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Great Lakes Retirement’s Phillips 66 PSX Stock Holding History

Great Lakes Retirement’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 		$2.82M Buy
16,661
+679
+4% +$117K 0.25% 84
2026
Q1 		$2.91M Buy
15,982
+123
+0.8% +$19.3K 0.3% 73
2025
Q4 		$2.05M Buy
15,859
+493
+3% +$66.4K 0.21% 100
2025
Q3 		$2.09M Buy
15,366
+2,101
+16% +$269K 0.23% 98
2025
Q2 		$1.58M Buy
13,265
+1,426
+12% +$160K 0.19% 114
2025
Q1 		$1.46M Buy
11,839
+935
+9% +$115K 0.19% 116
2024
Q4 		$1.24M Buy
10,904
+491
+5% +$62.5K 0.16% 135
2024
Q3 		$1.37M Buy
10,413
+127
+1% +$17.1K 0.18% 126
2024
Q2 		$1.45M Buy
10,286
+1,479
+17% +$219K 0.2% 100
2024
Q1 		$1.44M Sell
8,807
-19
-0.2% -$2.74K 0.21% 100
2023
Q4 		$1.18M Buy
+8,826
New +$1.05M 0.19% 112

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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 Lakes Retirement's PSX Position: Q2 2026 in Review

Great Lakes Retirement increased its Phillips 66 (PSX) stake by 4.2% in Q2 2026, buying an estimated $117K and bringing the position to 16,661 shares worth $2.82M. The position accounts for 0.25% of the portfolio, ranked #84.

Great Lakes Retirement first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q1 2026. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Great Lakes Retirement held 16,661 shares of Phillips 66 worth $2.82M as of Q2 2026.
  • Great Lakes Retirement bought 679 Phillips 66 shares in Q2 2026, an estimated $117K.
  • Phillips 66 made up 0.25% of Great Lakes Retirement's portfolio in Q2 2026, its #84 holding.
  • Great Lakes Retirement first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Great Lakes Retirement's Phillips 66 position peaked at $2.91M in Q1 2026.
  • 962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.