Cross Staff Investments’s Phillips 66 PSX Stock Holding History

Cross Staff Investments’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	$399K	Hold	2,363	–	–	0.22%	91
2026 Q1	$430K	Hold	2,363	–	–	0.22%	87
2025 Q4	$305K	Hold	2,363	–	–	0.17%	110
2025 Q3	$321K	Hold	2,363	–	–	0.22%	103
2025 Q2	$282K	Hold	2,363	–	–	0.21%	108
2025 Q1	$292K	Hold	2,363	–	–	0.22%	101
2024 Q4	$269K	Hold	2,363	–	–	0.19%	104
2024 Q3	$311K	Buy	2,363 +154	+7%	+$20.8K	0.24%	99
2024 Q2	$312K	Hold	2,209	–	–	0.26%	93
2024 Q1	$361K	Hold	2,209	–	–	0.3%	91
2023 Q4	$294K	Hold	2,209	–	–	0.26%	100
2023 Q3	$265K	Hold	2,209	–	–	0.26%	96
2023 Q2	$211K	Hold	2,209	–	–	0.19%	111
2023 Q1	$224K	Hold	2,209	–	–	0.22%	109
2022 Q4	$230K	Buy	+2,209	New	+$226K	0.24%	106

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Cross Staff Investments's PSX Position: Q2 2026 in Review

Cross Staff Investments held its Phillips 66 (PSX) position steady in Q2 2026 at 2,363 shares worth $399K. The position accounts for 0.22% of the portfolio, ranked #91.

Cross Staff Investments first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cross Staff Investments held 2,363 shares of Phillips 66 worth $399K as of Q2 2026.
Cross Staff Investments left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.22% of Cross Staff Investments's portfolio in Q2 2026, its #91 holding.
Cross Staff Investments first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Cross Staff Investments's Phillips 66 position peaked at $430K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.