Perkins Coie Trust Company’s Phillips 66 PSX Stock Holding History

Perkins Coie Trust Company’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	$36.3K	Hold	215	–	–	0.01%	180
2026 Q1	$39.2K	Hold	215	–	–	0.01%	178
2025 Q4	$27.7K	Hold	215	–	–	0.01%	192
2025 Q3	$29.2K	Sell	215 -1,408	-87%	-$180K	0.01%	190
2025 Q2	$194K	Sell	1,623 -6	-0.4%	-$672	0.03%	112
2025 Q1	$201K	Buy	1,629 +6	+0.4%	+$739	0.05%	108
2024 Q4	$185K	Hold	1,623	–	–	0.04%	111
2024 Q3	$213K	Sell	1,623 -14	-0.9%	-$1.89K	0.05%	109
2024 Q2	$231K	Hold	1,637	–	–	0.05%	98
2024 Q1	$267K	Hold	1,637	–	–	0.06%	90
2023 Q4	$218K	Sell	1,637 -3	-0.2%	-$359	0.06%	97
2023 Q3	$197K	Buy	+1,640	New	+$184K	0.06%	100
2021 Q4	–	Sell	-100	Closed	-$7K	–	264
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	217
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	223
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	207
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	217
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	223
2020 Q2	$7K	Sell	100 -11	-10%	-$779	﹤0.01%	223
2020 Q1	$6K	Buy	111 +11	+11%	+$895	﹤0.01%	252
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	244
2019 Q3	$10K	Hold	100	–	–	﹤0.01%	247
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	250
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	255
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	255
2018 Q3	$11K	Hold	100	–	–	0.01%	255
2018 Q2	$11K	Hold	100	–	–	0.01%	257
2018 Q1	$10K	Hold	100	–	–	0.01%	261
2017 Q4	$10K	Hold	100	–	–	0.01%	255
2017 Q3	$9K	Hold	100	–	–	﹤0.01%	261
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	267
2017 Q1	$8K	Hold	100	–	–	﹤0.01%	251
2016 Q4	$9K	Hold	100	–	–	0.01%	252
2016 Q3	$8K	Hold	100	–	–	0.01%	218
2016 Q2	$8K	Hold	100	–	–	0.01%	220
2016 Q1	$9K	Hold	100	–	–	0.01%	215
2015 Q4	$8K	Hold	100	–	–	0.01%	208
2015 Q3	$8K	Hold	100	–	–	0.01%	214
2015 Q2	$8K	Hold	100	–	–	0.01%	218
2015 Q1	$8K	Buy	+100	New	+$7.34K	0.01%	212

Other funds holding PSX

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

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

Perkins Coie Trust Company's PSX Position: Q2 2026 in Review

Perkins Coie Trust Company held its Phillips 66 (PSX) position steady in Q2 2026 at 215 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #180.

Perkins Coie Trust Company first reported a position in PSX in Q1 2015 and has held it in 39 quarters since. The position peaked at $267K in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Perkins Coie Trust Company held 215 shares of Phillips 66 worth $36.3K as of Q2 2026.
Perkins Coie Trust Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #180 holding.
Perkins Coie Trust Company first reported a position in Phillips 66 in Q1 2015 and has held it in 39 quarters since.
Perkins Coie Trust Company's Phillips 66 position peaked at $267K in Q1 2024.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.