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Hunter Associates Investment Management’s Phillips 66 PSX Stock Holding History

Hunter Associates Investment 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 		$1.17M Sell
6,893
-16
-0.2% -$2.75K 0.13% 133
2026
Q1 		$1.26M Buy
6,909
+7
+0.1% +$1.1K 0.17% 122
2025
Q4 		$892K Buy
6,902
+125
+2% +$16.8K 0.12% 143
2025
Q3 		$921K Sell
6,777
-150
-2% -$19.2K 0.13% 139
2025
Q2 		$830K Sell
6,927
-82
-1% -$9.19K 0.12% 147
2025
Q1 		$866K Hold
7,009
– – 0.13% 140
2024
Q4 		$794K Buy
7,009
+98
+1% +$12.5K 0.12% 143
2024
Q3 		$907K Sell
6,911
-52
-0.7% -$7.02K 0.14% 140
2024
Q2 		$981K Sell
6,963
-100
-1% -$14.8K 0.16% 125
2024
Q1 		$1.15M Sell
7,063
-250
-3% -$36K 0.19% 118
2023
Q4 		$973K Buy
7,313
+1
+0% +$120 0.18% 115
2023
Q3 		$877K Buy
7,312
+52
+0.7% +$5.84K 0.18% 115
2023
Q2 		$698K Sell
7,260
-7
-0.1% -$680 0.14% 137
2023
Q1 		$736K Hold
7,267
– – 0.16% 113
2022
Q4 		$756K Buy
7,267
+500
+7% +$51.1K 0.18% 103
2022
Q3 		$544K Hold
6,767
– – 0.14% 126
2022
Q2 		$550K Buy
+6,767
New +$626K 0.14% 122
2021
Q2 		– Sell
-7,539
Closed -$615K – 180
2021
Q1 		$615K Sell
7,539
-76
-1% -$5.96K 0.14% 110
2020
Q4 		$533K Sell
7,615
-515
-6% -$30.2K 0.13% 112
2020
Q3 		$421K Sell
8,130
-600
-7% -$36.6K 0.12% 120
2020
Q2 		$628K Buy
8,730
+150
+2% +$10.6K 0.19% 93
2020
Q1 		$460K Buy
8,580
+121
+1% +$9.85K 0.18% 91
2019
Q4 		$942K Sell
8,459
-175
-2% -$19.7K 0.29% 70
2019
Q3 		$884K Buy
8,634
+312
+4% +$31.3K 0.3% 69
2019
Q2 		$778K Hold
8,322
– – 0.27% 78
2019
Q1 		$792K Sell
8,322
-11
-0.1% -$1.05K 0.28% 75
2018
Q4 		$718K Hold
8,333
– – 0.29% 76
2018
Q3 		$939K Hold
8,333
– – 0.32% 68
2018
Q2 		$936K Hold
8,333
– – 0.34% 67
2018
Q1 		$799K Hold
8,333
– – 0.3% 74
2017
Q4 		$843K Hold
8,333
– – 0.31% 70
2017
Q3 		$763K Hold
8,333
– – 0.3% 73
2017
Q2 		$689K Hold
8,333
– – 0.28% 75
2017
Q1 		$660K Hold
8,333
– – 0.28% 73
2016
Q4 		$720K Sell
8,333
-75
-0.9% -$6.24K 0.31% 74
2016
Q3 		$677K Sell
8,408
-150
-2% -$11.7K 0.29% 76
2016
Q2 		$679K Hold
8,558
– – 0.29% 77
2016
Q1 		$741K Sell
8,558
-1,865
-18% -$152K 0.34% 73
2015
Q4 		$853K Sell
10,423
-400
-4% -$34.5K 0.37% 62
2015
Q3 		$832K Hold
10,823
– – 0.39% 59
2015
Q2 		$872K Sell
10,823
-500
-4% -$39.7K 0.36% 68
2015
Q1 		$890K Hold
11,323
– – 0.35% 68
2014
Q4 		$812K Sell
11,323
-200
-2% -$14.8K 0.31% 73
2014
Q3 		$937K Hold
11,523
– – 0.37% 65
2014
Q2 		$927K Buy
11,523
+350
+3% +$28.8K 0.36% 65
2014
Q1 		$861K Sell
11,173
-360
-3% -$27.4K 0.34% 69
2013
Q4 		$890K Sell
11,533
-437
-4% -$29.2K 0.34% 67
2013
Q3 		$692K Sell
11,970
-1,710
-13% -$99.1K 0.29% 72
2013
Q2 		$806K Buy
+13,680
New +$860K 0.3% 76

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hunter Associates Investment Management's PSX Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Phillips 66 (PSX) stake by 0.23% in Q2 2026, selling an estimated $2.75K and leaving 6,893 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #133.

Hunter Associates Investment Management first reported a position in PSX in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.26M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hunter Associates Investment Management held 6,893 shares of Phillips 66 worth $1.17M as of Q2 2026.
  • Hunter Associates Investment Management sold 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
  • Phillips 66 made up 0.13% of Hunter Associates Investment Management's portfolio in Q2 2026, its #133 holding.
  • Hunter Associates Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 49 quarters since.
  • Hunter Associates Investment Management's Phillips 66 position peaked at $1.26M in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.