PAS
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Park Avenue Securities’s Phillips 66 PSX Stock Holding History

Park Avenue Securities’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 		$7.57M Buy
44,794
+6,741
+18% +$1.16M 0.05% 287
2026
Q1 		$6.93M Sell
38,053
-2,593
-6% -$406K 0.05% 256
2025
Q4 		$5.25M Buy
40,646
+1,290
+3% +$174K 0.04% 301
2025
Q3 		$5.35M Sell
39,356
-7,438
-16% -$953K 0.04% 308
2025
Q2 		$5.58M Sell
46,794
-1,362
-3% -$153K 0.05% 254
2025
Q1 		$5.95M Buy
48,156
+382
+0.8% +$47.1K 0.07% 176
2024
Q4 		$5.44M Buy
47,774
+3,905
+9% +$497K 0.06% 229
2024
Q3 		$5.77M Sell
43,869
-6,856
-14% -$926K 0.06% 198
2024
Q2 		$7.16M Sell
50,725
-2,573
-5% -$381K 0.09% 160
2024
Q1 		$8.71M Sell
53,298
-681
-1% -$98.1K 0.11% 131
2023
Q4 		$7.19M Buy
53,979
+436
+0.8% +$52.1K 0.1% 133
2023
Q3 		$6.43M Buy
53,543
+172
+0.3% +$19.3K 0.1% 130
2023
Q2 		$5.09M Buy
53,371
+3,018
+6% +$293K 0.08% 160
2023
Q1 		$5.11M Buy
50,353
+1,771
+4% +$180K 0.09% 152
2022
Q4 		$5.06M Buy
48,582
+1,987
+4% +$203K 0.09% 149
2022
Q3 		$3.76M Buy
46,595
+3,611
+8% +$308K 0.08% 164
2022
Q2 		$3.52M Buy
42,984
+3,629
+9% +$336K 0.07% 178
2022
Q1 		$3.4M Buy
39,355
+3,296
+9% +$277K 0.06% 182
2021
Q4 		$2.61M Buy
36,059
+1,854
+5% +$140K 0.05% 231
2021
Q3 		$2.4M Buy
34,205
+221
+0.7% +$16K 0.05% 212
2021
Q2 		$2.92M Buy
33,984
+2,462
+8% +$208K 0.06% 168
2021
Q1 		$2.57M Buy
31,522
+13,098
+71% +$1.03M 0.06% 163
2020
Q4 		$1.29M Buy
18,424
+9,706
+111% +$570K 0.04% 236
2020
Q3 		$452K Sell
8,718
-219
-2% -$13.4K 0.02% 451
2020
Q2 		$643K Buy
+8,937
New +$633K 0.02% 284
2020
Q1 		– Sell
-9,679
Closed -$1.08M – 525
2019
Q4 		$1.08M Buy
9,679
+665
+7% +$74.7K 0.04% 169
2019
Q3 		$923K Buy
+9,014
New +$903K 0.04% 170
2019
Q2 		– Sell
-5,062
Closed -$481K – 423
2019
Q1 		$481K Buy
+5,062
New +$481K 0.03% 228

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

Park Avenue Securities's PSX Position: Q2 2026 in Review

Park Avenue Securities increased its Phillips 66 (PSX) stake by 18% in Q2 2026, buying an estimated $1.16M and bringing the position to 44,794 shares worth $7.57M. The position accounts for 0.05% of the portfolio, ranked #287.

Park Avenue Securities first reported a position in PSX in Q1 2019 and has held it in 28 quarters since. The position peaked at $8.71M in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Park Avenue Securities held 44,794 shares of Phillips 66 worth $7.57M as of Q2 2026.
  • Park Avenue Securities bought 6,741 Phillips 66 shares in Q2 2026, an estimated $1.16M.
  • Phillips 66 made up 0.05% of Park Avenue Securities's portfolio in Q2 2026, its #287 holding.
  • Park Avenue Securities first reported a position in Phillips 66 in Q1 2019 and has held it in 28 quarters since.
  • Park Avenue Securities's Phillips 66 position peaked at $8.71M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.