Post Resch Tallon Group’s Phillips 66 PSX Stock Holding History

Post Resch Tallon Group’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	$356K	Sell	2,103 -7	-0.3%	-$1.21K	0.25%	71
2026 Q1	$379K	Hold	2,110	–	–	0.31%	61
2025 Q4	$272K	Hold	2,110	–	–	0.23%	78
2025 Q3	$287K	Sell	2,110 -829	-28%	-$106K	0.25%	72
2025 Q2	$351K	Hold	2,939	–	–	0.34%	54
2025 Q1	$361K	Hold	2,939	–	–	0.37%	50
2024 Q4	$336K	Buy	+2,939	New	+$374K	0.32%	56

Other funds holding PSX

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Post Resch Tallon Group's PSX Position: Q2 2026 in Review

Post Resch Tallon Group reduced its Phillips 66 (PSX) stake by 0.33% in Q2 2026, selling an estimated $1.21K and leaving 2,103 shares worth $356K. The position accounts for 0.25% of the portfolio, ranked #71.

Post Resch Tallon Group first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Post Resch Tallon Group held 2,103 shares of Phillips 66 worth $356K as of Q2 2026.
Post Resch Tallon Group sold 7 Phillips 66 shares in Q2 2026, an estimated $1.21K.
Phillips 66 made up 0.25% of Post Resch Tallon Group's portfolio in Q2 2026, its #71 holding.
Post Resch Tallon Group first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's Phillips 66 position peaked at $379K in Q1 2026.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.