SRH Advisors’s Phillips 66 PSX Stock Holding History

SRH Advisors’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	$50.5K	Hold	299	–	–	0.01%	138
2026 Q1	$54.5K	Hold	299	–	–	0.02%	132
2025 Q4	$38.6K	Hold	299	–	–	0.01%	147
2025 Q3	$40.7K	Hold	299	–	–	0.01%	137
2025 Q2	$35.7K	Hold	299	–	–	0.01%	144
2025 Q1	$36.9K	Hold	299	–	–	0.01%	139
2024 Q4	$34.1K	Hold	299	–	–	0.01%	141
2024 Q3	$39.3K	Hold	299	–	–	0.01%	133
2024 Q2	$42.2K	Sell	299 -39	-12%	-$5.77K	0.01%	129
2024 Q1	$55.2K	Buy	338 +39	+13%	+$5.62K	0.02%	119
2023 Q4	$39.8K	Hold	299	–	–	0.01%	137
2023 Q3	$35.9K	Hold	299	–	–	0.02%	135
2023 Q2	$30.3K	Hold	299	–	–	0.02%	139
2023 Q1	$30K	Hold	299	–	–	0.02%	140
2022 Q4	$31K	Hold	299	–	–	0.02%	138
2022 Q3	$24K	Hold	299	–	–	0.03%	157
2022 Q2	$25K	Hold	299	–	–	0.03%	151
2022 Q1	$26K	Sell	299 -125	-29%	-$10.5K	0.03%	154
2021 Q4	$31K	Hold	424	–	–	0.04%	149
2021 Q3	$30K	Buy	424 +150	+55%	+$10.9K	0.04%	149
2021 Q2	$24K	Hold	274	–	–	0.03%	160
2021 Q1	$22K	Hold	274	–	–	0.03%	157
2020 Q4	$19K	Sell	274 -125	-31%	-$7.34K	0.03%	163
2020 Q3	$21K	Sell	399 -99	-20%	-$6.04K	0.04%	141
2020 Q2	$36K	Sell	498 -411	-45%	-$29.1K	0.09%	100
2020 Q1	$49K	Hold	909	–	–	0.14%	79
2019 Q4	$101K	Hold	909	–	–	0.32%	55
2019 Q3	$93K	Hold	909	–	–	0.31%	56
2019 Q2	$85K	Hold	909	–	–	0.29%	58
2019 Q1	$87K	Hold	909	–	–	0.31%	60
2018 Q4	$78K	Hold	909	–	–	0.3%	63
2018 Q3	$102K	Hold	909	–	–	0.35%	56
2018 Q2	$102K	Hold	909	–	–	0.38%	57
2018 Q1	$87K	Hold	909	–	–	0.35%	58
2017 Q4	$92K	Hold	909	–	–	0.36%	55
2017 Q3	$83K	Buy	909 +661	+267%	+$56K	0.35%	59
2017 Q2	$21K	Hold	248	–	–	0.1%	85
2017 Q1	$20K	Hold	248	–	–	0.09%	84
2016 Q4	$21K	Hold	248	–	–	0.1%	83
2016 Q3	$20K	Hold	248	–	–	0.1%	83
2016 Q2	$20K	Hold	248	–	–	0.11%	82
2016 Q1	$21K	Hold	248	–	–	0.12%	80
2015 Q4	$20K	Hold	248	–	–	0.12%	84
2015 Q3	$19K	Hold	248	–	–	0.11%	82
2015 Q2	$20K	Hold	248	–	–	0.13%	80
2015 Q1	$19K	Hold	248	–	–	0.13%	74
2014 Q4	$18K	Hold	248	–	–	0.12%	78
2014 Q3	$20K	Hold	248	–	–	0.15%	72
2014 Q2	$20K	Hold	248	–	–	0.16%	69
2014 Q1	$19K	Hold	248	–	–	0.15%	70
2013 Q4	$19K	Buy	+248	New	+$16.5K	0.19%	69

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SRH Advisors's PSX Position: Q2 2026 in Review

SRH Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 299 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #138.

SRH Advisors first reported a position in PSX in Q4 2013 and has held it in 51 quarters since. The position peaked at $102K in Q3 2018. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

SRH Advisors held 299 shares of Phillips 66 worth $50.5K as of Q2 2026.
SRH Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of SRH Advisors's portfolio in Q2 2026, its #138 holding.
SRH Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's Phillips 66 position peaked at $102K in Q3 2018.
904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.