Independence Bank of Kentucky’s Phillips 66 PSX Stock Holding History

Independence Bank of Kentucky’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	$497K	Sell	2,938 -303	-9%	-$52.2K	0.06%	212
2026 Q1	$590K	Sell	3,241 -14	-0.4%	-$2.19K	0.07%	191
2025 Q4	$420K	Buy	3,255 +14	+0.4%	+$1.88K	0.05%	219
2025 Q3	$441K	Sell	3,241 -200	-6%	-$25.6K	0.06%	218
2025 Q2	$411K	Sell	3,441 -10	-0.3%	-$1.12K	0.06%	217
2025 Q1	$426K	Buy	3,451 +137	+4%	+$16.9K	0.07%	210
2024 Q4	$378K	Buy	3,314 +1,748	+112%	+$222K	0.06%	221
2024 Q3	$206K	Buy	1,566 +495	+46%	+$66.8K	0.04%	250
2024 Q2	$151K	Buy	1,071 +270	+34%	+$40K	0.04%	262
2024 Q1	$131K	Buy	801 +5	+0.6%	+$721	0.04%	258
2023 Q4	$106K	Buy	796 +771	+3,084%	+$92.2K	0.04%	253
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	456
2023 Q2	$2.38K	Hold	25	–	–	﹤0.01%	477
2023 Q1	$2.54K	Hold	25	–	–	﹤0.01%	408
2022 Q4	$3K	Sell	25 -13	-34%	-$1.33K	﹤0.01%	408
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	399
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	395
2022 Q1	$3K	Buy	38 +25	+192%	+$2.1K	﹤0.01%	394
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	395
2021 Q3	$1K	Buy	+13	New	+$941	﹤0.01%	395
2021 Q2	–	Sell	-200	Closed	-$16K	–	395
2021 Q1	$16K	Buy	+200	New	+$15.7K	0.01%	311

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independence Bank of Kentucky's PSX Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Phillips 66 (PSX) stake by 9.3% in Q2 2026, selling an estimated $52.2K and leaving 2,938 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #212.

Independence Bank of Kentucky first reported a position in PSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $590K in Q1 2026. 1,619 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Independence Bank of Kentucky held 2,938 shares of Phillips 66 worth $497K as of Q2 2026.
Independence Bank of Kentucky sold 303 Phillips 66 shares in Q2 2026, an estimated $52.2K.
Phillips 66 made up 0.06% of Independence Bank of Kentucky's portfolio in Q2 2026, its #212 holding.
Independence Bank of Kentucky first reported a position in Phillips 66 in Q1 2021 and has held it in 21 quarters since.
Independence Bank of Kentucky's Phillips 66 position peaked at $590K in Q1 2026.
1,619 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.