Pinnacle Bancorp
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Pinnacle Bancorp’s Phillips 66 PSX Stock Holding History

Pinnacle Bancorp’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
Q3 		$624K Hold
2,446
– – 0.17% 116
2026
Q2 		$413K Hold
2,446
– – 0.11% 164
2026
Q1 		$446K Hold
2,446
– – 0.13% 140
2025
Q4 		$316K Hold
2,446
– – 0.09% 168
2025
Q3 		$333K Sell
2,446
-148
-6% -$19K 0.1% 165
2025
Q2 		$309K Buy
2,594
+150
+6% +$16.8K 0.1% 175
2025
Q1 		$302K Sell
2,444
-91
-4% -$11.2K 0.1% 169
2024
Q4 		$289K Buy
2,535
+95
+4% +$12.1K 0.09% 172
2024
Q3 		$321K Hold
2,440
– – 0.09% 163
2024
Q2 		$344K Sell
2,440
-125
-5% -$18.5K 0.1% 139
2024
Q1 		$419K Buy
2,565
+180
+8% +$25.9K 0.12% 114
2023
Q4 		$318K Buy
2,385
+91
+4% +$10.9K 0.1% 140
2023
Q3 		$276K Buy
2,294
+150
+7% +$16.8K 0.1% 151
2023
Q2 		$204K Hold
2,144
– – 0.07% 186
2023
Q1 		$217K Hold
2,144
– – 0.08% 183
2022
Q4 		$223K Sell
2,144
-37
-2% -$3.78K 0.09% 175
2022
Q3 		$176K Hold
2,181
– – 0.08% 185
2022
Q2 		$179K Hold
2,181
– – 0.07% 178
2022
Q1 		$188K Buy
2,181
+185
+9% +$15.6K 0.07% 178
2021
Q4 		$145K Hold
1,996
– – 0.05% 204
2021
Q3 		$140K Hold
1,996
– – 0.06% 199
2021
Q2 		$171K Hold
1,996
– – 0.08% 177
2021
Q1 		$163K Hold
1,996
– – 0.08% 170
2020
Q4 		$140K Hold
1,996
– – 0.09% 179
2020
Q3 		$103K Sell
1,996
-221
-10% -$13.5K 0.07% 207
2020
Q2 		$159K Sell
2,217
-335
-13% -$23.7K 0.12% 154
2020
Q1 		$137K Sell
2,552
-280
-10% -$22.8K 0.12% 153
2019
Q4 		$316K Sell
2,832
-958
-25% -$108K 0.22% 90
2019
Q3 		$388K Sell
3,790
-2,132
-36% -$214K 0.22% 74
2019
Q2 		$554K Hold
5,922
– – 0.31% 52
2019
Q1 		$564K Sell
5,922
-361
-6% -$34.3K 0.33% 51
2018
Q4 		$541K Buy
+6,283
New +$614K 0.33% 49
2017
Q1 		$695K Buy
+8,770
New +$706K 0.49% 38

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Pinnacle Bancorp's PSX Position: Q3 2026 in Review

Pinnacle Bancorp held its Phillips 66 (PSX) position steady in Q3 2026 at 2,446 shares worth $624K. The position accounts for 0.17% of the portfolio, ranked #116.

Pinnacle Bancorp first reported a position in PSX in Q1 2017 and has held it in 33 quarters since. The position peaked at $695K in Q1 2017. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Pinnacle Bancorp held 2,446 shares of Phillips 66 worth $624K as of Q3 2026.
  • Pinnacle Bancorp left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.17% of Pinnacle Bancorp's portfolio in Q3 2026, its #116 holding.
  • Pinnacle Bancorp first reported a position in Phillips 66 in Q1 2017 and has held it in 33 quarters since.
  • Pinnacle Bancorp's Phillips 66 position peaked at $695K in Q1 2017.
  • 593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.