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Marathon Strategic Advisors’s Phillips 66 PSX Stock Holding History

Marathon Strategic 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 		$686K Hold
4,059
– – 0.39% 29
2026
Q1 		$739K Hold
4,059
– – 0.53% 29
2025
Q4 		$524K Hold
4,059
– – 0.4% 32
2025
Q3 		$552K Buy
+4,059
New +$520K 0.44% 32

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Marathon Strategic Advisors's PSX Position: Q2 2026 in Review

Marathon Strategic Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 4,059 shares worth $686K. The position accounts for 0.39% of the portfolio, ranked #29.

Marathon Strategic Advisors first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $739K in Q1 2026. 623 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Marathon Strategic Advisors held 4,059 shares of Phillips 66 worth $686K as of Q2 2026.
  • Marathon Strategic Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.39% of Marathon Strategic Advisors's portfolio in Q2 2026, its #29 holding.
  • Marathon Strategic Advisors first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Marathon Strategic Advisors's Phillips 66 position peaked at $739K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.