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Trust Point Inc’s Phillips 66 PSX Stock Holding History

Trust Point Inc’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 		$436K Sell
2,577
-228
-8% -$39.2K 0.04% 254
2026
Q1 		$511K Buy
2,805
+475
+20% +$74.4K 0.04% 245
2025
Q4 		$301K Sell
2,330
-28
-1% -$3.77K 0.02% 373
2025
Q3 		$321K Buy
2,358
+199
+9% +$25.5K 0.03% 347
2025
Q2 		$258K Buy
2,159
+18
+0.8% +$2.02K 0.02% 333
2025
Q1 		$264K Sell
2,141
-124
-5% -$15.3K 0.02% 374
2024
Q4 		$258K Buy
2,265
+289
+15% +$36.8K 0.02% 472
2024
Q3 		$260K Buy
1,976
+152
+8% +$20.5K 0.02% 434
2024
Q2 		$257K Sell
1,824
-282
-13% -$41.7K 0.02% 414
2024
Q1 		$344K Hold
2,106
– – 0.03% 370
2023
Q4 		$280K Buy
+2,106
New +$252K 0.02% 406

Other funds holding PSX

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
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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Trust Point Inc's PSX Position: Q2 2026 in Review

Trust Point Inc reduced its Phillips 66 (PSX) stake by 8.1% in Q2 2026, selling an estimated $39.2K and leaving 2,577 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #254.

Trust Point Inc first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $511K in Q1 2026. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Trust Point Inc held 2,577 shares of Phillips 66 worth $436K as of Q2 2026.
  • Trust Point Inc sold 228 Phillips 66 shares in Q2 2026, an estimated $39.2K.
  • Phillips 66 made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #254 holding.
  • Trust Point Inc first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Phillips 66 position peaked at $511K in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.