Pathway Financial Advisers’s Phillips 66 PSX Stock Holding History

Pathway Financial Advisers’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	$2.73M	Buy	16,140 +118	+0.7%	+$20.3K	0.69%	56
2026 Q1	$2.92M	Buy	16,022 +4,019	+33%	+$630K	0.83%	43
2025 Q4	$1.55M	Buy	12,003 +12	+0.1%	+$1.61K	0.45%	76
2025 Q3	$1.63M	Buy	11,991 +58	+0.5%	+$7.43K	0.47%	73
2025 Q2	$1.42M	Sell	11,933 -55	-0.5%	-$6.16K	0.46%	74
2025 Q1	$1.48M	Buy	11,988 +277	+2%	+$34.1K	0.51%	69
2024 Q4	$1.33M	Buy	11,711 +222	+2%	+$28.2K	0.45%	69
2024 Q3	$1.51M	Sell	11,489 -368	-3%	-$49.7K	0.68%	46
2024 Q2	$1.67M	Sell	11,857 -52	-0.4%	-$7.7K	0.6%	61
2024 Q1	$1.95M	Sell	11,909 -202	-2%	-$29.1K	0.7%	49
2023 Q4	$1.61M	Buy	12,111 +209	+2%	+$25K	0.61%	59
2023 Q3	$1.43M	Buy	+11,902	New	+$1.34M	0.59%	61
2023 Q1	$1.17M	Buy	11,540 +24	+0.2%	+$2.44K	0.47%	65
2022 Q4	$1.2M	Buy	+11,516	New	+$1.18M	0.49%	68

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Pathway Financial Advisers's PSX Position: Q2 2026 in Review

Pathway Financial Advisers increased its Phillips 66 (PSX) stake by 0.74% in Q2 2026, buying an estimated $20.3K and bringing the position to 16,140 shares worth $2.73M. The position accounts for 0.69% of the portfolio, ranked #56.

Pathway Financial Advisers first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.92M in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Pathway Financial Advisers held 16,140 shares of Phillips 66 worth $2.73M as of Q2 2026.
Pathway Financial Advisers bought 118 Phillips 66 shares in Q2 2026, an estimated $20.3K.
Phillips 66 made up 0.69% of Pathway Financial Advisers's portfolio in Q2 2026, its #56 holding.
Pathway Financial Advisers first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Phillips 66 position peaked at $2.92M in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.