Howland Capital Management’s Phillips 66 PSX Stock Holding History

Howland Capital Management’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	$940K	Buy	5,558 +684	+14%	+$118K	0.03%	166
2026 Q1	$888K	Buy	4,874 +3,000	+160%	+$470K	0.04%	157
2025 Q4	$242K	Buy	1,874 +6	+0.3%	+$808	0.01%	251
2025 Q3	$254K	Hold	1,868	–	–	0.01%	254
2025 Q2	$223K	Buy	1,868 +27	+1%	+$3.02K	0.01%	263
2025 Q1	$227K	Buy	+1,841	New	+$227K	0.01%	256
2020 Q3	–	Sell	-2,822	Closed	-$203K	–	219
2020 Q2	$203K	Buy	+2,822	New	+$200K	0.01%	205
2020 Q1	–	Sell	-3,210	Closed	-$358K	–	210
2019 Q4	$358K	Sell	3,210 -230	-7%	-$25.8K	0.03%	173
2019 Q3	$352K	Sell	3,440 -43	-1%	-$4.31K	0.03%	171
2019 Q2	$326K	Sell	3,483 -415	-11%	-$37.2K	0.03%	166
2019 Q1	$371K	Sell	3,898 -152	-4%	-$14.4K	0.03%	159
2018 Q4	$349K	Sell	4,050 -212	-5%	-$20.7K	0.03%	154
2018 Q3	$480K	Sell	4,262 -229	-5%	-$26.5K	0.04%	155
2018 Q2	$504K	Buy	4,491 +50	+1%	+$5.62K	0.04%	152
2018 Q1	$426K	Sell	4,441 -70	-2%	-$6.81K	0.03%	164
2017 Q4	$456K	Sell	4,511 -12	-0.3%	-$1.14K	0.04%	161
2017 Q3	$414K	Sell	4,523 -250	-5%	-$21.2K	0.03%	168
2017 Q2	$395K	Hold	4,773	–	–	0.03%	168
2017 Q1	$378K	Sell	4,773 -250	-5%	-$20.1K	0.03%	168
2016 Q4	$434K	Buy	5,023 +300	+6%	+$24.9K	0.04%	154
2016 Q3	$380K	Buy	4,723 +282	+6%	+$21.9K	0.04%	157
2016 Q2	$352K	Sell	4,441 -32	-0.7%	-$2.61K	0.03%	158
2016 Q1	$387K	Buy	4,473 +32	+0.7%	+$2.6K	0.04%	155
2015 Q4	$363K	Buy	4,441 +776	+21%	+$67K	0.04%	161
2015 Q3	$282K	Buy	3,665 +347	+10%	+$27.6K	0.03%	169
2015 Q2	$267K	Sell	3,318 -4	-0.1%	-$318	0.03%	175
2015 Q1	$261K	Sell	3,322 -170	-5%	-$12.5K	0.03%	175
2014 Q4	$250K	Sell	3,492 -786	-18%	-$58K	0.02%	179
2014 Q3	$348K	Sell	4,278 -1,462	-25%	-$122K	0.04%	157
2014 Q2	$462K	Hold	5,740	–	–	0.05%	138
2014 Q1	$442K	Buy	5,740 +430	+8%	+$32.7K	0.05%	136
2013 Q4	$410K	Buy	5,310 +15	+0.3%	+$1K	0.05%	137
2013 Q3	$306K	Buy	5,295 +4	+0.1%	+$232	0.04%	141
2013 Q2	$312K	Buy	+5,291	New	+$332K	0.05%	113

Other funds holding PSX

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Howland Capital Management's PSX Position: Q2 2026 in Review

Howland Capital Management increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $118K and bringing the position to 5,558 shares worth $940K. The position accounts for 0.03% of the portfolio, ranked #166.

Howland Capital Management first reported a position in PSX in Q2 2013 and has held it in 34 quarters since. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Howland Capital Management held 5,558 shares of Phillips 66 worth $940K as of Q2 2026.
Howland Capital Management bought 684 Phillips 66 shares in Q2 2026, an estimated $118K.
Phillips 66 made up 0.03% of Howland Capital Management's portfolio in Q2 2026, its #166 holding.
Howland Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 34 quarters since.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.