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Townsend Asset Management’s Phillips 66 PSX Stock Holding History

Townsend Asset Management’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 		$331K Buy
1,956
+3
+0.2% +$516 0.11% 107
2026
Q1 		$356K Buy
1,953
+3
+0.2% +$470 0.13% 100
2025
Q4 		$252K Sell
1,950
-397
-17% -$53.4K 0.09% 108
2025
Q3 		$319K Sell
2,347
-116
-5% -$14.9K 0.11% 99
2025
Q2 		$294K Sell
2,463
-268
-10% -$30K 0.11% 98
2025
Q1 		$337K Sell
2,731
-290
-10% -$35.7K 0.13% 97
2024
Q4 		$344K Buy
3,021
+9
+0.3% +$1.15K 0.13% 103
2024
Q3 		$396K Sell
3,012
-41
-1% -$5.54K 0.15% 96
2024
Q2 		$431K Buy
3,053
+9
+0.3% +$1.33K 0.17% 94
2024
Q1 		$497K Sell
3,044
-82
-3% -$11.8K 0.2% 84
2023
Q4 		$416K Buy
3,126
+9
+0.3% +$1.08K 0.19% 83
2023
Q3 		$374K Buy
3,117
+10
+0.3% +$1.12K 0.19% 90
2023
Q2 		$296K Sell
3,107
-143
-4% -$13.9K 0.14% 103
2023
Q1 		$329K Sell
3,250
-124
-4% -$12.6K 0.17% 98
2022
Q4 		$351K Buy
+3,374
New +$345K 0.18% 98
2021
Q3 		– Sell
-2,894
Closed -$248K – 210
2021
Q2 		$248K Buy
2,894
+1
+0% +$84 0.14% 126
2021
Q1 		$236K Hold
2,893
– – 0.15% 123
2020
Q4 		$202K Buy
+2,893
New +$170K 0.13% 133
2020
Q3 		– Sell
-3,519
Closed -$253K – 181
2020
Q2 		$253K Buy
+3,519
New +$249K 0.2% 108
2020
Q1 		– Sell
-3,968
Closed -$442K – 190
2019
Q4 		$442K Buy
+3,968
New +$446K 0.36% 76

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Townsend Asset Management's PSX Position: Q2 2026 in Review

Townsend Asset Management increased its Phillips 66 (PSX) stake by 0.15% in Q2 2026, buying an estimated $516 and bringing the position to 1,956 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #107.

Townsend Asset Management first reported a position in PSX in Q4 2019 and has held it in 20 quarters since. The position peaked at $497K in Q1 2024. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Townsend Asset Management held 1,956 shares of Phillips 66 worth $331K as of Q2 2026.
  • Townsend Asset Management bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
  • Phillips 66 made up 0.11% of Townsend Asset Management's portfolio in Q2 2026, its #107 holding.
  • Townsend Asset Management first reported a position in Phillips 66 in Q4 2019 and has held it in 20 quarters since.
  • Townsend Asset Management's Phillips 66 position peaked at $497K in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.