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First United Bank & Trust’s Phillips 66 PSX Stock Holding History

First United Bank & Trust’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 		$27.9K Hold
165
– – 0.01% 284
2026
Q1 		$30.1K Hold
165
– – 0.01% 273
2025
Q4 		$21.3K Sell
165
-25
-13% -$3.37K 0.01% 286
2025
Q3 		$25.8K Buy
190
+25
+15% +$3.2K 0.01% 276
2025
Q2 		$19.7K Hold
165
– – 0.01% 276
2025
Q1 		$20.4K Sell
165
-35
-18% -$4.31K 0.01% 281
2024
Q4 		$22.8K Hold
200
– – 0.01% 274
2024
Q3 		$26.3K Hold
200
– – 0.01% 260
2024
Q2 		$28.2K Sell
200
-35
-15% -$5.18K 0.01% 265
2024
Q1 		$38.4K Hold
235
– – 0.01% 262
2023
Q4 		$31.3K Buy
+235
New +$28.1K 0.01% 270

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

First United Bank & Trust's PSX Position: Q2 2026 in Review

First United Bank & Trust held its Phillips 66 (PSX) position steady in Q2 2026 at 165 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #284.

First United Bank & Trust first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4K in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • First United Bank & Trust held 165 shares of Phillips 66 worth $27.9K as of Q2 2026.
  • First United Bank & Trust left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #284 holding.
  • First United Bank & Trust first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Phillips 66 position peaked at $38.4K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.