Stokes Capital Advisors’s Phillips 66 PSX Stock Holding History

Stokes Capital 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	$266K	Buy	+1,575	New	+$271K	0.06%	105

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

Stokes Capital Advisors's PSX Position: Q2 2026 in Review

Stokes Capital Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,575 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Stokes Capital Advisors held 1,575 shares of Phillips 66 worth $266K as of Q2 2026.
Phillips 66 was a new Stokes Capital Advisors position in Q2 2026.
Phillips 66 made up 0.06% of Stokes Capital Advisors's portfolio in Q2 2026, its #105 holding.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.