Franklin, Parlapiano, Turner & Welch’s Phillips 66 PSX Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	$4.08M	Hold	24,155	–	–	0.92%	29
2026 Q1	$3.85M	Buy	24,155 +412	+2%	+$64.6K	0.92%	29
2025 Q4	$3.28M	Sell	23,743 -8,774	-27%	-$1.18M	0.82%	27
2025 Q3	$4.42M	Hold	32,517	–	–	1.12%	26
2025 Q2	$3.88M	Hold	32,517	–	–	1.01%	26
2025 Q1	$4.02M	Buy	32,517 +1,209	+4%	+$149K	1.08%	26
2024 Q4	$3.57M	Sell	31,308 -349	-1%	-$44.4K	0.97%	26
2024 Q3	$4.16M	Hold	31,657	–	–	1.08%	26
2024 Q2	$4.47M	Hold	31,657	–	–	1.24%	25
2024 Q1	$5.17M	Buy	31,657 +1,174	+4%	+$169K	1.42%	25
2023 Q4	$4.06M	Sell	30,483 -170	-0.6%	-$20.3K	1.16%	25
2023 Q3	$3.68M	Sell	30,653 -1,500	-5%	-$168K	1.14%	25
2023 Q2	$3.07M	Hold	32,153	–	–	0.91%	26
2023 Q1	$3.26M	Buy	32,153 +1,929	+6%	+$196K	1.04%	26
2022 Q4	$3.15M	Hold	30,224	–	–	1.03%	26
2022 Q3	$2.44M	Sell	30,224 -88	-0.3%	-$7.5K	0.87%	28
2022 Q2	$2.48M	Sell	30,312 -40	-0.1%	-$3.7K	0.84%	28
2022 Q1	$2.62M	Buy	30,352 +2,670	+10%	+$225K	0.78%	28
2021 Q4	$2.01M	Buy	27,682 +381	+1%	+$28.8K	0.58%	31
2021 Q3	$1.91M	Hold	27,301	–	–	0.6%	30
2021 Q2	$2.34M	Buy	27,301 +2,529	+10%	+$213K	0.72%	29
2021 Q1	$2.02M	Buy	24,772 +2,411	+11%	+$189K	0.68%	30
2020 Q4	$1.56M	Buy	22,361 +3,221	+17%	+$189K	0.57%	31
2020 Q3	$992K	Hold	19,140	–	–	0.4%	32
2020 Q2	$1.38M	Buy	19,140 +650	+4%	+$46K	0.57%	30
2020 Q1	$992K	Buy	18,490 +1,907	+11%	+$155K	0.46%	32
2019 Q4	$1.85M	Sell	16,583 -798	-5%	-$89.7K	0.7%	28
2019 Q3	$1.78M	Sell	17,381 -51	-0.3%	-$5.11K	0.69%	29
2019 Q2	$1.63M	Sell	17,432 -78	-0.4%	-$7K	0.64%	29
2019 Q1	$1.67M	Buy	17,510 +2,005	+13%	+$191K	0.66%	29
2018 Q4	$1.34M	Sell	15,505 -1,595	-9%	-$156K	0.59%	30
2018 Q3	$1.93M	Sell	17,100 -6,847	-29%	-$792K	0.77%	28
2018 Q2	$2.69M	Sell	23,947 -5,067	-17%	-$570K	1.11%	27
2018 Q1	$2.78M	Sell	29,014 -1,493	-5%	-$145K	1.19%	27
2017 Q4	$3.09M	Sell	30,507 -5,733	-16%	-$545K	1.26%	27
2017 Q3	$3.32M	Buy	36,240 +1,016	+3%	+$86.1K	1.43%	26
2017 Q2	$2.91M	Hold	35,224	–	–	1.33%	27
2017 Q1	$2.79M	Buy	35,224 +9,201	+35%	+$741K	1.3%	27
2016 Q4	$2.25M	Sell	26,023 -5,061	-16%	-$421K	1.12%	28
2016 Q3	$2.5M	Buy	31,084 +351	+1%	+$27.3K	1.27%	28
2016 Q2	$2.44M	Buy	30,733 +1,242	+4%	+$101K	1.3%	28
2016 Q1	$2.55M	Buy	29,491 +13,453	+84%	+$1.09M	1.41%	28
2015 Q4	$1.31M	Sell	16,038 -4,500	-22%	-$388K	0.78%	31
2015 Q3	$1.58M	Sell	20,538 -573	-3%	-$45.5K	1.04%	31
2015 Q2	$1.7M	Buy	21,111 +206	+1%	+$16.4K	1.13%	30
2015 Q1	$1.64M	Sell	20,905 -3,957	-16%	-$290K	1.1%	30
2014 Q4	$1.78M	Buy	24,862 +885	+4%	+$65.3K	1.19%	30
2014 Q3	$1.95M	Sell	23,977 -8,307	-26%	-$691K	1.4%	29
2014 Q2	$2.6M	Buy	32,284 +15,251	+90%	+$1.26M	1.86%	19
2014 Q1	$1.31M	Sell	17,033 -1,639	-9%	-$125K	0.95%	32
2013 Q4	$1.44M	Sell	18,672 -94	-0.5%	-$6.27K	0.99%	31
2013 Q3	$1.08M	Sell	18,766 -105	-0.6%	-$6.09K	0.8%	34
2013 Q2	$1.11M	Buy	+18,871	New	+$1.19M	0.95%	32

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Franklin, Parlapiano, Turner & Welch's PSX Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch held its Phillips 66 (PSX) position steady in Q2 2026 at 24,155 shares worth $4.08M. The position accounts for 0.92% of the portfolio, ranked #29.

Franklin, Parlapiano, Turner & Welch first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.17M in Q1 2024. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 24,155 shares of Phillips 66 worth $4.08M as of Q2 2026.
Franklin, Parlapiano, Turner & Welch left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.92% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #29 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Franklin, Parlapiano, Turner & Welch's Phillips 66 position peaked at $5.17M in Q1 2024.
517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.