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First National Advisers’s Phillips 66 PSX Stock Holding History

First National Advisers’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 		$2.33M Sell
13,775
-883
-6% -$152K 0.33% 81
2026
Q1 		$2.67M Sell
14,658
-2,406
-14% -$377K 0.39% 72
2025
Q4 		$2.2M Buy
17,064
+36
+0.2% +$4.84K 0.3% 94
2025
Q3 		$2.32M Buy
17,028
+5,621
+49% +$720K 0.31% 95
2025
Q2 		$1.36M Sell
11,407
-74
-0.6% -$8.29K 0.2% 119
2025
Q1 		$1.42M Sell
11,481
-264
-2% -$32.5K 0.23% 115
2024
Q4 		$1.34M Sell
11,745
-35
-0.3% -$4.45K 0.22% 118
2024
Q3 		$1.55M Sell
11,780
-5,285
-31% -$714K 0.25% 112
2024
Q2 		$2.41M Sell
17,065
-2
-0% -$296 0.44% 68
2024
Q1 		$2.34M Sell
17,067
-36
-0.2% -$5.19K 0.52% 59
2023
Q4 		$2.28M Buy
17,103
+4,632
+37% +$554K 0.66% 50
2023
Q3 		$1.5M Buy
12,471
+5,074
+69% +$569K 0.67% 49
2023
Q2 		$705K Buy
7,397
+118
+2% +$11.5K 0.65% 60
2023
Q1 		$738K Buy
7,279
+1,937
+36% +$197K 0.84% 45
2022
Q4 		$556K Buy
5,342
+534
+11% +$54.6K 0.71% 55
2022
Q3 		$388K Buy
4,808
+1,405
+41% +$120K 0.57% 69
2022
Q2 		$279K Buy
+3,403
New +$315K 0.58% 74

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

First National Advisers's PSX Position: Q2 2026 in Review

First National Advisers reduced its Phillips 66 (PSX) stake by 6% in Q2 2026, selling an estimated $152K and leaving 13,775 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #81.

First National Advisers first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.67M in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • First National Advisers held 13,775 shares of Phillips 66 worth $2.33M as of Q2 2026.
  • First National Advisers sold 883 Phillips 66 shares in Q2 2026, an estimated $152K.
  • Phillips 66 made up 0.33% of First National Advisers's portfolio in Q2 2026, its #81 holding.
  • First National Advisers first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's Phillips 66 position peaked at $2.67M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.