Ipswich Investment Management’s Phillips 66 PSX Stock Holding History

Ipswich 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	$423K	Hold	2,500	–	–	0.09%	139
2026 Q1	$455K	Buy	2,500 +100	+4%	+$15.7K	0.11%	135
2025 Q4	$310K	Hold	2,400	–	–	0.07%	146
2025 Q3	$326K	Hold	2,400	–	–	0.08%	143
2025 Q2	$286K	Hold	2,400	–	–	0.07%	156
2025 Q1	$296K	Hold	2,400	–	–	0.07%	148
2024 Q4	$273K	Hold	2,400	–	–	0.07%	162
2024 Q3	$315K	Hold	2,400	–	–	0.07%	157
2024 Q2	$339K	Hold	2,400	–	–	0.08%	150
2024 Q1	$392K	Hold	2,400	–	–	0.09%	141
2023 Q4	$320K	Hold	2,400	–	–	0.08%	149
2023 Q3	$288K	Hold	2,400	–	–	0.08%	150
2023 Q2	$229K	Hold	2,400	–	–	0.06%	173
2023 Q1	$243K	Hold	2,400	–	–	0.07%	166
2022 Q4	$250K	Buy	+2,400	New	+$245K	0.07%	163
2022 Q2	–	Sell	-2,400	Closed	-$207K	–	186
2022 Q1	$207K	Buy	+2,400	New	+$202K	0.05%	184
2021 Q3	–	Sell	-2,700	Closed	-$232K	–	198
2021 Q2	$232K	Hold	2,700	–	–	0.06%	183
2021 Q1	$220K	Sell	2,700 -230	-8%	-$18K	0.06%	178
2020 Q4	$205K	Buy	+2,930	New	+$172K	0.06%	171
2020 Q3	–	Sell	-3,280	Closed	-$236K	–	172
2020 Q2	$236K	Buy	+3,280	New	+$232K	0.08%	148
2020 Q1	–	Sell	-3,280	Closed	-$365K	–	175
2019 Q4	$365K	Hold	3,280	–	–	0.11%	139
2019 Q3	$336K	Hold	3,280	–	–	0.11%	145
2019 Q2	$307K	Sell	3,280 -100	-3%	-$8.97K	0.1%	144
2019 Q1	$322K	Hold	3,380	–	–	0.11%	142
2018 Q4	$291K	Hold	3,380	–	–	0.11%	138
2018 Q3	$381K	Buy	+3,380	New	+$391K	0.13%	125
2018 Q2	–	Sell	-3,705	Closed	-$355K	–	131
2018 Q1	$355K	Hold	3,705	–	–	0.15%	112
2017 Q4	$375K	Hold	3,705	–	–	0.16%	107
2017 Q3	$339K	Hold	3,705	–	–	0.15%	106
2017 Q2	$306K	Sell	3,705 -130	-3%	-$10.2K	0.14%	107
2017 Q1	$304K	Sell	3,835 -75	-2%	-$6.04K	0.13%	108
2016 Q4	$338K	Hold	3,910	–	–	0.15%	100
2016 Q3	$315K	Hold	3,910	–	–	0.15%	104
2016 Q2	$310K	Hold	3,910	–	–	0.15%	108
2016 Q1	$306K	Hold	3,910	–	–	0.15%	104
2015 Q4	$320K	Hold	3,910	–	–	0.14%	100
2015 Q3	$300K	Buy	3,910 +1,145	+41%	+$91K	0.14%	105
2015 Q2	$223K	Hold	2,765	–	–	0.1%	120
2015 Q1	$217K	Buy	+2,765	New	+$203K	0.1%	124
2014 Q4	–	Sell	-2,765	Closed	-$225K	–	139
2014 Q3	$225K	Sell	2,765 -1,055	-28%	-$87.8K	0.1%	116
2014 Q2	$307K	Buy	3,820 +1,055	+38%	+$86.9K	0.12%	109
2014 Q1	$213K	Sell	2,765 -1,055	-28%	-$80.3K	0.09%	119
2013 Q4	$294K	Hold	3,820	–	–	0.12%	112
2013 Q3	$221K	Hold	3,820	–	–	0.1%	126
2013 Q2	$225K	Buy	+3,820	New	+$240K	0.1%	130

Other funds holding PSX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Ipswich Investment Management's PSX Position: Q2 2026 in Review

Ipswich Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,500 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #139.

Ipswich Investment Management first reported a position in PSX in Q2 2013 and has held it in 45 quarters since. The position peaked at $455K in Q1 2026. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Ipswich Investment Management held 2,500 shares of Phillips 66 worth $423K as of Q2 2026.
Ipswich Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.09% of Ipswich Investment Management's portfolio in Q2 2026, its #139 holding.
Ipswich Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 45 quarters since.
Ipswich Investment Management's Phillips 66 position peaked at $455K in Q1 2026.
517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.