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Intrua Financial’s Phillips 66 PSX Stock Holding History

Intrua Financial’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 		$1.43M Sell
8,430
-186
-2% -$32K 0.13% 127
2026
Q1 		$1.57M Sell
8,616
-1,198
-12% -$188K 0.16% 109
2025
Q4 		$1.27M Buy
9,814
+425
+5% +$57.2K 0.13% 123
2025
Q3 		$1.28M Buy
9,389
+80
+0.9% +$10.2K 0.14% 119
2025
Q2 		$1.11M Buy
9,309
+419
+5% +$46.9K 0.15% 101
2025
Q1 		$1.1M Buy
8,890
+718
+9% +$88.5K 0.16% 100
2024
Q4 		$931K Sell
8,172
-158
-2% -$20.1K 0.14% 115
2024
Q3 		$1.1M Hold
8,330
– – 0.16% 114
2024
Q2 		$1.18M Sell
8,330
-223
-3% -$33K 0.18% 110
2024
Q1 		$1.4M Sell
8,553
-245
-3% -$35.3K 0.2% 106
2023
Q4 		$1.17M Sell
8,798
-121
-1% -$14.5K 0.17% 123
2023
Q3 		$1.07M Sell
8,919
-456
-5% -$51.2K 0.18% 113
2023
Q2 		$894K Buy
9,375
+805
+9% +$78.3K 0.15% 131
2023
Q1 		$799K Sell
8,570
-211
-2% -$21.5K 0.17% 127
2022
Q4 		$917K Buy
8,781
+1,492
+20% +$153K 0.21% 114
2022
Q3 		$588K Buy
7,289
+773
+12% +$65.9K 0.16% 143
2022
Q2 		$534K Buy
6,516
+3
+0% +$278 0.11% 194
2022
Q1 		$563K Sell
6,513
-1,738
-21% -$146K 0.1% 208
2021
Q4 		$598K Buy
8,251
+1,103
+15% +$83.4K 0.1% 193
2021
Q3 		$553K Buy
7,148
+875
+14% +$63.3K 0.1% 195
2021
Q2 		$467K Buy
6,273
+55
+0.9% +$4.64K 0.11% 172
2021
Q1 		$486K Buy
6,218
+100
+2% +$7.85K 0.12% 160
2020
Q4 		$428K Sell
6,118
-776
-11% -$45.6K 0.19% 114
2020
Q3 		$405K Sell
6,894
-1,265
-16% -$77.2K 0.2% 112
2020
Q2 		$511K Buy
+8,159
New +$578K 0.2% 111

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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

Intrua Financial's PSX Position: Q2 2026 in Review

Intrua Financial reduced its Phillips 66 (PSX) stake by 2.2% in Q2 2026, selling an estimated $32K and leaving 8,430 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #127.

Intrua Financial first reported a position in PSX in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.57M in Q1 2026. 789 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Intrua Financial held 8,430 shares of Phillips 66 worth $1.43M as of Q2 2026.
  • Intrua Financial sold 186 Phillips 66 shares in Q2 2026, an estimated $32K.
  • Phillips 66 made up 0.13% of Intrua Financial's portfolio in Q2 2026, its #127 holding.
  • Intrua Financial first reported a position in Phillips 66 in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Phillips 66 position peaked at $1.57M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.