Defender Capital’s Phillips 66 PSX Stock Holding History

Defender 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	$344K	Hold	2,036	–	–	0.11%	31
2026 Q1	$371K	Hold	2,036	–	–	0.13%	26
2025 Q4	$263K	Buy	+2,036	New	+$274K	0.09%	32
2025 Q3	–	Sell	-2,036	Closed	-$243K	–	29
2025 Q2	$243K	Hold	2,036	–	–	0.08%	34
2025 Q1	$252K	Sell	2,036 -40	-2%	-$4.93K	0.1%	31
2024 Q4	$237K	Hold	2,076	–	–	0.09%	34
2024 Q3	$273K	Buy	2,076 +3	+0.1%	+$405	0.09%	29
2024 Q2	$293K	Hold	2,073	–	–	0.1%	29
2024 Q1	$339K	Buy	2,073 +37	+2%	+$5.33K	0.12%	25
2023 Q4	$271K	Hold	2,036	–	–	0.1%	30
2023 Q3	$245K	Buy	+2,036	New	+$229K	0.09%	33
2023 Q2	–	Sell	-2,036	Closed	-$206K	–	41
2023 Q1	$206K	Hold	2,036	–	–	0.07%	37
2022 Q4	$212K	Buy	+2,036	New	+$208K	0.09%	30

Other funds holding PSX

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Defender Capital's PSX Position: Q2 2026 in Review

Defender Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 2,036 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #31.

Defender Capital first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $371K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Defender Capital held 2,036 shares of Phillips 66 worth $344K as of Q2 2026.
Defender Capital left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.11% of Defender Capital's portfolio in Q2 2026, its #31 holding.
Defender Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
Defender Capital's Phillips 66 position peaked at $371K in Q1 2026.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.