Seamount Financial Group’s Phillips 66 PSX Stock Holding History

Seamount Financial 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	$440K	Hold	2,602	–	–	0.18%	98
2026 Q1	$474K	Hold	2,602	–	–	0.21%	91
2025 Q4	$336K	Hold	2,602	–	–	0.15%	105
2025 Q3	$354K	Hold	2,602	–	–	0.17%	107
2025 Q2	$310K	Hold	2,602	–	–	0.16%	106
2025 Q1	$321K	Buy	2,602 +250	+11%	+$30.8K	0.22%	84
2024 Q4	$268K	Hold	2,352	–	–	0.19%	91
2024 Q3	$309K	Hold	2,352	–	–	0.23%	82
2024 Q2	$332K	Buy	2,352 +352	+18%	+$52.1K	0.27%	77
2024 Q1	$327K	Sell	2,000 -1,000	-33%	-$144K	0.29%	71
2023 Q4	$399K	Buy	+3,000	New	+$359K	0.38%	62

Other funds holding PSX

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

AIM

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

Seamount Financial Group's PSX Position: Q2 2026 in Review

Seamount Financial Group held its Phillips 66 (PSX) position steady in Q2 2026 at 2,602 shares worth $440K. The position accounts for 0.18% of the portfolio, ranked #98.

Seamount Financial Group first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Seamount Financial Group held 2,602 shares of Phillips 66 worth $440K as of Q2 2026.
Seamount Financial Group left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.18% of Seamount Financial Group's portfolio in Q2 2026, its #98 holding.
Seamount Financial Group first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Phillips 66 position peaked at $474K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.