First American Bank’s Phillips 66 PSX Stock Holding History

First American Bank’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	$4.96M	Sell	29,326 -623	-2%	-$107K	0.28%	64
2026 Q1	$5.46M	Buy	29,949 +147	+0.5%	+$23K	0.34%	62
2025 Q4	$3.85M	Sell	29,802 -231	-0.8%	-$31.1K	0.23%	71
2025 Q3	$4.09M	Buy	30,033 +81	+0.3%	+$10.4K	0.26%	72
2025 Q2	$3.57M	Sell	29,952 -309	-1%	-$34.6K	0.25%	78
2025 Q1	$3.74M	Sell	30,261 -93	-0.3%	-$11.5K	0.28%	72
2024 Q4	$3.46M	Sell	30,354 -2,667	-8%	-$339K	0.24%	76
2024 Q3	$4.34M	Sell	33,021 -659	-2%	-$89K	0.31%	66
2024 Q2	$4.75M	Sell	33,680 -55	-0.2%	-$8.14K	0.36%	61
2024 Q1	$5.51M	Buy	33,735 +578	+2%	+$83.3K	0.42%	60
2023 Q4	$4.41M	Sell	33,157 -363	-1%	-$43.4K	0.37%	65
2023 Q3	$4.03M	Sell	33,520 -631	-2%	-$70.8K	0.36%	67
2023 Q2	$3.26M	Sell	34,151 -3,153	-8%	-$307K	0.28%	78
2023 Q1	$3.78M	Sell	37,304 -946	-2%	-$96.2K	0.35%	68
2022 Q4	$3.98M	Buy	38,250 +266	+0.7%	+$27.2K	0.38%	66
2022 Q3	$3.07M	Sell	37,984 -542	-1%	-$46.2K	0.32%	74
2022 Q2	$3.16M	Buy	38,526 +2,476	+7%	+$229K	0.32%	69
2022 Q1	$3.11M	Buy	36,050 +575	+2%	+$48.4K	0.26%	85
2021 Q4	$2.57M	Buy	35,475 +761	+2%	+$57.5K	0.14%	136
2021 Q3	$2.43M	Buy	34,714 +4,907	+16%	+$355K	0.14%	136
2021 Q2	$2.56M	Buy	29,807 +841	+3%	+$71K	0.15%	129
2021 Q1	$2.36M	Buy	28,966 +4,005	+16%	+$314K	0.15%	131
2020 Q4	$1.75M	Buy	+24,961	New	+$1.47M	0.12%	140

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First American Bank's PSX Position: Q2 2026 in Review

First American Bank reduced its Phillips 66 (PSX) stake by 2.1% in Q2 2026, selling an estimated $107K and leaving 29,326 shares worth $4.96M. The position accounts for 0.28% of the portfolio, ranked #64.

First American Bank first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.51M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

First American Bank held 29,326 shares of Phillips 66 worth $4.96M as of Q2 2026.
First American Bank sold 623 Phillips 66 shares in Q2 2026, an estimated $107K.
Phillips 66 made up 0.28% of First American Bank's portfolio in Q2 2026, its #64 holding.
First American Bank first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
First American Bank's Phillips 66 position peaked at $5.51M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First American Bank's 13F filing for Q2 2026, filed 15 Jul 2026.