Impact Capital Partners’s Phillips 66 PSX Stock Holding History

Impact Capital 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	$1.61M	Buy	9,511 +414	+5%	+$71.3K	0.44%	55
2026 Q1	$1.66M	Sell	9,097 -100	-1%	-$15.7K	0.5%	53
2025 Q4	$1.19M	Buy	9,197 +874	+11%	+$118K	0.35%	62
2025 Q3	$1.13M	Buy	8,323 +770	+10%	+$98.6K	0.34%	63
2025 Q2	$901K	Buy	7,553 +153	+2%	+$17.1K	0.3%	76
2025 Q1	$914K	Buy	7,400 +869	+13%	+$107K	0.33%	76
2024 Q4	$744K	Buy	+6,531	New	+$831K	0.26%	96

Other funds holding PSX

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Impact Capital Partners's PSX Position: Q2 2026 in Review

Impact Capital Partners increased its Phillips 66 (PSX) stake by 4.6% in Q2 2026, buying an estimated $71.3K and bringing the position to 9,511 shares worth $1.61M. The position accounts for 0.44% of the portfolio, ranked #55.

Impact Capital Partners first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 515 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Impact Capital Partners held 9,511 shares of Phillips 66 worth $1.61M as of Q2 2026.
Impact Capital Partners bought 414 Phillips 66 shares in Q2 2026, an estimated $71.3K.
Phillips 66 made up 0.44% of Impact Capital Partners's portfolio in Q2 2026, its #55 holding.
Impact Capital Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Phillips 66 position peaked at $1.66M in Q1 2026.
515 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.