Diversified Enterprises’s Phillips 66 PSX Stock Holding History

Diversified Enterprises’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	$444K	Buy	2,628 +27	+1%	+$4.65K	0.02%	262
2026 Q1	$474K	Buy	2,601 +179	+7%	+$28K	0.03%	248
2025 Q4	$313K	Buy	2,422 +307	+15%	+$41.3K	0.02%	290
2025 Q3	$288K	Sell	2,115 -46	-2%	-$5.89K	0.02%	250
2025 Q2	$258K	Sell	2,161 -85	-4%	-$9.52K	0.02%	252
2025 Q1	$277K	Buy	2,246 +333	+17%	+$41K	0.02%	243
2024 Q4	$218K	Buy	1,913 +1	+0.1%	+$127	0.02%	221
2024 Q3	$251K	Buy	+1,912	New	+$258K	0.03%	200

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

Diversified Enterprises's PSX Position: Q2 2026 in Review

Diversified Enterprises increased its Phillips 66 (PSX) stake by 1% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,628 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #262.

Diversified Enterprises first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $474K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Diversified Enterprises held 2,628 shares of Phillips 66 worth $444K as of Q2 2026.
Diversified Enterprises bought 27 Phillips 66 shares in Q2 2026, an estimated $4.65K.
Phillips 66 made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #262 holding.
Diversified Enterprises first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's Phillips 66 position peaked at $474K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.