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Ferguson Wellman Capital Management’s Phillips 66 PSX Stock Holding History

Ferguson Wellman Capital Management’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 		$3.34M Sell
19,742
-413
-2% -$71.1K 0.04% 150
2026
Q1 		$3.67M Sell
20,155
-253
-1% -$39.6K 0.05% 141
2025
Q4 		$2.63M Sell
20,408
-531
-3% -$71.5K 0.04% 126
2025
Q3 		$2.85M Sell
20,939
-553
-3% -$70.8K 0.05% 118
2025
Q2 		$2.56M Sell
21,492
-312
-1% -$35K 0.05% 119
2025
Q1 		$2.69M Sell
21,804
-1,173
-5% -$145K 0.05% 120
2024
Q4 		$2.62M Sell
22,977
-313
-1% -$39.8K 0.05% 127
2024
Q3 		$3.06M Sell
23,290
-840
-3% -$113K 0.06% 124
2024
Q2 		$3.41M Sell
24,130
-339
-1% -$50.2K 0.07% 113
2024
Q1 		$4M Sell
24,469
-1,645
-6% -$237K 0.08% 111
2023
Q4 		$3.48M Sell
26,114
-162
-0.6% -$19.4K 0.08% 119
2023
Q3 		$3.16M Sell
26,276
-649
-2% -$72.8K 0.08% 116
2023
Q2 		$2.57M Buy
26,925
+341
+1% +$33.1K 0.06% 128
2023
Q1 		$2.7M Sell
26,584
-322
-1% -$32.7K 0.07% 120
2022
Q4 		$2.8M Buy
26,906
+2,630
+11% +$269K 0.07% 119
2022
Q3 		$1.96M Sell
24,276
-84
-0.3% -$7.16K 0.08% 116
2022
Q2 		$2M Sell
24,360
-532
-2% -$49.2K 0.07% 125
2022
Q1 		$2.15M Buy
24,892
+108
+0.4% +$9.09K 0.07% 129
2021
Q4 		$1.8M Sell
24,784
-331
-1% -$25K 0.05% 143
2021
Q3 		$1.76M Sell
25,115
-1,228
-5% -$88.9K 0.06% 143
2021
Q2 		$2.26M Sell
26,343
-197
-0.7% -$16.6K 0.07% 129
2021
Q1 		$2.16M Sell
26,540
-3,831
-13% -$301K 0.08% 124
2020
Q4 		$2.12M Sell
30,371
-1,083
-3% -$63.6K 0.05% 173
2020
Q3 		$1.63M Sell
31,454
-1,565
-5% -$95.5K 0.05% 179
2020
Q2 		$2.37M Sell
33,019
-1,220
-4% -$86.4K 0.07% 146
2020
Q1 		$1.84M Sell
34,239
-3,005
-8% -$245K 0.07% 153
2019
Q4 		$4.15M Sell
37,244
-608
-2% -$68.3K 0.12% 136
2019
Q3 		$3.88M Sell
37,852
-1,148
-3% -$115K 0.12% 131
2019
Q2 		$3.65M Sell
39,000
-351
-0.9% -$31.5K 0.12% 133
2019
Q1 		$3.75M Sell
39,351
-674
-2% -$64.1K 0.13% 130
2018
Q4 		$3.45M Sell
40,025
-2,805
-7% -$274K 0.13% 135
2018
Q3 		$4.83M Sell
42,830
-350
-0.8% -$40.5K 0.16% 123
2018
Q2 		$4.85M Sell
43,180
-38
-0.1% -$4.27K 0.17% 123
2018
Q1 		$4.14M Sell
43,218
-464
-1% -$45.2K 0.15% 140
2017
Q4 		$4.42M Sell
43,682
-175
-0.4% -$16.6K 0.15% 132
2017
Q3 		$4.02M Sell
43,857
-295
-0.7% -$25K 0.15% 131
2017
Q2 		$3.65M Sell
44,152
-1,373
-3% -$108K 0.14% 133
2017
Q1 		$3.61M Sell
45,525
-61
-0.1% -$4.91K 0.14% 132
2016
Q4 		$3.94M Buy
45,586
+1,929
+4% +$160K 0.16% 123
2016
Q3 		$3.52M Sell
43,657
-1,067
-2% -$82.9K 0.15% 122
2016
Q2 		$3.55M Sell
44,724
-250
-0.6% -$20.4K 0.15% 125
2016
Q1 		$3.9M Sell
44,974
-512
-1% -$41.6K 0.17% 120
2015
Q4 		$3.72M Sell
45,486
-702
-2% -$60.6K 0.15% 134
2015
Q3 		$3.55M Sell
46,188
-496
-1% -$39.4K 0.16% 132
2015
Q2 		$3.76M Sell
46,684
-90
-0.2% -$7.15K 0.16% 138
2015
Q1 		$3.68M Sell
46,774
-1,525
-3% -$112K 0.15% 140
2014
Q4 		$3.46M Sell
48,299
-5,128
-10% -$378K 0.14% 141
2014
Q3 		$4.34M Sell
53,427
-144,608
-73% -$12M 0.19% 123
2014
Q2 		$15.9M Sell
198,035
-1,115
-0.6% -$91.8K 0.67% 55
2014
Q1 		$15.3M Sell
199,150
-4,645
-2% -$354K 0.68% 52
2013
Q4 		$15.7M Sell
203,795
-43,287
-18% -$2.89M 0.71% 52
2013
Q3 		$14.3M Buy
247,082
+62,702
+34% +$3.64M 0.71% 52
2013
Q2 		$10.9M Buy
+184,380
New +$11.6M 0.84% 52

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

Ferguson Wellman Capital Management's PSX Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Phillips 66 (PSX) stake by 2% in Q2 2026, selling an estimated $71.1K and leaving 19,742 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #150.

Ferguson Wellman Capital Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.9M in Q2 2014. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ferguson Wellman Capital Management held 19,742 shares of Phillips 66 worth $3.34M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 413 Phillips 66 shares in Q2 2026, an estimated $71.1K.
  • Phillips 66 made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #150 holding.
  • Ferguson Wellman Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Phillips 66 position peaked at $15.9M in Q2 2014.
  • 717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.