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Trust Company’s Phillips 66 PSX Stock Holding History

Trust 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 		$166K Sell
985
-676
-41% -$116K 0.02% 179
2026
Q1 		$303K Buy
1,661
+15
+0.9% +$2.35K 0.03% 145
2025
Q4 		$212K Buy
1,646
+1,317
+400% +$177K 0.02% 164
2025
Q3 		$44.8K Hold
329
– – ﹤0.01% 223
2025
Q2 		$39.3K Buy
329
+53
+19% +$5.94K ﹤0.01% 232
2025
Q1 		$34.1K Hold
276
– – ﹤0.01% 249
2024
Q4 		$31.4K Hold
276
– – ﹤0.01% 253
2024
Q3 		$36.3K Sell
276
-932
-77% -$126K ﹤0.01% 219
2024
Q2 		$171K Sell
1,208
-2,403
-67% -$356K 0.02% 129
2024
Q1 		$590K Sell
3,611
-419
-10% -$60.4K 0.08% 76
2023
Q4 		$537K Sell
4,030
-370
-8% -$44.2K 0.07% 82
2023
Q3 		$529K Buy
4,400
+11
+0.3% +$1.24K 0.09% 78
2023
Q2 		$419K Buy
4,389
+1,307
+42% +$127K 0.06% 94
2023
Q1 		$312K Buy
3,082
+2,104
+215% +$214K 0.05% 118
2022
Q4 		$102K Buy
978
+34
+4% +$3.48K 0.02% 159
2022
Q3 		$76K Hold
944
– – 0.02% 159
2022
Q2 		$77K Hold
944
– – 0.02% 167
2022
Q1 		$82K Hold
944
– – 0.02% 171
2021
Q4 		$68K Hold
944
– – 0.02% 160
2021
Q3 		$66K Hold
944
– – 0.02% 156
2021
Q2 		$81K Hold
944
– – 0.06% 144
2021
Q1 		$77K Sell
944
-587
-38% -$46.1K 0.06% 150
2020
Q4 		$107K Sell
1,531
-1,222
-44% -$71.7K 0.08% 132
2020
Q3 		$143K Buy
2,753
+242
+10% +$14.8K 0.12% 117
2020
Q2 		$181K Hold
2,511
– – 0.17% 99
2020
Q1 		$135K Sell
2,511
-325
-11% -$26.4K 0.15% 91
2019
Q4 		$316K Hold
2,836
– – 0.28% 69
2019
Q3 		$290K Sell
2,836
-155
-5% -$15.5K 0.27% 69
2019
Q2 		$280K Sell
2,991
-28,418
-90% -$2.55M 0.26% 68
2019
Q1 		$2.99M Sell
31,409
-16,077
-34% -$1.53M 1.74% 20
2018
Q4 		$4.09M Buy
47,486
+44,124
+1,312% +$4.31M 2.28% 21
2018
Q3 		$379K Hold
3,362
– – 0.17% 55
2018
Q2 		$378K Buy
3,362
+33
+1% +$3.71K 0.17% 59
2018
Q1 		$319K Sell
3,329
-50
-1% -$4.87K 0.12% 70
2017
Q4 		$342K Buy
3,379
+151
+5% +$14.4K 0.14% 58
2017
Q3 		$296K Sell
3,228
-20
-0.6% -$1.69K 0.16% 55
2017
Q2 		$269K Buy
3,248
+25
+0.8% +$1.96K 0.12% 76
2017
Q1 		$255K Buy
3,223
+20
+0.6% +$1.61K 0.12% 87
2016
Q4 		$277K Sell
3,203
-33
-1% -$2.74K 0.14% 87
2016
Q3 		$261K Buy
3,236
+33
+1% +$2.56K 0.11% 107
2016
Q2 		$254K Sell
3,203
-85
-3% -$6.94K 0.1% 96
2016
Q1 		$285K Buy
3,288
+350
+12% +$28.4K 0.13% 88
2015
Q4 		$240K Hold
2,938
– – 0.11% 88
2015
Q3 		$226K Buy
2,938
+123
+4% +$9.78K 0.13% 82
2015
Q2 		$227K Buy
2,815
+1,698
+152% +$135K 0.14% 103
2015
Q1 		$88K Buy
+1,117
New +$82K 0.06% 131

Other funds holding PSX

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
Assenagon Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Trust Company's PSX Position: Q2 2026 in Review

Trust Company reduced its Phillips 66 (PSX) stake by 41% in Q2 2026, selling an estimated $116K and leaving 985 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #179.

Trust Company first reported a position in PSX in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.09M in Q4 2018. 407 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Trust Company held 985 shares of Phillips 66 worth $166K as of Q2 2026.
  • Trust Company sold 676 Phillips 66 shares in Q2 2026, an estimated $116K.
  • Phillips 66 made up 0.02% of Trust Company's portfolio in Q2 2026, its #179 holding.
  • Trust Company first reported a position in Phillips 66 in Q1 2015 and has held it in 46 quarters since.
  • Trust Company's Phillips 66 position peaked at $4.09M in Q4 2018.
  • 407 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.