Indiana Trust & Investment Management’s Phillips 66 PSX Stock Holding History

Indiana Trust & 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	$321K	Hold	1,900	–	–	0.09%	150
2026 Q1	$346K	Sell	1,900 -45	-2%	-$7.05K	0.11%	134
2025 Q4	$251K	Hold	1,945	–	–	0.07%	156
2025 Q3	$265K	Hold	1,945	–	–	0.08%	152
2025 Q2	$232K	Hold	1,945	–	–	0.08%	162
2025 Q1	$240K	Hold	1,945	–	–	0.09%	150
2024 Q4	$222K	Hold	1,945	–	–	0.08%	165
2024 Q3	$256K	Hold	1,945	–	–	0.09%	147
2024 Q2	$275K	Buy	1,945 +1,500	+337%	+$222K	0.1%	135
2024 Q1	$72.7K	Buy	+445	New	+$64.1K	0.03%	252
2014 Q1	–	Sell	-1,123	Closed	-$87K	–	203
2013 Q4	$87K	Buy	1,123 +33	+3%	+$2.2K	0.05%	138
2013 Q3	$63K	Buy	+1,090	New	+$63.2K	0.04%	156

Other funds holding PSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Indiana Trust & Investment Management's PSX Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,900 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #150.

Indiana Trust & Investment Management first reported a position in PSX in Q3 2013 and has held it in 12 quarters since. The position peaked at $346K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Indiana Trust & Investment Management held 1,900 shares of Phillips 66 worth $321K as of Q2 2026.
Indiana Trust & Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #150 holding.
Indiana Trust & Investment Management first reported a position in Phillips 66 in Q3 2013 and has held it in 12 quarters since.
Indiana Trust & Investment Management's Phillips 66 position peaked at $346K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.