PAM
PSX icon

Palisade Asset Management’s Phillips 66 PSX Stock Holding History

Palisade 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 		$682K Sell
4,035
-25
-0.6% -$4.3K 0.06% 139
2026
Q1 		$740K Sell
4,060
-150
-4% -$23.5K 0.07% 126
2025
Q4 		$543K Sell
4,210
-178
-4% -$24K 0.05% 140
2025
Q3 		$597K Sell
4,388
-15
-0.3% -$1.92K 0.06% 142
2025
Q2 		$525K Sell
4,403
-951
-18% -$107K 0.05% 146
2025
Q1 		$661K Sell
5,354
-500
-9% -$61.6K 0.07% 133
2024
Q4 		$667K Hold
5,854
– – 0.07% 131
2024
Q3 		$770K Sell
5,854
-24
-0.4% -$3.24K 0.08% 130
2024
Q2 		$830K Hold
5,878
– – 0.09% 125
2024
Q1 		$960K Buy
5,878
+125
+2% +$18K 0.09% 124
2023
Q4 		$766K Hold
5,753
– – 0.08% 128
2023
Q3 		$691K Sell
5,753
-64
-1% -$7.18K 0.08% 127
2023
Q2 		$555K Buy
5,817
+50
+0.9% +$4.86K 0.06% 138
2023
Q1 		$585K Sell
5,767
-225
-4% -$22.9K 0.07% 133
2022
Q4 		$624K Sell
5,992
-332
-5% -$34K 0.07% 139
2022
Q3 		$510K Buy
6,324
+65
+1% +$5.54K 0.07% 137
2022
Q2 		$513K Sell
6,259
-310
-5% -$28.7K 0.07% 136
2022
Q1 		$567K Sell
6,569
-285
-4% -$24K 0.07% 136
2021
Q4 		$497K Sell
6,854
-36
-0.5% -$2.72K 0.06% 146
2021
Q3 		$483K Sell
6,890
-145
-2% -$10.5K 0.06% 144
2021
Q2 		$604K Sell
7,035
-30
-0.4% -$2.53K 0.07% 135
2021
Q1 		$576K Sell
7,065
-540
-7% -$42.4K 0.07% 132
2020
Q4 		$532K Sell
7,605
-970
-11% -$56.9K 0.07% 136
2020
Q3 		$445K Buy
8,575
+1
+0% +$61 0.07% 134
2020
Q2 		$616K Sell
8,574
-350
-4% -$24.8K 0.1% 116
2020
Q1 		$479K Buy
8,924
+685
+8% +$55.7K 0.09% 122
2019
Q4 		$918K Sell
8,239
-107
-1% -$12K 0.13% 109
2019
Q3 		$855K Buy
8,346
+120
+1% +$12K 0.13% 109
2019
Q2 		$769K Sell
8,226
-900
-10% -$80.8K 0.12% 114
2019
Q1 		$869K Sell
9,126
-250
-3% -$23.8K 0.14% 108
2018
Q4 		$808K Buy
9,376
+320
+4% +$31.3K 0.12% 100
2018
Q3 		$1.02M Sell
9,056
-420
-4% -$48.6K 0.14% 99
2018
Q2 		$1.06M Sell
9,476
-75
-0.8% -$8.43K 0.15% 94
2018
Q1 		$916K Buy
9,551
+600
+7% +$58.4K 0.14% 100
2017
Q4 		$905K Sell
8,951
-1,100
-11% -$105K 0.14% 99
2017
Q3 		$921K Buy
10,051
+1,649
+20% +$140K 0.17% 87
2017
Q2 		$695K Buy
8,402
+650
+8% +$51K 0.14% 88
2017
Q1 		$614K Sell
7,752
-50
-0.6% -$4.03K 0.11% 92
2016
Q4 		$674K Sell
7,802
-1,749
-18% -$145K 0.13% 89
2016
Q3 		$769K Hold
9,551
– – 0.14% 85
2016
Q2 		$758K Hold
9,551
– – 0.14% 87
2016
Q1 		$827K Buy
9,551
+2,249
+31% +$183K 0.16% 85
2015
Q4 		$597K Sell
7,302
-1,781
-20% -$154K 0.13% 90
2015
Q3 		$698K Hold
9,083
– – 0.16% 89
2015
Q2 		$732K Hold
9,083
– – 0.15% 91
2015
Q1 		$714K Buy
9,083
+1,774
+24% +$130K 0.14% 90
2014
Q4 		$524K Hold
7,309
– – 0.1% 100
2014
Q3 		$594K Sell
7,309
-62
-0.8% -$5.16K 0.12% 90
2014
Q2 		$593K Sell
7,371
-127
-2% -$10.5K 0.12% 91
2014
Q1 		$578K Buy
7,498
+150
+2% +$11.4K 0.13% 90
2013
Q4 		$567K Sell
7,348
-230
-3% -$15.3K 0.13% 89
2013
Q3 		$438K Sell
7,578
-2,111
-22% -$122K 0.11% 91
2013
Q2 		$571K Buy
+9,689
New +$609K 0.14% 86

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

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

Palisade Asset Management reduced its Phillips 66 (PSX) stake by 0.62% in Q2 2026, selling an estimated $4.3K and leaving 4,035 shares worth $682K. The position accounts for 0.06% of the portfolio, ranked #139.

Palisade Asset Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.06M in Q2 2018. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Palisade Asset Management held 4,035 shares of Phillips 66 worth $682K as of Q2 2026.
  • Palisade Asset Management sold 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.06% of Palisade Asset Management's portfolio in Q2 2026, its #139 holding.
  • Palisade Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Palisade Asset Management's Phillips 66 position peaked at $1.06M in Q2 2018.
  • 582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.