Fruth Investment Management’s Phillips 66 PSX Stock Holding History

Fruth Investment Management’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	$1.88M	Sell	11,123 -125	-1%	-$21.5K	0.45%	64
2026 Q1	$2.05M	Sell	11,248 -375	-3%	-$58.8K	0.51%	59
2025 Q4	$1.5M	Hold	11,623	–	–	0.4%	68
2025 Q3	$1.58M	Sell	11,623 -550	-5%	-$70.5K	0.43%	65
2025 Q2	$1.45M	Sell	12,173 -300	-2%	-$33.6K	0.39%	72
2025 Q1	$1.54M	Hold	12,473	–	–	0.43%	70
2024 Q4	$1.42M	Sell	12,473 -322	-3%	-$41K	0.39%	75
2024 Q3	$1.68M	Sell	12,795 -200	-2%	-$27K	0.44%	70
2024 Q2	$1.83M	Sell	12,995 -100	-0.8%	-$14.8K	0.5%	64
2024 Q1	$2.14M	Hold	13,095	–	–	0.55%	57
2023 Q4	$1.74M	Sell	13,095 -100	-0.8%	-$12K	0.49%	69
2023 Q3	$1.58M	Sell	13,195 -100	-0.8%	-$11.2K	0.47%	69
2023 Q2	$1.27M	Hold	13,295	–	–	0.36%	83
2023 Q1	$1.35M	Sell	13,295 -50	-0.4%	-$5.08K	0.39%	80
2022 Q4	$1.39M	Sell	13,345 -100	-0.7%	-$10.2K	0.41%	78
2022 Q3	$1.08M	Hold	13,445	–	–	0.36%	86
2022 Q2	$1.18M	Buy	13,445 +400	+3%	+$37K	0.32%	98
2022 Q1	$1.13M	Buy	13,045 +600	+5%	+$50.5K	0.31%	98
2021 Q4	$901K	Hold	12,445	–	–	0.25%	103
2021 Q3	$871K	Hold	12,445	–	–	0.27%	101
2021 Q2	$1.07M	Sell	12,445 -250	-2%	-$21.1K	0.32%	95
2021 Q1	$1.03M	Sell	12,695 -150	-1%	-$11.8K	0.32%	89
2020 Q4	$898K	Sell	12,845 -650	-5%	-$38.2K	0.31%	89
2020 Q3	$699K	Sell	13,495 -105	-0.8%	-$6.41K	0.28%	95
2020 Q2	$977K	Buy	13,600 +167	+1%	+$11.8K	0.41%	76
2020 Q1	$720K	Sell	13,433 -20	-0.1%	-$1.63K	0.37%	83
2019 Q4	$1.5M	Sell	13,453 -397	-3%	-$44.6K	0.57%	61
2019 Q3	$1.42M	Hold	13,850	–	–	0.57%	61
2019 Q2	$1.29M	Sell	13,850 -100	-0.7%	-$8.97K	0.52%	66
2019 Q1	$1.33M	Buy	13,950 +8,219	+143%	+$781K	0.56%	62
2018 Q4	$493K	Sell	5,731 -150	-3%	-$14.7K	0.23%	113
2018 Q3	$662K	Hold	5,881	–	–	0.27%	108
2018 Q2	$660K	Hold	5,881	–	–	0.28%	104
2018 Q1	$564K	Sell	5,881 -125	-2%	-$12.2K	0.25%	108
2017 Q4	$607K	Sell	6,006 -80	-1%	-$7.61K	0.26%	106
2017 Q3	$557K	Sell	6,086 -100	-2%	-$8.47K	0.26%	107
2017 Q2	$511K	Hold	6,186	–	–	0.24%	113
2017 Q1	$490K	Sell	6,186 -500	-7%	-$40.3K	0.23%	114
2016 Q4	$577K	Hold	6,686	–	–	0.26%	105
2016 Q3	$538K	Sell	6,686 -250	-4%	-$19.4K	0.27%	104
2016 Q2	$550K	Hold	6,936	–	–	0.26%	105
2016 Q1	$600K	Sell	6,936 -200	-3%	-$16.3K	0.3%	100
2015 Q4	$583K	Hold	7,136	–	–	0.3%	98
2015 Q3	$548K	Sell	7,136 -312	-4%	-$24.8K	0.29%	100
2015 Q2	$600K	Buy	7,448 +100	+1%	+$7.95K	0.28%	102
2015 Q1	$577K	Sell	7,348 -43	-0.6%	-$3.16K	0.25%	119
2014 Q4	$529K	Sell	7,391 -86	-1%	-$6.34K	0.22%	128
2014 Q3	$607K	Hold	7,477	–	–	0.27%	110
2014 Q2	$601K	Sell	7,477 -50	-0.7%	-$4.12K	0.28%	109
2014 Q1	$615K	Hold	7,527	–	–	0.29%	104
2013 Q4	$580K	Buy	7,527 +129	+2%	+$8.61K	0.28%	106
2013 Q3	$427K	Sell	7,398 -206	-3%	-$11.9K	0.22%	127
2013 Q2	$447K	Buy	+7,604	New	+$478K	0.25%	116

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fruth Investment Management's PSX Position: Q2 2026 in Review

Fruth Investment Management reduced its Phillips 66 (PSX) stake by 1.1% in Q2 2026, selling an estimated $21.5K and leaving 11,123 shares worth $1.88M. The position accounts for 0.45% of the portfolio, ranked #64.

Fruth Investment Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.14M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Fruth Investment Management held 11,123 shares of Phillips 66 worth $1.88M as of Q2 2026.
Fruth Investment Management sold 125 Phillips 66 shares in Q2 2026, an estimated $21.5K.
Phillips 66 made up 0.45% of Fruth Investment Management's portfolio in Q2 2026, its #64 holding.
Fruth Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Fruth Investment Management's Phillips 66 position peaked at $2.14M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.