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Fort Washington Investment Advisors’s Phillips 66 PSX Stock Holding History

Fort Washington Investment Advisors’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 		$31.4M Sell
185,498
-67,311
-27% -$11.6M 0.16% 157
2026
Q1 		$46.1M Buy
252,809
+10,384
+4% +$1.63M 0.25% 101
2025
Q4 		$31.3M Buy
242,425
+7,485
+3% +$1.01M 0.17% 132
2025
Q3 		$32M Sell
234,940
-13,962
-6% -$1.79M 0.17% 131
2025
Q2 		$29.7M Buy
248,902
+833
+0.3% +$93.3K 0.17% 125
2025
Q1 		$30.6M Buy
248,069
+9,769
+4% +$1.2M 0.19% 117
2024
Q4 		$27.1M Buy
238,300
+43,631
+22% +$5.55M 0.16% 130
2024
Q3 		$25.6M Sell
194,669
-161,901
-45% -$21.9M 0.16% 125
2024
Q2 		$50.3M Sell
356,570
-6,304
-2% -$933K 0.33% 77
2024
Q1 		$59.3M Sell
362,874
-35,292
-9% -$5.09M 0.38% 71
2023
Q4 		$53M Sell
398,166
-58,186
-13% -$6.95M 0.37% 72
2023
Q3 		$54.8M Buy
456,352
+10,192
+2% +$1.14M 0.41% 66
2023
Q2 		$42.6M Buy
446,160
+2,610
+0.6% +$254K 0.31% 84
2023
Q1 		$45M Sell
443,550
-156,580
-26% -$15.9M 0.34% 83
2022
Q4 		$62.5M Sell
600,130
-93,248
-13% -$9.54M 0.48% 65
2022
Q3 		$56M Sell
693,378
-15,893
-2% -$1.35M 0.47% 63
2022
Q2 		$58.2M Sell
709,271
-112,441
-14% -$10.4M 0.45% 64
2022
Q1 		$71M Buy
821,712
+21,360
+3% +$1.8M 0.45% 63
2021
Q4 		$58M Buy
800,352
+6,693
+0.8% +$506K 0.35% 76
2021
Q3 		$55.6M Buy
793,659
+637,946
+410% +$46.2M 0.36% 76
2021
Q2 		$13.4M Buy
155,713
+561
+0.4% +$47.4K 0.12% 128
2021
Q1 		$12.7M Buy
155,152
+5,862
+4% +$460K 0.12% 123
2020
Q4 		$10.4M Buy
149,290
+38,251
+34% +$2.25M 0.11% 150
2020
Q3 		$5.76M Buy
111,039
+1,987
+2% +$121K 0.06% 213
2020
Q2 		$7.84M Buy
109,052
+2,460
+2% +$174K 0.09% 191
2020
Q1 		$5.72M Buy
106,592
+6,205
+6% +$505K 0.08% 191
2019
Q4 		$11.2M Buy
100,387
+22,973
+30% +$2.58M 0.12% 181
2019
Q3 		$7.93M Buy
77,414
+22,973
+42% +$2.3M 0.09% 191
2019
Q2 		$5.09M Buy
54,441
+51
+0.1% +$4.58K 0.06% 208
2019
Q1 		$5.18M Sell
54,390
-4,122
-7% -$392K 0.06% 205
2018
Q4 		$5.04M Sell
58,512
-18,990
-25% -$1.86M 0.06% 193
2018
Q3 		$8.74M Buy
77,502
+1,893
+3% +$219K 0.09% 189
2018
Q2 		$8.49M Sell
75,609
-720
-0.9% -$80.9K 0.09% 197
2018
Q1 		$7.32M Sell
76,329
-11,427
-13% -$1.11M 0.08% 204
2017
Q4 		$8.88M Buy
87,756
+425
+0.5% +$40.4K 0.09% 218
2017
Q3 		$8M Sell
87,331
-75
-0.1% -$6.35K 0.12% 109
2017
Q2 		$7.23M Buy
87,406
+379
+0.4% +$29.8K 0.11% 112
2017
Q1 		$6.89M Sell
87,027
-22,372
-20% -$1.8M 0.11% 112
2016
Q4 		$9.45M Sell
109,399
-11
-0% -$914 0.16% 90
2016
Q3 		$8.81M Buy
109,410
+365
+0.3% +$28.4K 0.16% 95
2016
Q2 		$8.65M Buy
109,045
+2,593
+2% +$212K 0.16% 93
2016
Q1 		$9.22M Buy
106,452
+2,416
+2% +$196K 0.18% 88
2015
Q4 		$8.51M Sell
104,036
-582
-0.6% -$50.2K 0.17% 94
2015
Q3 		$8.04M Buy
104,618
+73,034
+231% +$5.8M 0.17% 97
2015
Q2 		$2.54M Sell
31,584
-3,663
-10% -$291K 0.05% 186
2015
Q1 		$2.77M Sell
35,247
-383
-1% -$28.1K 0.06% 180
2014
Q4 		$2.56M Buy
35,630
+145
+0.4% +$10.7K 0.05% 188
2014
Q3 		$2.88M Sell
35,485
-3,256
-8% -$271K 0.06% 178
2014
Q2 		$3.12M Buy
38,741
+3,437
+10% +$283K 0.06% 192
2014
Q1 		$2.72M Buy
35,304
+11,632
+49% +$886K 0.06% 180
2013
Q4 		$1.83M Sell
23,672
-1,679
-7% -$112K 0.04% 279
2013
Q3 		$1.47M Buy
25,351
+2,707
+12% +$157K 0.04% 299
2013
Q2 		$1.33M Buy
+22,644
New +$1.42M 0.03% 287

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

Fort Washington Investment Advisors's PSX Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Phillips 66 (PSX) stake by 27% in Q2 2026, selling an estimated $11.6M and leaving 185,498 shares worth $31.4M. The position accounts for 0.16% of the portfolio, ranked #157.

Fort Washington Investment Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $71M in Q1 2022. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fort Washington Investment Advisors held 185,498 shares of Phillips 66 worth $31.4M as of Q2 2026.
  • Fort Washington Investment Advisors sold 67,311 Phillips 66 shares in Q2 2026, an estimated $11.6M.
  • Phillips 66 made up 0.16% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Fort Washington Investment Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Fort Washington Investment Advisors's Phillips 66 position peaked at $71M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.