First Citizens Bank & Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Buy |
7,338
+188
| +3% | +$32.4K | 0.02% | 290 |
|
|
2026
Q1 | $1.3M | Sell |
7,150
-288
| -4% | -$45.1K | 0.03% | 257 |
|
|
2025
Q4 | $960K | Buy |
7,438
+3,764
| +102% | +$507K | 0.02% | 296 |
|
|
2025
Q3 | $500K | Buy |
3,674
+72
| +2% | +$9.22K | 0.01% | 438 |
|
|
2025
Q2 | $430K | Sell |
3,602
-42
| -1% | -$4.71K | 0.01% | 467 |
|
|
2025
Q1 | $450K | Buy |
3,644
+31
| +0.9% | +$3.82K | 0.01% | 319 |
|
|
2024
Q4 | $412K | Buy |
3,613
+522
| +17% | +$66.4K | 0.01% | 338 |
|
|
2024
Q3 | $406K | Buy |
3,091
+71
| +2% | +$9.59K | 0.01% | 345 |
|
|
2024
Q2 | $426K | Buy |
3,020
+400
| +15% | +$59.2K | 0.01% | 338 |
|
|
2024
Q1 | $428K | Buy |
2,620
+395
| +18% | +$56.9K | 0.01% | 332 |
|
|
2023
Q4 | $296K | Buy |
2,225
+31
| +1% | +$3.71K | 0.01% | 300 |
|
|
2023
Q3 | $264K | Buy |
+2,194
| New | +$246K | 0.01% | 299 |
|
|
2023
Q2 | – | Sell |
-2,152
| Closed | -$218K | – | 361 |
|
|
2023
Q1 | $218K | Sell |
2,152
-440
| -17% | -$44.7K | ﹤0.01% | 312 |
|
|
2022
Q4 | $270K | Buy |
+2,592
| New | +$265K | 0.01% | 280 |
|
|
2022
Q3 | – | Sell |
-2,921
| Closed | -$240K | – | 375 |
|
|
2022
Q2 | $240K | Buy |
2,921
+68
| +2% | +$6.29K | 0.01% | 334 |
|
|
2022
Q1 | $247K | Sell |
2,853
-30
| -1% | -$2.52K | 0.01% | 356 |
|
|
2021
Q4 | $209K | Sell |
2,883
-1,514
| -34% | -$114K | 0.01% | 407 |
|
|
2021
Q3 | $308K | Buy |
4,397
+671
| +18% | +$48.6K | 0.01% | 281 |
|
|
2021
Q2 | $320K | Buy |
3,726
+317
| +9% | +$26.8K | 0.02% | 267 |
|
|
2021
Q1 | $278K | Buy |
+3,409
| New | +$267K | 0.01% | 318 |
|
|
2020
Q3 | – | Sell |
-3,959
| Closed | -$285K | – | 411 |
|
|
2020
Q2 | $285K | Sell |
3,959
-26,152
| -87% | -$1.85M | 0.02% | 260 |
|
|
2020
Q1 | $1.61M | Buy |
30,111
+4,803
| +19% | +$391K | 0.2% | 117 |
|
|
2019
Q4 | $2.82M | Buy |
25,308
+6,767
| +36% | +$760K | 0.27% | 87 |
|
|
2019
Q3 | $1.9M | Sell |
18,541
-1,436
| -7% | -$144K | 0.23% | 110 |
|
|
2019
Q2 | $1.87M | Sell |
19,977
-694
| -3% | -$62.3K | 0.2% | 120 |
|
|
2019
Q1 | $1.97M | Buy |
20,671
+564
| +3% | +$53.6K | 0.22% | 118 |
|
|
2018
Q4 | $1.73M | Buy |
20,107
+14,753
| +276% | +$1.44M | 0.21% | 123 |
|
|
2018
Q3 | $604K | Buy |
5,354
+608
| +13% | +$70.3K | 0.07% | 214 |
|
|
2018
Q2 | $533K | Buy |
4,746
+280
| +6% | +$31.5K | 0.07% | 225 |
|
|
2018
Q1 | $428K | Buy |
4,466
+439
| +11% | +$42.7K | 0.06% | 242 |
|
|
2017
Q4 | $407K | Buy |
4,027
+17
| +0.4% | +$1.62K | 0.05% | 235 |
|
|
2017
Q3 | $367K | Sell |
4,010
-1,542
| -28% | -$131K | 0.05% | 275 |
|
|
2017
Q2 | $459K | Sell |
5,552
-5,975
| -52% | -$469K | 0.06% | 263 |
|
|
2017
Q1 | $913K | Sell |
11,527
-30,254
| -72% | -$2.44M | 0.11% | 179 |
|
|
2016
Q4 | $3.61M | Sell |
41,781
-13,283
| -24% | -$1.1M | 0.4% | 78 |
|
|
2016
Q3 | $4.44M | Buy |
55,064
+9,253
| +20% | +$719K | 0.4% | 78 |
|
|
2016
Q2 | $3.63M | Sell |
45,811
-41,555
| -48% | -$3.39M | 0.33% | 92 |
|
|
2016
Q1 | $7.57M | Buy |
87,366
+74,852
| +598% | +$6.08M | 0.63% | 55 |
|
|
2015
Q4 | $1.02M | Sell |
12,514
-2,031
| -14% | -$175K | 0.07% | 195 |
|
|
2015
Q3 | $1.12M | Sell |
14,545
-505
| -3% | -$40.1K | 0.08% | 184 |
|
|
2015
Q2 | $1.21M | Buy |
15,050
+68
| +0.5% | +$5.4K | 0.08% | 192 |
|
|
2015
Q1 | $1.18M | Buy |
+14,982
| New | +$1.1M | 0.08% | 178 |
|
|
2014
Q4 | – | Sell |
-2,975
| Closed | -$242K | – | 350 |
|
|
2014
Q3 | $242K | Sell |
2,975
-22
| -0.7% | -$1.83K | 0.02% | 286 |
|
|
2014
Q2 | $241K | Buy |
2,997
+32
| +1% | +$2.64K | 0.02% | 296 |
|
|
2014
Q1 | $228K | Sell |
2,965
-233
| -7% | -$17.7K | 0.02% | 298 |
|
|
2013
Q4 | $247K | Sell |
3,198
-197,160
| -98% | -$13.2M | 0.02% | 290 |
|
|
2013
Q3 | $11.6M | Sell |
200,358
-15,153
| -7% | -$879K | 0.44% | 56 |
|
|
2013
Q2 | $12.7M | Buy |
+215,511
| New | +$13.5M | 0.52% | 36 |
|
Other funds holding PSX
EIM
First Citizens Bank & Trust's PSX Position: Q2 2026 in Review
First Citizens Bank & Trust increased its Phillips 66 (PSX) stake by 2.6% in Q2 2026, buying an estimated $32.4K and bringing the position to 7,338 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #290.
First Citizens Bank & Trust first reported a position in PSX in Q2 2013 and has held it in 48 quarters since. The position peaked at $12.7M in Q2 2013. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- First Citizens Bank & Trust held 7,338 shares of Phillips 66 worth $1.24M as of Q2 2026.
- First Citizens Bank & Trust bought 188 Phillips 66 shares in Q2 2026, an estimated $32.4K.
- Phillips 66 made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #290 holding.
- First Citizens Bank & Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 48 quarters since.
- First Citizens Bank & Trust's Phillips 66 position peaked at $12.7M in Q2 2013.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.