Sharp Financial Services’s Phillips 66 PSX Stock Holding History

Sharp Financial Services’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	$670K	Buy	3,966 +843	+27%	+$145K	0.31%	49
2026 Q1	$569K	Sell	3,123 -403	-11%	-$63.1K	0.28%	49
2025 Q4	$455K	Buy	3,526 +658	+23%	+$88.6K	0.23%	62
2025 Q3	$390K	Buy	2,868 +225	+9%	+$28.8K	0.21%	66
2025 Q2	$315K	Buy	2,643 +650	+33%	+$72.8K	0.2%	62
2025 Q1	$246K	Sell	1,993 -1,128	-36%	-$139K	0.19%	76
2024 Q4	$356K	Sell	3,121 -1,650	-35%	-$210K	0.27%	56
2024 Q3	$627K	Buy	4,771 +365	+8%	+$49.3K	0.48%	35
2024 Q2	$622K	Buy	4,406 +1,572	+55%	+$233K	0.53%	34
2024 Q1	$463K	Sell	2,834 -259	-8%	-$37.3K	0.43%	46
2023 Q4	$412K	Buy	+3,093	New	+$370K	0.45%	47

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

Sharp Financial Services's PSX Position: Q2 2026 in Review

Sharp Financial Services increased its Phillips 66 (PSX) stake by 27% in Q2 2026, buying an estimated $145K and bringing the position to 3,966 shares worth $670K. The position accounts for 0.31% of the portfolio, ranked #49.

Sharp Financial Services first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 774 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sharp Financial Services held 3,966 shares of Phillips 66 worth $670K as of Q2 2026.
Sharp Financial Services bought 843 Phillips 66 shares in Q2 2026, an estimated $145K.
Phillips 66 made up 0.31% of Sharp Financial Services's portfolio in Q2 2026, its #49 holding.
Sharp Financial Services first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
774 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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