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Exeter Financial’s Phillips 66 PSX Stock Holding History

Exeter Financial’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 		$2.38M Sell
14,085
-490
-3% -$84.3K 0.91% 41
2026
Q1 		$2.66M Sell
14,575
-150
-1% -$23.5K 1.08% 36
2025
Q4 		$1.9M Hold
14,725
– – 0.81% 41
2025
Q3 		$2M Hold
14,725
– – 0.87% 41
2025
Q2 		$1.76M Buy
14,725
+1,785
+14% +$200K 0.78% 49
2025
Q1 		$1.6M Buy
12,940
+210
+2% +$25.9K 0.72% 49
2024
Q4 		$1.45M Buy
12,730
+1,675
+15% +$213K 0.66% 49
2024
Q3 		$1.45M Hold
11,055
– – 0.64% 50
2024
Q2 		$1.56M Sell
11,055
-20
-0.2% -$2.96K 0.74% 45
2024
Q1 		$1.89M Sell
11,075
-575
-5% -$82.9K 0.87% 44
2023
Q4 		$1.55M Sell
11,650
-875
-7% -$105K 0.75% 48
2023
Q3 		$1.5M Hold
12,525
– – 0.8% 46
2023
Q2 		$1.27M Hold
12,525
– – 0.66% 49
2023
Q1 		$1.31M Hold
12,525
– – 0.66% 54
2022
Q4 		$1.3M Hold
12,525
– – 0.68% 55
2022
Q3 		$1.01M Buy
12,525
+700
+6% +$59.7K 0.59% 57
2022
Q2 		$970K Buy
11,825
+175
+2% +$16.2K 0.54% 59
2022
Q1 		$1.01M Buy
11,650
+150
+1% +$12.6K 0.55% 58
2021
Q4 		$964K Sell
11,500
-300
-3% -$22.7K 0.53% 58
2021
Q3 		$826K Hold
11,800
– – 0.49% 59
2021
Q2 		$1.04M Hold
11,800
– – 0.6% 58
2021
Q1 		$962K Buy
11,800
+350
+3% +$27.5K 0.61% 54
2020
Q4 		$801K Hold
11,450
– – 0.56% 55
2020
Q3 		$594K Buy
11,450
+3,950
+53% +$241K 0.46% 57
2020
Q2 		$539K Sell
7,500
-1,165
-13% -$82.5K 0.45% 57
2020
Q1 		$465K Buy
+8,665
New +$705K 0.44% 57

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Exeter Financial's PSX Position: Q2 2026 in Review

Exeter Financial reduced its Phillips 66 (PSX) stake by 3.4% in Q2 2026, selling an estimated $84.3K and leaving 14,085 shares worth $2.38M. The position accounts for 0.91% of the portfolio, ranked #41.

Exeter Financial first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.66M in Q1 2026. 955 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Exeter Financial held 14,085 shares of Phillips 66 worth $2.38M as of Q2 2026.
  • Exeter Financial sold 490 Phillips 66 shares in Q2 2026, an estimated $84.3K.
  • Phillips 66 made up 0.91% of Exeter Financial's portfolio in Q2 2026, its #41 holding.
  • Exeter Financial first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • Exeter Financial's Phillips 66 position peaked at $2.66M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.