Liberty Capital Management’s Phillips 66 PSX Stock Holding History

Liberty Capital 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	$469K	Buy	+2,772	New	+$477K	0.08%	127
2025 Q4	$358K	Hold	2,772	–	–	0.07%	136
2025 Q3	$377K	Hold	2,772	–	–	0.07%	130
2025 Q2	$331K	Hold	2,772	–	–	0.07%	133
2025 Q1	$342K	Buy	2,772 +154	+6%	+$19K	0.08%	126
2024 Q4	$298K	Hold	2,618	–	–	0.07%	128
2024 Q3	$344K	Hold	2,618	–	–	0.08%	122
2024 Q2	$370K	Buy	2,618 +316	+14%	+$46.8K	0.09%	118
2024 Q1	$376K	Hold	2,302	–	–	0.09%	118
2023 Q4	$306K	Hold	2,302	–	–	0.08%	125
2023 Q3	$277K	Hold	2,302	–	–	0.08%	125
2023 Q2	$220K	Hold	2,302	–	–	0.07%	136
2023 Q1	$233K	Hold	2,302	–	–	0.08%	121
2022 Q4	$240K	Buy	+2,302	New	+$235K	0.08%	124
2020 Q1	–	Sell	-2,302	Closed	-$256K	–	116
2019 Q4	$256K	Hold	2,302	–	–	0.11%	113
2019 Q3	$236K	Hold	2,302	–	–	0.1%	113
2019 Q2	$215K	Hold	2,302	–	–	0.1%	118
2019 Q1	$219K	Buy	+2,302	New	+$219K	0.11%	104
2018 Q4	–	Sell	-2,302	Closed	-$259K	–	103
2018 Q3	$259K	Hold	2,302	–	–	0.14%	95
2018 Q2	$259K	Hold	2,302	–	–	0.15%	94
2018 Q1	$221K	Hold	2,302	–	–	0.13%	102
2017 Q4	$242K	Hold	2,302	–	–	0.13%	104
2017 Q3	$209K	Hold	2,302	–	–	0.11%	115
2017 Q2	$190K	Buy	+2,302	New	+$181K	0.12%	113

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Liberty Capital Management's PSX Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Phillips 66 (PSX) in Q2 2026: 2,772 shares worth $469K. The stake represents 0.08% of the portfolio and ranks #127 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in PSX as recently as Q4 2025.

Liberty Capital Management first reported a position in PSX in Q2 2017 and has held it in 24 quarters since. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Liberty Capital Management held 2,772 shares of Phillips 66 worth $469K as of Q2 2026.
Phillips 66 was a new Liberty Capital Management position in Q2 2026.
Phillips 66 made up 0.08% of Liberty Capital Management's portfolio in Q2 2026, its #127 holding.
Liberty Capital Management first reported a position in Phillips 66 in Q2 2017 and has held it in 24 quarters since.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.