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Monarch Capital Management’s Phillips 66 PSX Stock Holding History

Monarch 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 		– Sell
-1,104
Closed -$201K – 132
2026
Q1 		$201K Buy
+1,104
New +$173K 0.05% 127

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Boston Partners
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Deutsche Bank
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Victory Capital Management
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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

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

Monarch Capital Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,104 shares — an estimated $201K sold.

Monarch Capital Management first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Monarch Capital Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Monarch Capital Management sold 1,104 Phillips 66 shares in Q2 2026, an estimated $201K.
  • Monarch Capital Management first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Monarch Capital Management's Phillips 66 position peaked at $201K in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.