Great Diamond Partners’s Phillips 66 PSX Stock Holding History

Great Diamond Partners’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	$283K	Hold	1,673	–	–	0.05%	207
2026 Q1	$305K	Sell	1,673 -91	-5%	-$14.3K	0.06%	197
2025 Q4	$228K	Hold	1,764	–	–	0.04%	214
2025 Q3	$240K	Hold	1,764	–	–	0.05%	210
2025 Q2	$210K	Hold	1,764	–	–	0.04%	215
2025 Q1	$218K	Hold	1,764	–	–	0.06%	161
2024 Q4	$201K	Sell	1,764 -3,578	-67%	-$455K	0.05%	184
2024 Q3	$702K	Sell	5,342 -352	-6%	-$47.5K	0.18%	102
2024 Q2	$804K	Buy	5,694 +58	+1%	+$8.59K	0.19%	101
2024 Q1	$921K	Buy	5,636 +3,872	+220%	+$558K	0.21%	101
2023 Q4	$235K	Hold	1,764	–	–	0.06%	207
2023 Q3	$212K	Buy	+1,764	New	+$198K	0.06%	213
2020 Q1	–	Sell	-2,247	Closed	-$250K	–	478
2019 Q4	$250K	Buy	+2,247	New	+$252K	0.1%	132

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

Great Diamond Partners's PSX Position: Q2 2026 in Review

Great Diamond Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 1,673 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #207.

Great Diamond Partners first reported a position in PSX in Q4 2019 and has held it in 13 quarters since. The position peaked at $921K in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Great Diamond Partners held 1,673 shares of Phillips 66 worth $283K as of Q2 2026.
Great Diamond Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.05% of Great Diamond Partners's portfolio in Q2 2026, its #207 holding.
Great Diamond Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 13 quarters since.
Great Diamond Partners's Phillips 66 position peaked at $921K in Q1 2024.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.