Threadgill Financial’s Phillips 66 PSX Stock Holding History

Threadgill Financial’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	$286K	Buy	1,693 +58	+4%	+$9.98K	0.12%	31
2026 Q1	$298K	Hold	1,635	–	–	0.09%	38
2025 Q4	$211K	Buy	+1,635	New	+$220K	0.09%	53
2024 Q3	–	Sell	-1,452	Closed	-$205K	–	50
2024 Q2	$205K	Sell	1,452 -50	-3%	-$7.4K	0.1%	52
2024 Q1	$245K	Buy	+1,502	New	+$216K	0.11%	57

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

Threadgill Financial's PSX Position: Q2 2026 in Review

Threadgill Financial increased its Phillips 66 (PSX) stake by 3.5% in Q2 2026, buying an estimated $9.98K and bringing the position to 1,693 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #31.

Threadgill Financial first reported a position in PSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $298K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Threadgill Financial held 1,693 shares of Phillips 66 worth $286K as of Q2 2026.
Threadgill Financial bought 58 Phillips 66 shares in Q2 2026, an estimated $9.98K.
Phillips 66 made up 0.12% of Threadgill Financial's portfolio in Q2 2026, its #31 holding.
Threadgill Financial first reported a position in Phillips 66 in Q1 2024 and has held it in 5 quarters since.
Threadgill Financial's Phillips 66 position peaked at $298K in Q1 2026.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.