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CWA Asset Management Group’s Phillips 66 PSX Stock Holding History

CWA Asset Management Group’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 		$585K Buy
3,461
+31
+0.9% +$5.34K 0.02% 476
2026
Q1 		$625K Buy
3,430
+94
+3% +$14.7K 0.02% 449
2025
Q4 		$431K Sell
3,336
-14
-0.4% -$1.88K 0.02% 485
2025
Q3 		$456K Buy
3,350
+47
+1% +$6.02K 0.02% 486
2025
Q2 		$394K Buy
3,303
+1,179
+56% +$132K 0.02% 479
2025
Q1 		$262K Sell
2,124
-1,784
-46% -$220K 0.01% 529
2024
Q4 		$445K Buy
3,908
+2,055
+111% +$261K 0.02% 406
2024
Q3 		$244K Buy
+1,853
New +$250K 0.01% 521
2024
Q1 		$378K Sell
2,314
-556
-19% -$80.1K 0.02% 366
2023
Q4 		$382K Buy
2,870
+962
+50% +$115K 0.03% 287
2023
Q3 		$229K Sell
1,908
-4,129
-68% -$463K 0.02% 326
2023
Q2 		$576K Buy
6,037
+287
+5% +$27.9K 0.04% 196
2023
Q1 		$583K Buy
5,750
+802
+16% +$81.5K 0.04% 177
2022
Q4 		$515K Buy
4,948
+725
+17% +$74.2K 0.04% 189
2022
Q3 		$341K Buy
4,223
+1,317
+45% +$112K 0.03% 218
2022
Q2 		$238K Buy
+2,906
New +$269K 0.02% 264
2019
Q3 		– Sell
-2,495
Closed -$233K – 238
2019
Q2 		$233K Buy
+2,495
New +$224K 0.04% 201

Other funds holding PSX

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
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
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

CWA Asset Management Group's PSX Position: Q2 2026 in Review

CWA Asset Management Group increased its Phillips 66 (PSX) stake by 0.9% in Q2 2026, buying an estimated $5.34K and bringing the position to 3,461 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #476.

CWA Asset Management Group first reported a position in PSX in Q2 2019 and has held it in 17 quarters since. The position peaked at $625K in Q1 2026. 655 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CWA Asset Management Group held 3,461 shares of Phillips 66 worth $585K as of Q2 2026.
  • CWA Asset Management Group bought 31 Phillips 66 shares in Q2 2026, an estimated $5.34K.
  • Phillips 66 made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #476 holding.
  • CWA Asset Management Group first reported a position in Phillips 66 in Q2 2019 and has held it in 17 quarters since.
  • CWA Asset Management Group's Phillips 66 position peaked at $625K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.