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Grove Bank & Trust’s Phillips 66 PSX Stock Holding History

Grove Bank & Trust’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
Q3 		$336K Hold
1,317
– – 0.03% 213
2026
Q2 		$223K Hold
1,317
– – 0.02% 249
2026
Q1 		$240K Sell
1,317
-80
-6% -$12.5K 0.03% 239
2025
Q4 		$180K Buy
1,397
+83
+6% +$11.2K 0.02% 271
2025
Q3 		$179K Buy
1,314
+8
+0.6% +$1.02K 0.02% 259
2025
Q2 		$156K Sell
1,306
-42
-3% -$4.71K 0.02% 277
2025
Q1 		$166K Buy
1,348
+260
+24% +$32K 0.02% 261
2024
Q4 		$124K Buy
1,088
+123
+13% +$15.6K 0.02% 273
2024
Q3 		$127K Sell
965
-196
-17% -$26.5K 0.02% 271
2024
Q2 		$164K Sell
1,161
-15
-1% -$2.22K 0.03% 240
2024
Q1 		$192K Hold
1,176
– – 0.03% 233
2023
Q4 		$157K Sell
1,176
-36
-3% -$4.3K 0.03% 238
2023
Q3 		$146K Buy
1,212
+97
+9% +$10.9K 0.03% 242
2023
Q2 		$106K Hold
1,115
– – 0.02% 283
2023
Q1 		$113K Buy
1,115
+59
+6% +$6K 0.02% 276
2022
Q4 		$110K Buy
+1,056
New +$108K 0.02% 274
2018
Q1 		– Sell
-559
Closed -$57K – 387
2017
Q4 		$57K Hold
559
– – 0.02% 280
2017
Q3 		$51K Buy
559
+140
+33% +$11.9K 0.02% 296
2017
Q2 		$35K Buy
419
+210
+100% +$16.5K 0.02% 299
2017
Q1 		$17K Hold
209
– – 0.01% 311
2016
Q4 		$18K Buy
+209
New +$17.4K 0.01% 329

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Grove Bank & Trust's PSX Position: Q3 2026 in Review

Grove Bank & Trust held its Phillips 66 (PSX) position steady in Q3 2026 at 1,317 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #213.

Grove Bank & Trust first reported a position in PSX in Q4 2016 and has held it in 21 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Grove Bank & Trust held 1,317 shares of Phillips 66 worth $336K as of Q3 2026.
  • Grove Bank & Trust left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #213 holding.
  • Grove Bank & Trust first reported a position in Phillips 66 in Q4 2016 and has held it in 21 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.