UHLMANN PRICE SECURITIES’s Phillips 66 PSX Stock Holding History

UHLMANN PRICE SECURITIES’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	$1.39M	Sell	8,201 -280	-3%	-$48.2K	0.05%	56
2026 Q1	$1.55M	Buy	8,481 +4,883	+136%	+$765K	0.1%	46
2025 Q4	$464K	Buy	3,598 +115	+3%	+$15.5K	0.28%	94
2025 Q3	$474K	Buy	3,483 +215	+7%	+$27.5K	0.29%	87
2025 Q2	$390K	Buy	3,268 +966	+42%	+$108K	0.28%	90
2025 Q1	$284K	Buy	+2,302	New	+$284K	0.21%	118

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UHLMANN PRICE SECURITIES's PSX Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Phillips 66 (PSX) stake by 3.3% in Q2 2026, selling an estimated $48.2K and leaving 8,201 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #56.

UHLMANN PRICE SECURITIES first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2026. 880 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

UHLMANN PRICE SECURITIES held 8,201 shares of Phillips 66 worth $1.39M as of Q2 2026.
UHLMANN PRICE SECURITIES sold 280 Phillips 66 shares in Q2 2026, an estimated $48.2K.
Phillips 66 made up 0.05% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #56 holding.
UHLMANN PRICE SECURITIES first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
UHLMANN PRICE SECURITIES's Phillips 66 position peaked at $1.55M in Q1 2026.
880 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.