Old Point Trust & Financial Services N A’s Phillips 66 PSX Stock Holding History

Old Point Trust & Financial Services N A’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	$571K	Sell	3,375 -75	-2%	-$12.9K	0.17%	95
2026 Q1	$629K	Sell	3,450 -300	-8%	-$47K	0.2%	89
2025 Q4	$484K	Sell	3,750 -100	-3%	-$13.5K	0.15%	95
2025 Q3	$524K	Hold	3,850	–	–	0.17%	92
2025 Q2	$459K	Sell	3,850 -459	-11%	-$51.4K	0.16%	90
2025 Q1	$532K	Hold	4,309	–	–	0.19%	89
2024 Q4	$491K	Hold	4,309	–	–	0.17%	85
2024 Q3	$566K	Hold	4,309	–	–	0.2%	76
2024 Q2	$608K	Sell	4,309 -100	-2%	-$14.8K	0.24%	69
2024 Q1	$720K	Buy	4,409 +706	+19%	+$102K	0.26%	63
2023 Q4	$493K	Hold	3,703	–	–	0.2%	63
2023 Q3	$445K	Hold	3,703	–	–	0.2%	61
2023 Q2	$353K	Sell	3,703 -600	-14%	-$58.3K	0.15%	68
2023 Q1	$436K	Buy	4,303 +700	+19%	+$71.2K	0.19%	61
2022 Q4	$375K	Hold	3,603	–	–	0.17%	66
2022 Q3	$291K	Sell	3,603 -220	-6%	-$18.8K	0.15%	67
2022 Q2	$313K	Buy	3,823 +800	+26%	+$74K	0.14%	62
2022 Q1	$261K	Hold	3,023	–	–	0.11%	69
2021 Q4	$219K	Hold	3,023	–	–	0.09%	77
2021 Q3	$212K	Sell	3,023 -100	-3%	-$7.24K	0.09%	72
2021 Q2	$268K	Sell	3,123 -27	-0.9%	-$2.28K	0.12%	67
2021 Q1	$257K	Hold	3,150	–	–	0.12%	64
2020 Q4	$220K	Buy	+3,150	New	+$185K	0.11%	64
2020 Q3	–	Sell	-3,200	Closed	-$230K	–	66
2020 Q2	$230K	Buy	+3,200	New	+$227K	0.13%	63
2020 Q1	–	Sell	-3,300	Closed	-$368K	–	70
2019 Q4	$368K	Buy	3,300 +150	+5%	+$16.9K	0.17%	62
2019 Q3	$323K	Hold	3,150	–	–	0.16%	63
2019 Q2	$295K	Hold	3,150	–	–	0.15%	64
2019 Q1	$300K	Sell	3,150 -600	-16%	-$57K	0.16%	64
2018 Q4	$323K	Sell	3,750 -200	-5%	-$19.5K	0.19%	63
2018 Q3	$445K	Buy	3,950 +200	+5%	+$23.1K	0.23%	60
2018 Q2	$421K	Buy	3,750 +400	+12%	+$45K	0.23%	60
2018 Q1	$322K	Sell	3,350 -50	-1%	-$4.87K	0.18%	61
2017 Q4	$344K	Hold	3,400	–	–	0.19%	62
2017 Q3	$311K	Sell	3,400 -100	-3%	-$8.47K	0.17%	64
2017 Q2	$289K	Sell	3,500 -255	-7%	-$20K	0.17%	66
2017 Q1	$298K	Buy	3,755 +105	+3%	+$8.46K	0.17%	66
2016 Q4	$315K	Hold	3,650	–	–	0.19%	64
2016 Q3	$294K	Sell	3,650 -50	-1%	-$3.89K	0.18%	63
2016 Q2	$294K	Sell	3,700 -93	-2%	-$7.59K	0.18%	62
2016 Q1	$328K	Hold	3,793	–	–	0.21%	62
2015 Q4	$310K	Sell	3,793 -1,375	-27%	-$119K	0.2%	65
2015 Q3	$397K	Sell	5,168 -50	-1%	-$3.97K	0.28%	58
2015 Q2	$420K	Buy	5,218 +1,375	+36%	+$109K	0.27%	57
2015 Q1	$302K	Hold	3,843	–	–	0.19%	64
2014 Q4	$275K	Hold	3,843	–	–	0.17%	71
2014 Q3	$312K	Sell	3,843 -50	-1%	-$4.16K	0.19%	63
2014 Q2	$313K	Sell	3,893 -150	-4%	-$12.4K	0.19%	62
2014 Q1	$311K	Sell	4,043 -200	-5%	-$15.2K	0.19%	63
2013 Q4	$327K	Sell	4,243 -375	-8%	-$25K	0.21%	61
2013 Q3	$267K	Sell	4,618 -3,061	-40%	-$177K	0.18%	65
2013 Q2	$452K	Buy	+7,679	New	+$483K	0.32%	56

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Old Point Trust & Financial Services N A's PSX Position: Q2 2026 in Review

Old Point Trust & Financial Services N A reduced its Phillips 66 (PSX) stake by 2.2% in Q2 2026, selling an estimated $12.9K and leaving 3,375 shares worth $571K. The position accounts for 0.17% of the portfolio, ranked #95.

Old Point Trust & Financial Services N A first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $720K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Old Point Trust & Financial Services N A held 3,375 shares of Phillips 66 worth $571K as of Q2 2026.
Old Point Trust & Financial Services N A sold 75 Phillips 66 shares in Q2 2026, an estimated $12.9K.
Phillips 66 made up 0.17% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #95 holding.
Old Point Trust & Financial Services N A first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
Old Point Trust & Financial Services N A's Phillips 66 position peaked at $720K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.