Peoples Bank (Ohio)’s Phillips 66 PSX Stock Holding History

Peoples Bank (Ohio)’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 Q1	$1.14M	Sell	6,274 -25	-0.4%	-$3.92K	0.7%	29
2025 Q4	$813K	Hold	6,299	–	–	0.5%	40
2025 Q3	$857K	Buy	6,299 +10	+0.2%	+$1.28K	0.53%	38
2025 Q2	$750K	Sell	6,289 -150	-2%	-$16.8K	0.46%	41
2025 Q1	$795K	Sell	6,439 -505	-7%	-$62.2K	0.52%	39
2024 Q4	$791K	Sell	6,944 -380	-5%	-$48.3K	0.47%	43
2024 Q3	$963K	Sell	7,324 -150	-2%	-$20.3K	0.49%	45
2024 Q2	$1.06M	Sell	7,474 -80	-1%	-$11.8K	0.55%	41
2024 Q1	$1.23M	Sell	7,554 -116	-2%	-$16.7K	0.69%	33
2023 Q4	$1.02M	Sell	7,670 -125	-2%	-$14.9K	0.6%	35
2023 Q3	$937K	Sell	7,795 -5	-0.1%	-$561	0.61%	37
2023 Q2	$744K	Sell	7,800 -10	-0.1%	-$972	0.46%	46
2023 Q1	$792K	Sell	7,810 -215	-3%	-$21.9K	0.51%	39
2022 Q4	$835K	Sell	8,025 -155	-2%	-$15.9K	0.54%	38
2022 Q3	$660K	Sell	8,180 -5	-0.1%	-$426	0.44%	49
2022 Q2	$671K	Buy	8,185 +155	+2%	+$14.3K	0.41%	52
2022 Q1	$694K	Buy	8,030 +800	+11%	+$67.3K	0.35%	57
2021 Q4	$524K	Buy	7,230 +650	+10%	+$49.1K	0.26%	67
2021 Q3	$461K	Sell	6,580 -50	-0.8%	-$3.62K	0.25%	67
2021 Q2	$569K	Sell	6,630 -145	-2%	-$12.2K	0.3%	56
2021 Q1	$552K	Buy	6,775 +950	+16%	+$74.5K	0.3%	57
2020 Q4	$407K	Sell	5,825 -272	-4%	-$16K	0.24%	67
2020 Q3	$316K	Buy	6,097 +95	+2%	+$5.8K	0.21%	74
2020 Q2	$432K	Buy	6,002 +553	+10%	+$39.2K	0.3%	61
2020 Q1	$293K	Buy	5,449 +174	+3%	+$14.2K	0.24%	64
2019 Q4	$587K	Buy	5,275 +148	+3%	+$16.6K	0.36%	49
2019 Q3	$525K	Buy	5,127 +12	+0.2%	+$1.2K	0.34%	51
2019 Q2	$479K	Buy	5,115 +243	+5%	+$21.8K	0.3%	55
2019 Q1	$464K	Buy	4,872 +50	+1%	+$4.75K	0.29%	58
2018 Q4	$415K	Buy	4,822 +175	+4%	+$17.1K	0.28%	64
2018 Q3	$524K	Sell	4,647 -446	-9%	-$51.6K	0.3%	55
2018 Q2	$572K	Sell	5,093 -10	-0.2%	-$1.12K	0.33%	51
2018 Q1	$490K	Sell	5,103 -227	-4%	-$22.1K	0.29%	53
2017 Q4	$539K	Buy	5,330 +250	+5%	+$23.8K	0.31%	50
2017 Q3	$466K	Buy	5,080 +100	+2%	+$8.47K	0.25%	61
2017 Q2	$411K	Sell	4,980 -25	-0.5%	-$1.96K	0.23%	65
2017 Q1	$397K	Buy	5,005 +905	+22%	+$72.9K	0.22%	65
2016 Q4	$354K	Buy	4,100 +255	+7%	+$21.2K	0.2%	67
2016 Q3	$310K	Buy	3,845 +25	+0.7%	+$1.94K	0.19%	72
2016 Q2	$303K	Buy	+3,820	New	+$312K	0.19%	72

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Peoples Bank (Ohio)'s PSX Position: Q1 2026 in Review

Peoples Bank (Ohio) reduced its Phillips 66 (PSX) stake by 0.4% in Q1 2026, selling an estimated $3.92K and leaving 6,274 shares worth $1.14M. The position accounts for 0.7% of the portfolio, ranked #29.

Peoples Bank (Ohio) first reported a position in PSX in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.23M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Peoples Bank (Ohio) held 6,274 shares of Phillips 66 worth $1.14M as of Q1 2026.
Peoples Bank (Ohio) sold 25 Phillips 66 shares in Q1 2026, an estimated $3.92K.
Phillips 66 made up 0.7% of Peoples Bank (Ohio)'s portfolio in Q1 2026, its #29 holding.
Peoples Bank (Ohio) first reported a position in Phillips 66 in Q2 2016 and has held it in 40 quarters since.
Peoples Bank (Ohio)'s Phillips 66 position peaked at $1.23M in Q1 2024.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.