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Midwest Trust’s Phillips 66 PSX Stock Holding History

Midwest 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 		$3.36M Sell
19,876
-4
-0% -$689 0.04% 246
2026
Q1 		$3.62M Sell
19,880
-269
-1% -$42.2K 0.05% 230
2025
Q4 		$2.6M Sell
20,149
-645
-3% -$86.8K 0.03% 254
2025
Q3 		$2.83M Sell
20,794
-97
-0.5% -$12.4K 0.04% 252
2025
Q2 		$2.49M Buy
+20,891
New +$2.34M 0.03% 263

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Midwest Trust's PSX Position: Q2 2026 in Review

Midwest Trust reduced its Phillips 66 (PSX) stake by 0.02% in Q2 2026, selling an estimated $689 and leaving 19,876 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #246.

Midwest Trust first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.62M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Midwest Trust held 19,876 shares of Phillips 66 worth $3.36M as of Q2 2026.
  • Midwest Trust sold 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #246 holding.
  • Midwest Trust first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Phillips 66 position peaked at $3.62M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.