Newman Dignan & Sheerar Inc’s Phillips 66 PSX Stock Holding History

Newman Dignan & Sheerar Inc’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	$362K	Sell	2,142 -4	-0.2%	-$689	0.07%	148
2026 Q1	$391K	Sell	2,146 -263	-11%	-$41.2K	0.08%	141
2025 Q4	$311K	Buy	2,409 +753	+45%	+$101K	0.06%	158
2025 Q3	$225K	Buy	+1,656	New	+$212K	0.05%	174
2024 Q2	–	Sell	-1,352	Closed	-$221K	–	174
2024 Q1	$221K	Buy	+1,352	New	+$195K	0.06%	166
2020 Q1	–	Sell	-1,854	Closed	-$207	–	151
2019 Q4	$207	Buy	+1,854	New	+$208K	0.02%	156
2019 Q3	–	Sell	-2,157	Closed	-$202	–	159
2019 Q2	$202	Buy	+2,157	New	+$194K	0.01%	165
2018 Q4	–	Sell	-1,854	Closed	-$219K	–	148
2018 Q3	$219K	Hold	1,854	–	–	0.1%	148
2018 Q2	$208	Buy	+1,854	New	+$208K	0.01%	154

Other funds holding PSX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc's PSX Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Phillips 66 (PSX) stake by 0.19% in Q2 2026, selling an estimated $689 and leaving 2,142 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #148.

Newman Dignan & Sheerar Inc first reported a position in PSX in Q2 2018 and has held it in 9 quarters since. The position peaked at $391K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Newman Dignan & Sheerar Inc held 2,142 shares of Phillips 66 worth $362K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 4 Phillips 66 shares in Q2 2026, an estimated $689.
Phillips 66 made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #148 holding.
Newman Dignan & Sheerar Inc first reported a position in Phillips 66 in Q2 2018 and has held it in 9 quarters since.
Newman Dignan & Sheerar Inc's Phillips 66 position peaked at $391K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.