Kuhn & Co Investment Counsel’s Phillips 66 PSX Stock Holding History

Kuhn & Co Investment Counsel’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	$1.07M	Buy	6,302 +8	+0.1%	+$1.38K	0.62%	43
2026 Q1	$1.15M	Buy	6,294 +1,300	+26%	+$204K	0.74%	37
2025 Q4	$644K	Buy	4,994 +1,209	+32%	+$163K	0.43%	71
2025 Q3	$515K	Sell	3,785 -1,118	-23%	-$143K	0.41%	79
2025 Q2	$585K	Buy	4,903 +935	+24%	+$105K	0.44%	78
2025 Q1	$490K	Hold	3,968	–	–	0.41%	80
2024 Q4	$452K	Hold	3,968	–	–	0.38%	80
2024 Q3	$522K	Hold	3,968	–	–	0.45%	80
2024 Q2	$560K	Hold	3,968	–	–	0.5%	64
2024 Q1	$648K	Hold	3,968	–	–	0.61%	53
2023 Q4	$528K	Buy	+3,968	New	+$474K	0.54%	59

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

Kuhn & Co Investment Counsel's PSX Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Phillips 66 (PSX) stake by 0.13% in Q2 2026, buying an estimated $1.38K and bringing the position to 6,302 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #43.

Kuhn & Co Investment Counsel first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Kuhn & Co Investment Counsel held 6,302 shares of Phillips 66 worth $1.07M as of Q2 2026.
Kuhn & Co Investment Counsel bought 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
Phillips 66 made up 0.62% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #43 holding.
Kuhn & Co Investment Counsel first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Phillips 66 position peaked at $1.15M in Q1 2026.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.