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Trust Company of Oklahoma’s Phillips 66 PSX Stock Holding History

Trust Company of Oklahoma’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 		$420K Sell
2,483
-41
-2% -$7.06K 0.11% 101
2026
Q1 		$460K Sell
2,524
-41
-2% -$6.42K 0.13% 97
2025
Q4 		$331K Buy
2,565
+109
+4% +$14.7K 0.1% 106
2025
Q3 		$334K Sell
2,456
-41
-2% -$5.25K 0.1% 108
2025
Q2 		$298K Buy
+2,497
New +$280K 0.09% 115
2024
Q3 		– Sell
-1,497
Closed -$211K – 133
2024
Q2 		$211K Hold
1,497
– – 0.07% 128
2024
Q1 		$245K Sell
1,497
-41
-3% -$5.91K 0.09% 125
2023
Q4 		$205K Sell
1,538
-1,652
-52% -$197K 0.08% 138
2023
Q3 		$383K Hold
3,190
– – 0.15% 103
2023
Q2 		$304K Sell
3,190
-1,234
-28% -$120K 0.11% 123
2023
Q1 		$449K Buy
4,424
+408
+10% +$41.5K 0.18% 105
2022
Q4 		$418K Buy
4,016
+164
+4% +$16.8K 0.17% 103
2022
Q3 		$311K Hold
3,852
– – 0.16% 93
2022
Q2 		$316K Hold
3,852
– – 0.15% 100
2022
Q1 		$333K Hold
3,852
– – 0.13% 105
2021
Q4 		$279K Sell
3,852
-2,081
-35% -$157K 0.09% 112
2021
Q3 		$415K Sell
5,933
-8,451
-59% -$612K 0.15% 98
2021
Q2 		$1.23M Buy
14,384
+10,532
+273% +$889K 0.42% 55
2021
Q1 		$314K Buy
+3,852
New +$302K 0.11% 112
2020
Q1 		$209K Buy
+3,895
New +$317K 0.11% 116
2018
Q3 		– Sell
-2,436
Closed -$274K – 134
2018
Q2 		$274K Sell
2,436
-130
-5% -$14.6K 0.14% 111
2018
Q1 		$246K Sell
2,566
-608
-19% -$59.2K 0.12% 122
2017
Q4 		$321K Buy
+3,174
New +$302K 0.15% 102
2017
Q1 		– Sell
-2,475
Closed -$214K – 113
2016
Q4 		$214K Buy
+2,475
New +$206K 0.11% 107
2014
Q3 		– Sell
-2,623
Closed -$211K – 110
2014
Q2 		$211K Buy
+2,623
New +$216K 0.1% 104

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Trust Company of Oklahoma's PSX Position: Q2 2026 in Review

Trust Company of Oklahoma reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $7.06K and leaving 2,483 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #101.

Trust Company of Oklahoma first reported a position in PSX in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.23M in Q2 2021. 990 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Trust Company of Oklahoma held 2,483 shares of Phillips 66 worth $420K as of Q2 2026.
  • Trust Company of Oklahoma sold 41 Phillips 66 shares in Q2 2026, an estimated $7.06K.
  • Phillips 66 made up 0.11% of Trust Company of Oklahoma's portfolio in Q2 2026, its #101 holding.
  • Trust Company of Oklahoma first reported a position in Phillips 66 in Q2 2014 and has held it in 25 quarters since.
  • Trust Company of Oklahoma's Phillips 66 position peaked at $1.23M in Q2 2021.
  • 990 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trust Company of Oklahoma's 13F filing for Q2 2026, filed 14 Jul 2026.