Greenfield Savings Bank’s Phillips 66 PSX Stock Holding History

Greenfield Savings Bank’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	$394K	Hold	2,333	–	–	0.15%	120
2026 Q1	$425K	Hold	2,333	–	–	0.18%	116
2025 Q4	$301K	Sell	2,333 -75	-3%	-$10.1K	0.13%	128
2025 Q3	$328K	Sell	2,408 -25	-1%	-$3.2K	0.14%	129
2025 Q2	$290K	Hold	2,433	–	–	0.13%	127
2025 Q1	$300K	Hold	2,433	–	–	0.15%	122
2024 Q4	$277K	Hold	2,433	–	–	0.13%	128
2024 Q3	$320K	Hold	2,433	–	–	0.15%	124
2024 Q2	$343K	Sell	2,433 -89	-4%	-$13.2K	0.18%	112
2024 Q1	$412K	Hold	2,522	–	–	0.22%	105
2023 Q4	$336K	Hold	2,522	–	–	0.19%	112
2023 Q3	$303K	Sell	2,522 -15	-0.6%	-$1.68K	0.19%	111
2023 Q2	$242K	Buy	2,537 +177	+8%	+$17.2K	0.16%	117
2023 Q1	$239K	Hold	2,360	–	–	0.16%	121
2022 Q4	$246K	Buy	+2,360	New	+$241K	0.16%	120

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 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

Greenfield Savings Bank's PSX Position: Q2 2026 in Review

Greenfield Savings Bank held its Phillips 66 (PSX) position steady in Q2 2026 at 2,333 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #120.

Greenfield Savings Bank first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Greenfield Savings Bank held 2,333 shares of Phillips 66 worth $394K as of Q2 2026.
Greenfield Savings Bank left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.15% of Greenfield Savings Bank's portfolio in Q2 2026, its #120 holding.
Greenfield Savings Bank first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
Greenfield Savings Bank's Phillips 66 position peaked at $425K in Q1 2026.
1,075 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.