Guardian Partners’s Phillips 66 PSX Stock Holding History

Guardian 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	$123K	Buy	+725	New	+$125K	0.01%	227

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Guardian Partners's PSX Position: Q2 2026 in Review

Guardian Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 725 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

860 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Guardian Partners held 725 shares of Phillips 66 worth $123K as of Q2 2026.
Phillips 66 was a new Guardian Partners position in Q2 2026.
Phillips 66 made up 0.01% of Guardian Partners's portfolio in Q2 2026, its #227 holding.
860 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.