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QTR Family Wealth’s Phillips 66 PSX Stock Holding History

QTR Family Wealth’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 		$900K Buy
5,322
+658
+14% +$113K 0.31% 71
2026
Q1 		$741K Sell
4,664
-359
-7% -$56.3K 0.31% 71
2025
Q4 		$790K Buy
5,023
+877
+21% +$118K 0.35% 63
2025
Q3 		$564K Buy
4,146
+1,500
+57% +$192K 0.27% 82
2025
Q2 		$316K Buy
2,646
+130
+5% +$14.6K 0.2% 113
2025
Q1 		$311K Buy
+2,516
New +$310K 0.23% 108

Other funds holding PSX

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QTR Family Wealth's PSX Position: Q2 2026 in Review

QTR Family Wealth increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $113K and bringing the position to 5,322 shares worth $900K. The position accounts for 0.31% of the portfolio, ranked #71.

QTR Family Wealth first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • QTR Family Wealth held 5,322 shares of Phillips 66 worth $900K as of Q2 2026.
  • QTR Family Wealth bought 658 Phillips 66 shares in Q2 2026, an estimated $113K.
  • Phillips 66 made up 0.31% of QTR Family Wealth's portfolio in Q2 2026, its #71 holding.
  • QTR Family Wealth first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • 904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.