OP Asset Management’s Phillips 66 PSX Stock Holding History

OP Asset 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	$5.17M	Buy	30,581 +1,295	+4%	+$223K	0.06%	254
2026 Q1	$5.34M	Sell	29,286 -2,052	-7%	-$322K	0.05%	238
2025 Q4	$4.04M	Sell	31,338 -13,923	-31%	-$1.87M	0.05%	278
2025 Q3	$6.16M	Buy	45,261 +2,851	+7%	+$365K	0.08%	203
2025 Q2	$5.06M	Buy	42,410 +313	+0.7%	+$35.1K	0.07%	221
2025 Q1	$5.2M	Buy	+42,097	New	+$5.19M	0.09%	202

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

OP Asset Management's PSX Position: Q2 2026 in Review

OP Asset Management increased its Phillips 66 (PSX) stake by 4.4% in Q2 2026, buying an estimated $223K and bringing the position to 30,581 shares worth $5.17M. The position accounts for 0.06% of the portfolio, ranked #254.

OP Asset Management first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.16M in Q3 2025. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

OP Asset Management held 30,581 shares of Phillips 66 worth $5.17M as of Q2 2026.
OP Asset Management bought 1,295 Phillips 66 shares in Q2 2026, an estimated $223K.
Phillips 66 made up 0.06% of OP Asset Management's portfolio in Q2 2026, its #254 holding.
OP Asset Management first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Phillips 66 position peaked at $6.16M in Q3 2025.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.