Global Financial Private Client’s Phillips 66 PSX Stock Holding History

Global Financial Private Client’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	$203K	Buy	1,202 +16	+1%	+$2.75K	0.06%	244
2026 Q1	$216K	Buy	+1,186	New	+$186K	0.07%	224
2025 Q2	–	Sell	-1,102	Closed	-$136K	–	1259
2025 Q1	$136K	Buy	1,102 +24	+2%	+$2.96K	0.05%	237
2024 Q4	$123K	Sell	1,078 -15	-1%	-$1.91K	0.05%	238
2024 Q3	$144K	Sell	1,093 -3,295	-75%	-$445K	0.06%	219
2024 Q2	$620K	Buy	4,388 +232	+6%	+$34.3K	0.26%	106
2024 Q1	$679K	Buy	4,156 +3,169	+321%	+$457K	0.29%	95
2023 Q4	$131K	Hold	987	–	–	0.06%	201
2023 Q3	$117K	Hold	987	–	–	0.06%	203
2023 Q2	$94.4K	Hold	987	–	–	0.05%	224
2023 Q1	$102K	Hold	987	–	–	0.05%	208
2022 Q4	$103K	Hold	987	–	–	0.06%	196
2022 Q3	$83.5K	Hold	987	–	–	0.05%	212
2022 Q2	$83.3K	Hold	987	–	–	0.05%	208
2022 Q1	$84.8K	Hold	987	–	–	0.04%	215
2021 Q4	$71.5K	Hold	987	–	–	0.03%	239
2021 Q3	$71.6K	Hold	987	–	–	0.04%	215
2021 Q2	$86K	Hold	987	–	–	0.05%	196
2021 Q1	$82.1K	Hold	987	–	–	0.06%	171
2020 Q4	$69K	Buy	987 +12	+1%	+$704	0.05%	163
2020 Q3	$49K	Hold	975	–	–	0.04%	191
2020 Q2	$67.4K	Hold	975	–	–	0.06%	181
2020 Q1	$48.3K	Hold	975	–	–	0.05%	214
2019 Q4	$109K	Buy	+975	New	+$110K	0.09%	154

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Global Financial Private Client's PSX Position: Q2 2026 in Review

Global Financial Private Client increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,202 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #244.

Global Financial Private Client first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $679K in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Global Financial Private Client held 1,202 shares of Phillips 66 worth $203K as of Q2 2026.
Global Financial Private Client bought 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
Phillips 66 made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #244 holding.
Global Financial Private Client first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
Global Financial Private Client's Phillips 66 position peaked at $679K in Q1 2024.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.