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First Merchants Corp’s Phillips 66 PSX Stock Holding History

First Merchants Corp’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 		$1.54M Sell
9,097
-360
-4% -$62K 0.05% 180
2026
Q1 		$1.72M Sell
9,457
-343
-4% -$53.7K 0.07% 173
2025
Q4 		$1.26M Sell
9,800
-40
-0.4% -$5.38K 0.05% 189
2025
Q3 		$1.34M Sell
9,840
-2,177
-18% -$279K 0.05% 188
2025
Q2 		$1.43M Sell
12,017
-2,184
-15% -$245K 0.06% 180
2025
Q1 		$1.75M Sell
14,201
-2,379
-14% -$293K 0.07% 174
2024
Q4 		$1.89M Buy
16,580
+784
+5% +$99.7K 0.07% 178
2024
Q3 		$2.08M Buy
15,796
+2,449
+18% +$331K 0.08% 175
2024
Q2 		$1.88M Buy
13,347
+175
+1% +$25.9K 0.08% 177
2024
Q1 		$2.15M Sell
13,172
-300
-2% -$43.2K 0.16% 123
2023
Q4 		$1.79M Sell
13,472
-505
-4% -$60.4K 0.15% 127
2023
Q3 		$1.68M Sell
13,977
-36
-0.3% -$4.04K 0.15% 129
2023
Q2 		$1.34M Buy
14,013
+155
+1% +$15.1K 0.11% 140
2023
Q1 		$1.4M Sell
13,858
-620
-4% -$63K 0.13% 142
2022
Q4 		$1.51M Sell
14,478
-105
-0.7% -$10.7K 0.14% 142
2022
Q3 		$1.18M Buy
14,583
+75
+0.5% +$6.39K 0.12% 153
2022
Q2 		$1.19M Buy
14,508
+283
+2% +$26.2K 0.12% 158
2022
Q1 		$1.23M Buy
14,225
+450
+3% +$37.9K 0.1% 160
2021
Q4 		$998K Sell
13,775
-3,434
-20% -$260K 0.08% 170
2021
Q3 		$1.21M Buy
17,209
+250
+1% +$18.1K 0.08% 166
2021
Q2 		$1.46M Sell
16,959
-265
-2% -$22.4K 0.09% 159
2021
Q1 		$1.4M Buy
17,224
+2,223
+15% +$174K 0.09% 158
2020
Q4 		$1.05M Sell
15,001
-1,996
-12% -$117K 0.07% 164
2020
Q3 		$881K Sell
16,997
-440
-3% -$26.9K 0.07% 166
2020
Q2 		$1.25M Sell
17,437
-410
-2% -$29K 0.11% 143
2020
Q1 		$957K Buy
17,847
+100
+0.6% +$8.14K 0.12% 153
2019
Q4 		$1.98M Buy
17,747
+250
+1% +$28.1K 0.2% 130
2019
Q3 		$1.79M Sell
17,497
-300
-2% -$30.1K 0.19% 132
2019
Q2 		$1.67M Buy
17,797
+2,117
+14% +$190K 0.26% 113
2019
Q1 		$1.49M Buy
15,680
+675
+4% +$64.2K 0.24% 116
2018
Q4 		$1.29M Buy
15,005
+2,290
+18% +$224K 0.25% 117
2018
Q3 		$1.43M Buy
12,715
+200
+2% +$23.1K 0.23% 118
2018
Q2 		$1.41M Buy
12,515
+200
+2% +$22.5K 0.24% 115
2018
Q1 		$1.18M Sell
12,315
-50
-0.4% -$4.87K 0.2% 121
2017
Q4 		$1.25M Sell
12,365
-1,765
-12% -$168K 0.21% 121
2017
Q3 		$1.29M Buy
14,130
+11,380
+414% +$964K 0.22% 119
2017
Q2 		$227K Buy
2,750
+50
+2% +$3.92K 0.06% 144
2017
Q1 		$214K Hold
2,700
– – 0.06% 146
2016
Q4 		$234K Buy
+2,700
New +$224K 0.07% 146

Other funds holding PSX

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

First Merchants Corp's PSX Position: Q2 2026 in Review

First Merchants Corp reduced its Phillips 66 (PSX) stake by 3.8% in Q2 2026, selling an estimated $62K and leaving 9,097 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #180.

First Merchants Corp first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.15M in Q1 2024. 327 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • First Merchants Corp held 9,097 shares of Phillips 66 worth $1.54M as of Q2 2026.
  • First Merchants Corp sold 360 Phillips 66 shares in Q2 2026, an estimated $62K.
  • Phillips 66 made up 0.05% of First Merchants Corp's portfolio in Q2 2026, its #180 holding.
  • First Merchants Corp first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
  • First Merchants Corp's Phillips 66 position peaked at $2.15M in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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