Founders Capital Management (Texas)’s Phillips 66 PSX Stock Holding History

Founders Capital Management (Texas)’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	$36.3K	Hold	215	–	–	0.02%	191
2026 Q1	$39.2K	Hold	215	–	–	0.02%	167
2025 Q4	$27.7K	Hold	215	–	–	0.01%	207
2025 Q3	$29.2K	Hold	215	–	–	0.02%	196
2025 Q2	$25.6K	Hold	215	–	–	0.02%	205
2025 Q1	$26.5K	Hold	215	–	–	0.02%	190
2024 Q4	$24.5K	Hold	215	–	–	0.02%	205
2024 Q3	$28.3K	Hold	215	–	–	0.02%	193
2024 Q2	$30.4K	Hold	215	–	–	0.02%	187
2024 Q1	$35.1K	Hold	215	–	–	0.02%	173
2023 Q4	$28.6K	Hold	215	–	–	0.02%	192
2023 Q3	$25.8K	Hold	215	–	–	0.02%	198
2023 Q2	$20.5K	Hold	215	–	–	0.01%	234
2023 Q1	$22K	Hold	215	–	–	0.02%	223
2022 Q4	$22K	Hold	215	–	–	0.02%	216
2022 Q3	$17K	Buy	215 +76	+55%	+$6.48K	0.01%	239
2022 Q2	$11K	Buy	+139	New	+$12.9K	0.01%	300
2019 Q3	–	Sell	-4,010	Closed	-$375K	–	326
2019 Q2	$375K	Sell	4,010 -100	-2%	-$8.97K	0.33%	44
2019 Q1	$391K	Hold	4,110	–	–	0.37%	42
2018 Q4	$354K	Hold	4,110	–	–	0.38%	42
2018 Q3	$463K	Hold	4,110	–	–	0.38%	43
2018 Q2	$462K	Sell	4,110 -610	-13%	-$68.6K	0.41%	46
2018 Q1	$453K	Hold	4,720	–	–	0.38%	53
2017 Q4	$477K	Hold	4,720	–	–	0.4%	53
2017 Q3	$432K	Hold	4,720	–	–	0.36%	55
2017 Q2	$390K	Sell	4,720 -1,762	-27%	-$138K	0.35%	55
2017 Q1	$514K	Buy	+6,482	New	+$522K	0.46%	56

Other funds holding PSX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Founders Capital Management (Texas)'s PSX Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Phillips 66 (PSX) position steady in Q2 2026 at 215 shares worth $36.3K. The position accounts for 0.02% of the portfolio, ranked #191.

Founders Capital Management (Texas) first reported a position in PSX in Q1 2017 and has held it in 27 quarters since. The position peaked at $514K in Q1 2017. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Founders Capital Management (Texas) held 215 shares of Phillips 66 worth $36.3K as of Q2 2026.
Founders Capital Management (Texas) left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #191 holding.
Founders Capital Management (Texas) first reported a position in Phillips 66 in Q1 2017 and has held it in 27 quarters since.
Founders Capital Management (Texas)'s Phillips 66 position peaked at $514K in Q1 2017.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.