Hold	1,464	–	–	0.11%	182
2025 Q2	$175K	Buy	1,464 +68	+5%	+$7.62K	0.11%	193
2025 Q1	$172K	Hold	1,396	–	–	0.11%	183
2024 Q4	$159K	Hold	1,396	–	–	0.09%	202
2024 Q3	$184K	Hold	1,396	–	–	0.12%	168
2024 Q2	$197K	Buy	+1,396	New	+$207K	0.12%	154

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

Cromwell Holdings's PSX Position: Q2 2026 in Review

Cromwell Holdings increased its Phillips 66 (PSX) stake by 4.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,529 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #156.

Cromwell Holdings first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $267K in Q1 2026. 561 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cromwell Holdings held 1,529 shares of Phillips 66 worth $258K as of Q2 2026.
Cromwell Holdings bought 65 Phillips 66 shares in Q2 2026, an estimated $11.2K.
Phillips 66 made up 0.12% of Cromwell Holdings's portfolio in Q2 2026, its #156 holding.
Cromwell Holdings first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Phillips 66 position peaked at $267K in Q1 2026.
561 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.