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Prudent Man Investment Management’s Phillips 66 PSX Stock Holding History

Prudent Man Investment 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 		$6.45K Hold
50
– – ﹤0.01% 116
2026
Q1 		$6.45K Hold
50
– – ﹤0.01% 116
2025
Q4 		$6.45K Hold
50
– – ﹤0.01% 116
2025
Q3 		$5.7K Hold
50
– – ﹤0.01% 112
2025
Q2 		$5.7K Hold
50
– – ﹤0.01% 112
2025
Q1 		$5.7K Hold
50
– – ﹤0.01% 112
2024
Q4 		$5.7K Buy
+50
New +$6.36K ﹤0.01% 112

Other funds holding PSX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Prudent Man Investment Management's PSX Position: Q2 2026 in Review

Prudent Man Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 50 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Prudent Man Investment Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 1,043 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Prudent Man Investment Management held 50 shares of Phillips 66 worth $6.45K as of Q2 2026.
  • Prudent Man Investment Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #116 holding.
  • Prudent Man Investment Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.