Investors Research Corp’s Phillips 66 PSX Stock Holding History

Investors Research Corp’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	$786K	Sell	4,650 -42	-0.9%	-$7.23K	0.14%	124
2026 Q1	$855K	Sell	4,692 -84	-2%	-$13.2K	0.16%	117
2025 Q4	$616K	Hold	4,776	–	–	0.11%	173
2025 Q3	$650K	Hold	4,776	–	–	0.12%	172
2025 Q2	$570K	Hold	4,776	–	–	0.11%	190
2025 Q1	$590K	Hold	4,776	–	–	0.13%	171
2024 Q4	$544K	Hold	4,776	–	–	0.12%	185
2024 Q3	$628K	Hold	4,776	–	–	0.14%	176
2024 Q2	$674K	Hold	4,776	–	–	0.16%	167
2024 Q1	$780K	Sell	4,776 -3,658	-43%	-$527K	0.18%	139
2023 Q4	$1.12M	Buy	8,434 +194	+2%	+$23.2K	0.27%	90
2023 Q3	$990K	Sell	8,240 -1,102	-12%	-$124K	0.26%	98
2023 Q2	$891K	Sell	9,342 -75	-0.8%	-$7.29K	0.22%	117
2023 Q1	$955K	Sell	9,417 -200	-2%	-$20.3K	0.25%	107
2022 Q4	$1M	Sell	9,617 -106	-1%	-$10.8K	0.27%	94
2022 Q3	$785K	Hold	9,723	–	–	0.24%	112
2022 Q2	$797K	Hold	9,723	–	–	0.24%	117
2022 Q1	$840K	Hold	9,723	–	–	0.24%	119
2021 Q4	$705K	Hold	9,723	–	–	0.21%	133
2021 Q3	$681K	Hold	9,723	–	–	0.23%	130
2021 Q2	$834K	Hold	9,723	–	–	0.29%	113
2021 Q1	$793K	Sell	9,723 -300	-3%	-$23.5K	0.3%	117
2020 Q4	$701K	Hold	10,023	–	–	0.28%	125
2020 Q3	$520K	Sell	10,023 -50	-0.5%	-$3.05K	0.25%	126
2020 Q2	$724K	Hold	10,073	–	–	0.36%	83
2020 Q1	$540K	Buy	10,073 +8,425	+511%	+$686K	0.34%	96
2019 Q4	$184K	Hold	1,648	–	–	0.08%	299
2019 Q3	$169K	Buy	1,648 +126	+8%	+$12.6K	0.09%	286
2019 Q2	$142K	Hold	1,522	–	–	0.07%	314
2019 Q1	$145K	Buy	+1,522	New	+$145K	0.08%	314

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

Investors Research Corp's PSX Position: Q2 2026 in Review

Investors Research Corp reduced its Phillips 66 (PSX) stake by 0.9% in Q2 2026, selling an estimated $7.23K and leaving 4,650 shares worth $786K. The position accounts for 0.14% of the portfolio, ranked #124.

Investors Research Corp first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.12M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Investors Research Corp held 4,650 shares of Phillips 66 worth $786K as of Q2 2026.
Investors Research Corp sold 42 Phillips 66 shares in Q2 2026, an estimated $7.23K.
Phillips 66 made up 0.14% of Investors Research Corp's portfolio in Q2 2026, its #124 holding.
Investors Research Corp first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Phillips 66 position peaked at $1.12M in Q4 2023.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.