NAM
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NorthCrest Asset Manangement’s Phillips 66 PSX Stock Holding History

NorthCrest Asset Manangement’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 		$3.95M Buy
20,800
+657
+3% +$113K 0.1% 165
2026
Q1 		$3.55M Sell
20,143
-6,925
-26% -$1.09M 0.11% 160
2025
Q4 		$3.79M Buy
27,068
+3,482
+15% +$469K 0.08% 171
2025
Q3 		$3.12M Buy
23,586
+4,209
+22% +$539K 0.07% 183
2025
Q2 		$2.47M Buy
19,377
+500
+3% +$56K 0.07% 194
2025
Q1 		$2.33M Buy
18,877
+463
+3% +$57.1K 0.07% 197
2024
Q4 		$2.1M Sell
18,414
-95
-0.5% -$12.1K 0.06% 197
2024
Q3 		$2.43M Buy
18,509
+37
+0.2% +$5K 0.07% 187
2024
Q2 		$2.61M Buy
18,472
+112
+0.6% +$16.6K 0.09% 175
2024
Q1 		$3M Sell
18,360
-1,841
-9% -$265K 0.1% 171
2023
Q4 		$2.69M Sell
20,201
-1,782
-8% -$213K 0.1% 170
2023
Q3 		$2.64M Sell
21,983
-321
-1% -$36K 0.11% 173
2023
Q2 		$2.13M Sell
22,304
-340
-2% -$33.1K 0.08% 175
2023
Q1 		$2.3M Buy
22,644
+17,504
+341% +$1.78M 0.1% 169
2022
Q4 		$535K Sell
5,140
-16,839
-77% -$1.72M 0.03% 266
2022
Q3 		$1.77M Sell
21,979
-1,185
-5% -$101K 0.1% 154
2022
Q2 		$1.9M Buy
+23,164
New +$2.14M 0.1% 156
2022
Q1 		– Sell
-25,532
Closed -$1.85M – 443
2021
Q4 		$1.85M Buy
+25,532
New +$1.93M 0.1% 157

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

NorthCrest Asset Manangement's PSX Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Phillips 66 (PSX) stake by 3.3% in Q2 2026, buying an estimated $113K and bringing the position to 20,800 shares worth $3.95M. The position accounts for 0.1% of the portfolio, ranked #165.

NorthCrest Asset Manangement first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 953 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NorthCrest Asset Manangement held 20,800 shares of Phillips 66 worth $3.95M as of Q2 2026.
  • NorthCrest Asset Manangement bought 657 Phillips 66 shares in Q2 2026, an estimated $113K.
  • Phillips 66 made up 0.1% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #165 holding.
  • NorthCrest Asset Manangement first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
  • 953 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.