Tower Trust & Investment Company’s Phillips 66 PSX Stock Holding History

Tower Trust & Investment Company’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	$121K	Hold	714	–	–	0.07%	103
2026 Q1	$130K	Hold	714	–	–	0.09%	101
2025 Q4	$92.1K	Hold	714	–	–	0.06%	110
2025 Q3	$97.1K	Hold	714	–	–	0.07%	104
2025 Q2	$85.2K	Buy	714 +576	+417%	+$64.5K	0.06%	111
2025 Q1	$14.4K	Buy	+138	New	+$17K	0.01%	154

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

Tower Trust & Investment Company's PSX Position: Q2 2026 in Review

Tower Trust & Investment Company held its Phillips 66 (PSX) position steady in Q2 2026 at 714 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #103.

Tower Trust & Investment Company first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Tower Trust & Investment Company held 714 shares of Phillips 66 worth $121K as of Q2 2026.
Tower Trust & Investment Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of Tower Trust & Investment Company's portfolio in Q2 2026, its #103 holding.
Tower Trust & Investment Company first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's Phillips 66 position peaked at $130K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.