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Salem Investment Counselors’s Phillips 66 PSX Stock Holding History

Salem Investment Counselors’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 		$7.53M Sell
44,525
-879
-2% -$151K 0.19% 77
2026
Q1 		$8.27M Sell
45,404
-637
-1% -$99.8K 0.24% 67
2025
Q4 		$5.94M Hold
46,041
– – 0.17% 85
2025
Q3 		$6.26M Buy
46,041
+360
+0.8% +$46.1K 0.18% 83
2025
Q2 		$5.45M Sell
45,681
-203
-0.4% -$22.7K 0.17% 83
2025
Q1 		$5.67M Buy
45,884
+4,620
+11% +$569K 0.2% 77
2024
Q4 		$4.7M Sell
41,264
-8,648
-17% -$1.1M 0.15% 91
2024
Q3 		$6.56M Buy
49,912
+165
+0.3% +$22.3K 0.2% 71
2024
Q2 		$7.02M Sell
49,747
-425
-0.8% -$62.9K 0.23% 65
2024
Q1 		$8.2M Sell
50,172
-1,990
-4% -$287K 0.27% 60
2023
Q4 		$6.94M Buy
52,162
+1,589
+3% +$190K 0.24% 62
2023
Q3 		$6.08M Buy
50,573
+675
+1% +$75.8K 0.23% 66
2023
Q2 		$4.76M Buy
49,898
+1,325
+3% +$129K 0.17% 83
2023
Q1 		$4.92M Sell
48,573
-1,701
-3% -$173K 0.2% 85
2022
Q4 		$5.23M Buy
50,274
+2,150
+4% +$220K 0.22% 75
2022
Q3 		$3.88M Buy
48,124
+7,035
+17% +$600K 0.18% 88
2022
Q2 		$3.37M Buy
41,089
+20,739
+102% +$1.92M 0.15% 98
2022
Q1 		$1.76M Buy
20,350
+1,605
+9% +$135K 0.07% 145
2021
Q4 		$1.36M Buy
18,745
+14,915
+389% +$1.13M 0.05% 161
2021
Q3 		$268K Buy
3,830
+175
+5% +$12.7K 0.01% 310
2021
Q2 		$314K Hold
3,655
– – 0.02% 283
2021
Q1 		$298K Sell
3,655
-198
-5% -$15.5K 0.02% 252
2020
Q4 		$269K Sell
3,853
-739
-16% -$43.4K 0.02% 251
2020
Q3 		$238K Sell
4,592
-1,465
-24% -$89.4K 0.02% 235
2020
Q2 		$435K Sell
6,057
-6,115
-50% -$433K 0.04% 183
2020
Q1 		$653K Sell
12,172
-775
-6% -$63.1K 0.07% 149
2019
Q4 		$1.44M Buy
12,947
+260
+2% +$29.2K 0.12% 127
2019
Q3 		$1.3M Sell
12,687
-512
-4% -$51.3K 0.12% 128
2019
Q2 		$1.24M Sell
13,199
-1,162
-8% -$104K 0.11% 134
2019
Q1 		$1.62M Buy
14,361
+919
+7% +$87.4K 0.17% 102
2018
Q4 		$1.16M Sell
13,442
-919
-6% -$89.8K 0.15% 102
2018
Q3 		$1.62M Buy
14,361
+15
+0.1% +$1.73K 0.17% 102
2018
Q2 		$1.61M Buy
14,346
+930
+7% +$105K 0.15% 99
2018
Q1 		$1.27M Sell
13,416
-2,616
-16% -$255K 0.14% 106
2017
Q4 		$1.62M Sell
16,032
-140
-0.9% -$13.3K 0.18% 98
2017
Q3 		$1.49M Sell
16,172
-2,230
-12% -$189K 0.17% 101
2017
Q2 		$1.52M Buy
18,402
+3,375
+22% +$265K 0.18% 101
2017
Q1 		$1.19M Buy
15,027
+1,348
+10% +$109K 0.13% 129
2016
Q4 		$1.18M Buy
13,679
+3,787
+38% +$315K 0.14% 120
2016
Q3 		$7.97K Sell
9,892
-17,669
-64% -$1.37M 0.1% 132
2016
Q2 		$2.19M Hold
27,561
– – 0.26% 89
2016
Q1 		$2.39M Sell
27,561
-250
-0.9% -$20.3K 0.3% 82
2015
Q4 		$2.27M Buy
27,811
+1,225
+5% +$106K 0.29% 79
2015
Q3 		$2.02M Buy
26,586
+4,550
+21% +$362K 0.26% 92
2015
Q2 		$1.77M Buy
22,036
+750
+4% +$59.6K 0.22% 108
2015
Q1 		$1.67M Buy
21,286
+3,335
+19% +$245K 0.2% 113
2014
Q4 		$1.29M Sell
17,951
-262
-1% -$19.3K 0.15% 121
2014
Q3 		$1.48M Sell
18,213
-231
-1% -$19.2K 0.18% 118
2014
Q2 		$1.48M Sell
18,444
-1,158
-6% -$95.4K 0.18% 118
2014
Q1 		$1.51M Buy
19,602
+150
+0.8% +$11.4K 0.19% 116
2013
Q4 		$1.5M Buy
19,452
+1,750
+10% +$117K 0.2% 110
2013
Q3 		$1.02M Buy
17,702
+1,750
+11% +$101K 0.14% 138
2013
Q2 		$940K Buy
+15,952
New +$1M 0.14% 133

Other funds holding PSX

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
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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Salem Investment Counselors's PSX Position: Q2 2026 in Review

Salem Investment Counselors reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2026, selling an estimated $151K and leaving 44,525 shares worth $7.53M. The position accounts for 0.19% of the portfolio, ranked #77.

Salem Investment Counselors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.27M in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Salem Investment Counselors held 44,525 shares of Phillips 66 worth $7.53M as of Q2 2026.
  • Salem Investment Counselors sold 879 Phillips 66 shares in Q2 2026, an estimated $151K.
  • Phillips 66 made up 0.19% of Salem Investment Counselors's portfolio in Q2 2026, its #77 holding.
  • Salem Investment Counselors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Salem Investment Counselors's Phillips 66 position peaked at $8.27M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.