Patton Fund Management’s Phillips 66 PSX Stock Holding History

Patton Fund 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	–	Sell	-1,584	Closed	-$289K	–	385
2026 Q1	$289K	Hold	1,584	–	–	0.05%	187
2025 Q4	$204K	Sell	1,584 -533	-25%	-$71.7K	0.03%	467
2025 Q3	$288K	Hold	2,117	–	–	0.05%	130
2025 Q2	$253K	Buy	+2,117	New	+$237K	0.06%	176
2024 Q3	–	Sell	-25,900	Closed	-$3.66M	–	89
2024 Q2	$3.66M	Sell	25,900 -5,288	-17%	-$783K	0.77%	66
2024 Q1	$5.09M	Buy	+31,188	New	+$4.49M	0.92%	56

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

Patton Fund Management's PSX Position: Q2 2026 in Review

Patton Fund Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,584 shares — an estimated $289K sold.

Patton Fund Management first reported a position in PSX in Q1 2024 and held it in 6 quarters. The position peaked at $5.09M in Q1 2024. 846 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Patton Fund Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,584 Phillips 66 shares in Q2 2026, an estimated $289K.
Patton Fund Management first reported a position in Phillips 66 in Q1 2024 and held it in 6 quarters.
Patton Fund Management's Phillips 66 position peaked at $5.09M in Q1 2024.
846 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.