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Investment House LLC’s Phillips 66 PSX Stock Holding History

Investment House LLC’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 		– Sell
-1,163
Closed -$212K – 233
2026
Q1 		$212K Buy
+1,163
New +$182K 0.01% 212
2021
Q1 		– Sell
-3,781
Closed -$264K – 218
2020
Q4 		$264K Sell
3,781
-200
-5% -$11.7K 0.02% 200
2020
Q3 		$206K Sell
3,981
-112
-3% -$6.83K 0.02% 199
2020
Q2 		$294K Buy
+4,093
New +$290K 0.03% 162

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

Investment House LLC's PSX Position: Q2 2026 in Review

Investment House LLC sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,163 shares — an estimated $212K sold.

Investment House LLC first reported a position in PSX in Q2 2020 and held it in 4 quarters. The position peaked at $294K in Q2 2020. 1,026 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Investment House LLC reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Investment House LLC sold 1,163 Phillips 66 shares in Q2 2026, an estimated $212K.
  • Investment House LLC first reported a position in Phillips 66 in Q2 2020 and held it in 4 quarters.
  • Investment House LLC's Phillips 66 position peaked at $294K in Q2 2020.
  • 1,026 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.