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Timothy G. Youngquist 2020 Irrevocable Trust’s Phillips 66 PSX Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-142
Closed -$25.9K – 394
2026
Q1 		$25.9K Buy
+142
New +$22.3K 0.01% 284

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's PSX Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 142 shares — an estimated $25.9K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $25.9K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 142 Phillips 66 shares in Q2 2026, an estimated $25.9K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Phillips 66 position peaked at $25.9K in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.