Loring Wolcott & Coolidge Fiduciary Advisors’s Phillips 66 PSX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$570K	Sell	3,372 -15	-0.4%	-$2.58K	0.01%	228
2026 Q1	$539K	Sell	3,387 -200	-6%	-$31.3K	0.01%	231
2025 Q4	$502K	Hold	3,587	–	–	﹤0.01%	237
2025 Q3	$487K	Hold	3,587	–	–	﹤0.01%	247
2025 Q2	$428K	Hold	3,587	–	–	﹤0.01%	219
2025 Q1	$369K	Buy	3,587 +300	+9%	+$37K	﹤0.01%	228
2024 Q4	$405K	Hold	3,287	–	–	﹤0.01%	229
2024 Q3	$422K	Hold	3,287	–	–	﹤0.01%	225
2024 Q2	$459K	Buy	3,287 +1,400	+74%	+$207K	﹤0.01%	212
2024 Q1	$296K	Sell	1,887 -1,662	-47%	-$240K	﹤0.01%	236
2023 Q4	$512K	Hold	3,549	–	–	0.01%	195
2023 Q3	$419K	Sell	3,549 -847	-19%	-$95.1K	﹤0.01%	214
2023 Q2	$419K	Buy	4,396 +814	+23%	+$79.1K	﹤0.01%	223
2023 Q1	$363K	Buy	3,582 +33	+0.9%	+$3.35K	﹤0.01%	226
2022 Q4	$369K	Sell	3,549 -1,150	-24%	-$118K	﹤0.01%	227
2022 Q3	$379K	Hold	4,699	–	–	﹤0.01%	221
2022 Q2	$385K	Buy	4,699 +211	+5%	+$19.5K	﹤0.01%	228
2022 Q1	$388K	Buy	4,488 +955	+27%	+$80.3K	﹤0.01%	231
2021 Q4	$256K	Buy	3,533 +949	+37%	+$71.7K	﹤0.01%	288
2021 Q3	$181K	Sell	2,584 -363	-12%	-$26.3K	﹤0.01%	323
2021 Q2	$253K	Buy	2,947 +279	+10%	+$23.6K	﹤0.01%	287
2021 Q1	$218K	Buy	2,668 +84	+3%	+$6.59K	﹤0.01%	284
2020 Q4	$181K	Hold	2,584	–	–	﹤0.01%	283
2020 Q3	$134K	Sell	2,584 -150	-5%	-$9.15K	﹤0.01%	293
2020 Q2	$197K	Hold	2,734	–	–	﹤0.01%	249
2020 Q1	$147K	Hold	2,734	–	–	﹤0.01%	261
2019 Q4	$305K	Buy	2,734 +1,588	+139%	+$178K	﹤0.01%	229
2019 Q3	$117K	Buy	1,146 +224	+24%	+$22.4K	﹤0.01%	320
2019 Q2	$86K	Sell	922 -16	-2%	-$1.44K	﹤0.01%	350
2019 Q1	$89K	Buy	938 +16	+2%	+$1.52K	﹤0.01%	336
2018 Q4	$79K	Hold	922	–	–	﹤0.01%	352
2018 Q3	$104K	Hold	922	–	–	﹤0.01%	345
2018 Q2	$104K	Hold	922	–	–	﹤0.01%	351
2018 Q1	$88K	Sell	922 -287	-24%	-$27.9K	﹤0.01%	383
2017 Q4	$122K	Hold	1,209	–	–	﹤0.01%	344
2017 Q3	$111K	Buy	1,209 +30	+3%	+$2.54K	﹤0.01%	344
2017 Q2	$99K	Sell	1,179 -388	-25%	-$30.5K	﹤0.01%	357
2017 Q1	$124K	Sell	1,567 -414	-21%	-$33.4K	﹤0.01%	326
2016 Q4	$171K	Buy	1,981 +67	+4%	+$5.57K	﹤0.01%	284
2016 Q3	$154K	Sell	1,914 -59	-3%	-$4.59K	﹤0.01%	289
2016 Q2	$157K	Sell	1,973 -107	-5%	-$8.74K	﹤0.01%	278
2016 Q1	$180K	Buy	2,080 +299	+17%	+$24.3K	﹤0.01%	252
2015 Q4	$146K	Sell	1,781 -413	-19%	-$35.6K	﹤0.01%	296
2015 Q3	$177K	Hold	2,194	–	–	﹤0.01%	289
2015 Q2	$177K	Sell	2,194 -77	-3%	-$6.12K	﹤0.01%	289
2015 Q1	$179K	Sell	2,271 -20	-0.9%	-$1.47K	﹤0.01%	298
2014 Q4	$164K	Buy	2,291 +918	+67%	+$67.7K	﹤0.01%	304
2014 Q3	$112K	Sell	1,373 -54	-4%	-$4.5K	﹤0.01%	332
2014 Q2	$115K	Sell	1,427 -99	-6%	-$8.15K	﹤0.01%	342
2014 Q1	$118K	Buy	1,526 +38	+3%	+$2.89K	﹤0.01%	319
2013 Q4	$115K	Sell	1,488 -379	-20%	-$25.3K	﹤0.01%	314
2013 Q3	$108K	Sell	1,867 -3,306	-64%	-$192K	﹤0.01%	303
2013 Q2	$305K	Buy	+5,173	New	+$325K	0.01%	225

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

Loring Wolcott & Coolidge Fiduciary Advisors's PSX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Phillips 66 (PSX) stake by 0.44% in Q2 2026, selling an estimated $2.58K and leaving 3,372 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #228.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,372 shares of Phillips 66 worth $570K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 15 Phillips 66 shares in Q2 2026, an estimated $2.58K.
Phillips 66 made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #228 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.