Greenwood Gearhart’s Phillips 66 PSX Stock Holding History

Greenwood Gearhart’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	$484K	Buy	2,863 +1,071	+60%	+$184K	0.02%	108
2026 Q1	$326K	Buy	+1,792	New	+$281K	0.02%	101
2024 Q4	–	Sell	-1,665	Closed	-$219K	–	136
2024 Q3	$219K	Hold	1,665	–	–	0.02%	101
2024 Q2	$235K	Hold	1,665	–	–	0.02%	98
2024 Q1	$272K	Hold	1,665	–	–	0.03%	90
2023 Q4	$222K	Hold	1,665	–	–	0.02%	90
2023 Q3	$200K	Buy	+1,665	New	+$187K	0.02%	97
2023 Q1	–	Sell	-2,470	Closed	-$257K	–	97
2022 Q4	$257K	Buy	+2,470	New	+$253K	0.04%	90
2022 Q2	–	Sell	-2,370	Closed	-$205K	–	97
2022 Q1	$205K	Buy	+2,370	New	+$199K	0.03%	97
2015 Q1	–	Sell	-24,778	Closed	-$1.78M	–	51
2014 Q4	$1.78M	Sell	24,778 -150	-0.6%	-$11.1K	0.79%	45
2014 Q3	$2.03M	Sell	24,928 -451	-2%	-$37.5K	0.93%	47
2014 Q2	$2.04M	Sell	25,379 -488	-2%	-$40.2K	0.99%	44
2014 Q1	$1.99M	Sell	25,867 -116	-0.4%	-$8.83K	0.99%	48
2013 Q4	$2M	Sell	25,983 -245	-0.9%	-$16.3K	1.04%	47
2013 Q3	$1.52M	Sell	26,228 -132	-0.5%	-$7.65K	0.88%	48
2013 Q2	$1.55M	Buy	+26,360	New	+$1.66M	0.95%	49

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

Greenwood Gearhart's PSX Position: Q2 2026 in Review

Greenwood Gearhart increased its Phillips 66 (PSX) stake by 60% in Q2 2026, buying an estimated $184K and bringing the position to 2,863 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #108.

Greenwood Gearhart first reported a position in PSX in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.04M in Q2 2014. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Greenwood Gearhart held 2,863 shares of Phillips 66 worth $484K as of Q2 2026.
Greenwood Gearhart bought 1,071 Phillips 66 shares in Q2 2026, an estimated $184K.
Phillips 66 made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #108 holding.
Greenwood Gearhart first reported a position in Phillips 66 in Q2 2013 and has held it in 16 quarters since.
Greenwood Gearhart's Phillips 66 position peaked at $2.04M in Q2 2014.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.