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Moody National Bank Trust Division’s Phillips 66 PSX Stock Holding History

Moody National Bank Trust Division’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 		$602K Buy
3,561
+45
+1% +$7.75K 0.05% 318
2026
Q1 		$641K Buy
3,516
+80
+2% +$12.5K 0.06% 299
2025
Q4 		$443K Buy
3,436
+29
+0.9% +$3.9K 0.04% 353
2025
Q3 		$463K Sell
3,407
-44
-1% -$5.64K 0.04% 356
2025
Q2 		$412K Sell
3,451
-324
-9% -$36.3K 0.04% 363
2025
Q1 		$466K Buy
3,775
+710
+23% +$87.5K 0.05% 350
2024
Q4 		$349K Sell
3,065
-1
-0% -$127 0.04% 388
2024
Q3 		$403K Buy
3,066
+1,150
+60% +$155K 0.04% 365
2024
Q2 		$270K Sell
1,916
-12
-0.6% -$1.78K 0.02% 392
2024
Q1 		$315K Hold
1,928
– – 0.02% 386
2023
Q4 		$257K Sell
1,928
-7,697
-80% -$920K 0.02% 427
2023
Q3 		$1.16M Sell
9,625
-141
-1% -$15.8K 0.07% 198
2023
Q2 		$931K Buy
9,766
+155
+2% +$15.1K 0.06% 226
2023
Q1 		$974K Buy
9,611
+68
+0.7% +$6.91K 0.08% 209
2022
Q4 		$994K Buy
9,543
+123
+1% +$12.6K 0.09% 194
2022
Q3 		$761K Buy
9,420
+4,312
+84% +$368K 0.08% 228
2022
Q2 		$419K Buy
+5,108
New +$473K 0.04% 321
2021
Q4 		– Sell
-9,030
Closed -$632K – 404
2021
Q3 		$632K Buy
9,030
+12
+0.1% +$869 0.01% 299
2021
Q2 		$773K Hold
9,018
– – 0.02% 291
2021
Q1 		$736K Sell
9,018
-258
-3% -$20.2K 0.02% 295
2020
Q4 		$648K Buy
9,276
+828
+10% +$48.6K 0.02% 288
2020
Q3 		$438K Sell
8,448
-121
-1% -$7.38K 0.01% 291
2020
Q2 		$616K Buy
+8,569
New +$607K 0.02% 271
2019
Q2 		– Sell
-599
Closed -$57K – 818
2019
Q1 		$57K Buy
599
+247
+70% +$23.5K ﹤0.01% 419
2018
Q4 		$30K Buy
352
+285
+425% +$27.8K ﹤0.01% 436
2018
Q3 		$8K Buy
+67
New +$7.75K ﹤0.01% 410

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

Moody National Bank Trust Division's PSX Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $7.75K and bringing the position to 3,561 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #318.

Moody National Bank Trust Division first reported a position in PSX in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.16M in Q3 2023. 660 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Moody National Bank Trust Division held 3,561 shares of Phillips 66 worth $602K as of Q2 2026.
  • Moody National Bank Trust Division bought 45 Phillips 66 shares in Q2 2026, an estimated $7.75K.
  • Phillips 66 made up 0.05% of Moody National Bank Trust Division's portfolio in Q2 2026, its #318 holding.
  • Moody National Bank Trust Division first reported a position in Phillips 66 in Q3 2018 and has held it in 26 quarters since.
  • Moody National Bank Trust Division's Phillips 66 position peaked at $1.16M in Q3 2023.
  • 660 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.