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General Partner Inc’s Phillips 66 PSX Stock Holding History

General Partner Inc’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 		$220K Hold
1,303
– – 0.12% 89
2026
Q1 		$237K Hold
1,303
– – 0.14% 84
2025
Q4 		$168K Hold
1,303
– – 0.1% 94
2025
Q3 		$177K Hold
1,303
– – 0.1% 93
2025
Q2 		$155K Hold
1,303
– – 0.09% 96
2025
Q1 		$161K Hold
1,303
– – 0.1% 87
2024
Q4 		$148K Hold
1,303
– – 0.09% 90
2024
Q3 		$171K Hold
1,303
– – 0.11% 84
2024
Q2 		$184K Buy
1,303
+2
+0.2% +$296 0.12% 83
2024
Q1 		$213K Buy
1,301
+561
+76% +$80.8K 0.13% 81
2023
Q4 		$98.5K Hold
740
– – 0.08% 80
2023
Q3 		$88.9K Hold
740
– – 0.08% 86
2023
Q2 		$70.6K Hold
740
– – 0.06% 91
2023
Q1 		$75K Hold
740
– – 0.07% 88
2022
Q4 		$77K Buy
+740
New +$75.7K 0.07% 97

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

General Partner Inc's PSX Position: Q2 2026 in Review

General Partner Inc held its Phillips 66 (PSX) position steady in Q2 2026 at 1,303 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #89.

General Partner Inc first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $237K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • General Partner Inc held 1,303 shares of Phillips 66 worth $220K as of Q2 2026.
  • General Partner Inc left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.12% of General Partner Inc's portfolio in Q2 2026, its #89 holding.
  • General Partner Inc first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • General Partner Inc's Phillips 66 position peaked at $237K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.