Richard C. Young & Co’s Phillips 66 PSX Stock Holding History

Richard C. Young & Co’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	$18.6M	Buy	109,824 +1,630	+2%	+$281K	1.37%	32
2026 Q1	$19.9M	Buy	108,194 +14,537	+16%	+$2.28M	1.65%	27
2025 Q4	$12.1M	Sell	93,657 -1,881	-2%	-$253K	1.08%	44
2025 Q3	$13M	Sell	95,538 -2,710	-3%	-$347K	1.21%	40
2025 Q2	$11.7M	Buy	98,248 +170	+0.2%	+$19K	1.16%	38
2025 Q1	$12.1M	Sell	98,078 -5,639	-5%	-$695K	1.3%	38
2024 Q4	$11.8M	Sell	103,717 -5,665	-5%	-$721K	1.29%	36
2024 Q3	$14.4M	Buy	109,382 +944	+0.9%	+$127K	1.57%	31
2024 Q2	$15.3M	Buy	108,438 +1,902	+2%	+$282K	1.86%	21
2024 Q1	$17.4M	Sell	106,536 -641	-0.6%	-$92.4K	2.18%	12
2023 Q4	$14.3M	Buy	107,177 +3,246	+3%	+$388K	1.91%	16
2023 Q3	$12.5M	Buy	103,931 +762	+0.7%	+$85.5K	1.78%	24
2023 Q2	$9.84M	Buy	103,169 +2,782	+3%	+$270K	1.35%	37
2023 Q1	$10.2M	Sell	100,387 -120	-0.1%	-$12.2K	1.4%	35
2022 Q4	$10.5M	Buy	100,507 +95	+0.1%	+$9.72K	1.39%	35
2022 Q3	$8.11M	Buy	100,412 +612	+0.6%	+$52.2K	1.24%	39
2022 Q2	$8.18M	Buy	99,800 +2,085	+2%	+$193K	1.06%	44
2022 Q1	$8.44M	Buy	97,715 +3,851	+4%	+$324K	1.08%	44
2021 Q4	$6.8M	Buy	93,864 +3,560	+4%	+$269K	0.86%	52
2021 Q3	$6.32M	Buy	90,304 +2,209	+3%	+$160K	0.87%	51
2021 Q2	$7.56M	Buy	88,095 +6,381	+8%	+$539K	0.96%	47
2021 Q1	$6.66M	Buy	81,714 +7,500	+10%	+$588K	0.89%	50
2020 Q4	$5.19M	Buy	74,214 +7,765	+12%	+$456K	0.79%	53
2020 Q3	$3.44M	Buy	66,449 +14,673	+28%	+$895K	0.56%	56
2020 Q2	$3.72M	Buy	51,776 +5,771	+13%	+$409K	0.62%	56
2020 Q1	$2.47M	Sell	46,005 -17,232	-27%	-$1.4M	0.48%	56
2019 Q4	$7.04M	Buy	63,237 +5,539	+10%	+$622K	1.17%	44
2019 Q3	$5.91M	Buy	57,698 +3,441	+6%	+$345K	1.06%	43
2019 Q2	$5.08M	Buy	54,257 +3,736	+7%	+$335K	0.96%	45
2019 Q1	$4.81M	Buy	+50,521	New	+$4.8M	0.92%	49

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Richard C. Young & Co's PSX Position: Q2 2026 in Review

Richard C. Young & Co increased its Phillips 66 (PSX) stake by 1.5% in Q2 2026, buying an estimated $281K and bringing the position to 109,824 shares worth $18.6M. The position accounts for 1.37% of the portfolio, ranked #32.

Richard C. Young & Co first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.9M in Q1 2026. 804 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Richard C. Young & Co held 109,824 shares of Phillips 66 worth $18.6M as of Q2 2026.
Richard C. Young & Co bought 1,630 Phillips 66 shares in Q2 2026, an estimated $281K.
Phillips 66 made up 1.37% of Richard C. Young & Co's portfolio in Q2 2026, its #32 holding.
Richard C. Young & Co first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
Richard C. Young & Co's Phillips 66 position peaked at $19.9M in Q1 2026.
804 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.