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Kohmann Bosshard Financial Services’s Phillips 66 PSX Stock Holding History

Kohmann Bosshard Financial Services’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 		$417K Hold
2,468
– – 0.04% 144
2026
Q1 		$450K Hold
2,468
– – 0.04% 129
2025
Q4 		$318K Sell
2,468
-155
-6% -$20.9K 0.03% 201
2025
Q3 		$357K Sell
2,623
-20
-0.8% -$2.56K 0.04% 152
2025
Q2 		$315K Hold
2,643
– – 0.04% 145
2025
Q1 		$326K Sell
2,643
-20
-0.8% -$2.46K 0.04% 148
2024
Q4 		$303K Hold
2,663
– – 0.04% 153
2024
Q3 		$350K Buy
2,663
+40
+2% +$5.4K 0.04% 144
2024
Q2 		$370K Hold
2,623
– – 0.05% 135
2024
Q1 		$428K Hold
2,623
– – 0.06% 122
2023
Q4 		$349K Hold
2,623
– – 0.05% 131
2023
Q3 		$315K Hold
2,623
– – 0.05% 128
2023
Q2 		$250K Buy
2,623
+155
+6% +$15.1K 0.04% 153
2023
Q1 		$250K Hold
2,468
– – 0.05% 132
2022
Q4 		$257K Buy
+2,468
New +$252K 0.05% 125
2020
Q3 		– Sell
-2,235
Closed -$161K – 121
2020
Q2 		$161K Hold
2,235
– – 0.06% 101
2020
Q1 		$120K Hold
2,235
– – 0.05% 102
2019
Q4 		$249K Hold
2,235
– – 0.09% 71
2019
Q3 		$229K Buy
2,235
+250
+13% +$25.1K 0.09% 74
2019
Q2 		$186K Hold
1,985
– – 0.08% 82
2019
Q1 		$189K Hold
1,985
– – 0.09% 75
2018
Q4 		$171K Hold
1,985
– – 0.09% 76
2018
Q3 		$224K Hold
1,985
– – 0.11% 59
2018
Q2 		$223K Hold
1,985
– – 0.13% 60
2018
Q1 		$190K Buy
+1,985
New +$193K 0.11% 65

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kohmann Bosshard Financial Services's PSX Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Phillips 66 (PSX) position steady in Q2 2026 at 2,468 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #144.

Kohmann Bosshard Financial Services first reported a position in PSX in Q1 2018 and has held it in 25 quarters since. The position peaked at $450K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,468 shares of Phillips 66 worth $417K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.04% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #144 holding.
  • Kohmann Bosshard Financial Services first reported a position in Phillips 66 in Q1 2018 and has held it in 25 quarters since.
  • Kohmann Bosshard Financial Services's Phillips 66 position peaked at $450K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.