Truist Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $127M | Buy |
698,272
+23,188
| +3% | +$3.63M | 0.17% | 117 |
|
|
2025
Q4 | $87.1M | Buy |
675,084
+10,585
| +2% | +$1.42M | 0.12% | 165 |
|
|
2025
Q3 | $90.4M | Buy |
664,499
+75,849
| +13% | +$9.72M | 0.12% | 161 |
|
|
2025
Q2 | $70.2M | Buy |
588,650
+2,135
| +0.4% | +$239K | 0.1% | 185 |
|
|
2025
Q1 | $72.4M | Buy |
586,515
+13,232
| +2% | +$1.63M | 0.12% | 170 |
|
|
2024
Q4 | $65.3M | Buy |
573,283
+4,336
| +0.8% | +$552K | 0.1% | 182 |
|
|
2024
Q3 | $74.8M | Buy |
568,947
+25,389
| +5% | +$3.43M | 0.12% | 170 |
|
|
2024
Q2 | $76.7M | Sell |
543,558
-25,954
| -5% | -$3.84M | 0.12% | 174 |
|
|
2024
Q1 | $93M | Buy |
569,512
+11,905
| +2% | +$1.72M | 0.14% | 147 |
|
|
2023
Q4 | $74.2M | Buy |
557,607
+25,366
| +5% | +$3.03M | 0.12% | 170 |
|
|
2023
Q3 | $63.9M | Buy |
532,241
+34,573
| +7% | +$3.88M | 0.11% | 182 |
|
|
2023
Q2 | $47.5M | Sell |
497,668
-2,203
| -0.4% | -$214K | 0.08% | 229 |
|
|
2023
Q1 | $50.7M | Sell |
499,871
-2,423
| -0.5% | -$246K | 0.09% | 216 |
|
|
2022
Q4 | $52.3M | Buy |
502,294
+59,193
| +13% | +$6.05M | 0.09% | 205 |
|
|
2022
Q3 | $35.8M | Buy |
443,101
+39,327
| +10% | +$3.35M | 0.07% | 252 |
|
|
2022
Q2 | $33.1M | Buy |
403,774
+133,924
| +50% | +$12.4M | 0.06% | 285 |
|
|
2022
Q1 | $23.3M | Sell |
269,850
-28,196
| -9% | -$2.37M | 0.04% | 379 |
|
|
2021
Q4 | $21.6M | Sell |
298,046
-20,244
| -6% | -$1.53M | 0.03% | 409 |
|
|
2021
Q3 | $22.3M | Sell |
318,290
-86,648
| -21% | -$6.27M | 0.04% | 385 |
|
|
2021
Q2 | $34.8M | Sell |
404,938
-336,515
| -45% | -$28.4M | 0.06% | 307 |
|
|
2021
Q1 | $60.5M | Sell |
741,453
-277,985
| -27% | -$21.8M | 0.11% | 202 |
|
|
2020
Q4 | $71.3M | Sell |
1,019,438
-301,522
| -23% | -$17.7M | 0.14% | 164 |
|
|
2020
Q3 | $68.5M | Sell |
1,320,960
-202,206
| -13% | -$12.3M | 0.15% | 155 |
|
|
2020
Q2 | $110M | Sell |
1,523,166
-109,713
| -7% | -$7.77M | 0.25% | 103 |
|
|
2020
Q1 | $87.6M | Sell |
1,632,879
-1,760
| -0.1% | -$143K | 0.23% | 106 |
|
|
2019
Q4 | $182M | Buy |
1,634,639
+1,444,086
| +758% | +$162M | 0.37% | 63 |
|
|
2019
Q3 | $19.5M | Buy |
190,553
+10,167
| +6% | +$1.02M | 0.33% | 76 |
|
|
2019
Q2 | $16.9M | Buy |
180,386
+16,023
| +10% | +$1.44M | 0.29% | 90 |
|
|
2019
Q1 | $15.6M | Buy |
164,363
+29,443
| +22% | +$2.8M | 0.28% | 94 |
|
|
2018
Q4 | $11.6M | Buy |
134,920
+62,834
| +87% | +$6.14M | 0.24% | 112 |
|
|
2018
Q3 | $8.13M | Buy |
72,086
+3,307
| +5% | +$382K | 0.15% | 163 |
|
|
2018
Q2 | $7.72M | Sell |
68,779
-830
| -1% | -$93.3K | 0.15% | 164 |
|
|
2018
Q1 | $6.68M | Buy |
69,609
+3,817
| +6% | +$372K | 0.13% | 196 |
|
|
2017
Q4 | $6.66M | Sell |
65,792
-983
| -1% | -$93.5K | 0.12% | 200 |
|
|
2017
Q3 | $6.12M | Buy |
66,775
+676
| +1% | +$57.3K | 0.12% | 212 |
|
|
2017
Q2 | $5.46M | Buy |
66,099
+1,922
| +3% | +$151K | 0.11% | 226 |
|
|
2017
Q1 | $5.08M | Buy |
64,177
+14,515
| +29% | +$1.17M | 0.1% | 236 |
|
|
2016
Q4 | $4.29M | Sell |
49,662
-6,952
| -12% | -$578K | 0.09% | 253 |
|
|
2016
Q3 | $4.56M | Buy |
56,614
+5,191
| +10% | +$403K | 0.09% | 247 |
|
|
2016
Q2 | $4.08M | Buy |
51,423
+5,928
| +13% | +$484K | 0.09% | 262 |
|
|
2016
Q1 | $3.94M | Buy |
45,495
+952
| +2% | +$77.4K | 0.1% | 224 |
|
|
2015
Q4 | $3.65M | Sell |
44,543
-1,117
| -2% | -$96.4K | 0.09% | 233 |
|
|
2015
Q3 | $3.51M | Buy |
45,660
+5,682
| +14% | +$452K | 0.09% | 242 |
|
|
2015
Q2 | $3.22M | Buy |
39,978
+512
| +1% | +$40.7K | 0.09% | 236 |
|
|
2015
Q1 | $3.1M | Buy |
39,466
+910
| +2% | +$66.8K | 0.09% | 233 |
|
|
2014
Q4 | $2.77M | Sell |
38,556
-488
| -1% | -$36K | 0.08% | 240 |
|
|
2014
Q3 | $3.17M | Sell |
39,044
-749
| -2% | -$62.3K | 0.1% | 222 |
|
|
2014
Q2 | $3.2M | Buy |
39,793
+6,464
| +19% | +$532K | 0.1% | 228 |
|
|
2014
Q1 | $2.57M | Sell |
33,329
-102
| -0.3% | -$7.77K | 0.08% | 243 |
|
|
2013
Q4 | $2.58M | Buy |
33,431
+95
| +0.3% | +$6.34K | 0.08% | 246 |
|
|
2013
Q3 | $1.93M | Sell |
33,336
-2,103
| -6% | -$122K | 0.07% | 263 |
|
|
2013
Q2 | $2.09M | Buy |
+35,439
| New | +$2.23M | 0.08% | 240 |
|
Other funds holding PSX
VCM
VPM
EIM
Truist Financial's PSX Position: Q1 2026 in Review
Truist Financial increased its Phillips 66 (PSX) stake by 3.4% in Q1 2026, buying an estimated $3.63M and bringing the position to 698,272 shares worth $127M. The position accounts for 0.17% of the portfolio, ranked #117.
Truist Financial first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $182M in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Truist Financial held 698,272 shares of Phillips 66 worth $127M as of Q1 2026.
- Truist Financial bought 23,188 Phillips 66 shares in Q1 2026, an estimated $3.63M.
- Phillips 66 made up 0.17% of Truist Financial's portfolio in Q1 2026, its #117 holding.
- Truist Financial first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Truist Financial's Phillips 66 position peaked at $182M in Q4 2019.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.