SJS Investment Consulting’s Phillips 66 PSX Stock Holding History

SJS Investment Consulting’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	$327K	Buy	1,937 +38	+2%	+$6.54K	0.04%	117
2026 Q1	$346K	Sell	1,899 -14	-0.7%	-$2.19K	0.04%	104
2025 Q4	$247K	Buy	1,913 +288	+18%	+$38.8K	0.03%	120
2025 Q3	$221K	Buy	1,625 +1,394	+603%	+$179K	0.03%	125
2025 Q2	$27.6K	Sell	231 -18	-7%	-$2.02K	﹤0.01%	243
2025 Q1	$30.7K	Hold	249	–	–	0.01%	244
2024 Q4	$28.4K	Sell	249 -7	-3%	-$890	﹤0.01%	240
2024 Q3	$33.7K	Hold	256	–	–	0.01%	228
2024 Q2	$36.1K	Sell	256 -7	-3%	-$1.04K	0.01%	199
2024 Q1	$43K	Hold	263	–	–	0.01%	199
2023 Q4	$35K	Hold	263	–	–	0.01%	191
2023 Q3	$31.6K	Buy	263 +16	+6%	+$1.8K	0.01%	198
2023 Q2	$23.6K	Sell	247 -9	-4%	-$875	0.01%	211
2023 Q1	$26K	Buy	256 +7	+3%	+$712	0.01%	204
2022 Q4	$25.9K	Buy	249 +16	+7%	+$1.64K	0.01%	208
2022 Q3	$19K	Buy	+233	New	+$19.9K	0.01%	246

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

SJS Investment Consulting's PSX Position: Q2 2026 in Review

SJS Investment Consulting increased its Phillips 66 (PSX) stake by 2% in Q2 2026, buying an estimated $6.54K and bringing the position to 1,937 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #117.

SJS Investment Consulting first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $346K in Q1 2026. 790 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

SJS Investment Consulting held 1,937 shares of Phillips 66 worth $327K as of Q2 2026.
SJS Investment Consulting bought 38 Phillips 66 shares in Q2 2026, an estimated $6.54K.
Phillips 66 made up 0.04% of SJS Investment Consulting's portfolio in Q2 2026, its #117 holding.
SJS Investment Consulting first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
SJS Investment Consulting's Phillips 66 position peaked at $346K in Q1 2026.
790 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.