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Unison Advisors’s Phillips 66 PSX Stock Holding History

Unison Advisors’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 		$3.89M Buy
+23,005
New +$3.96M 0.27% 48
2022
Q3 		– Sell
-27,339
Closed -$2.24M – 190
2022
Q2 		$2.24M Buy
27,339
+289
+1% +$26.7K 0.58% 43
2022
Q1 		$2.34M Buy
27,050
+338
+1% +$28.4K 0.56% 44
2021
Q4 		$1.94M Buy
26,712
+409
+2% +$30.9K 0.47% 56
2021
Q3 		$1.84M Sell
26,303
-6,446
-20% -$467K 0.46% 60
2021
Q2 		$2.81M Buy
32,749
+339
+1% +$28.6K 0.52% 46
2021
Q1 		$2.64M Buy
32,410
+400
+1% +$31.4K 0.51% 48
2020
Q4 		$2.24M Buy
32,010
+554
+2% +$32.5K 0.51% 50
2020
Q3 		$1.63M Buy
31,456
+393
+1% +$24K 0.47% 57
2020
Q2 		$2.23M Buy
31,063
+19,186
+162% +$1.36M 0.75% 24
2020
Q1 		$637K Buy
11,877
+97
+0.8% +$7.89K 0.69% 58
2019
Q4 		$1.31M Buy
11,780
+97
+0.8% +$10.9K 0.95% 44
2019
Q3 		$1.2M Buy
11,683
+107
+0.9% +$10.7K 0.92% 50
2019
Q2 		$1.08M Buy
11,576
+96
+0.8% +$8.61K 0.82% 58
2019
Q1 		$1.09M Buy
11,480
+98
+0.9% +$9.32K 0.81% 58
2018
Q4 		$980K Buy
11,382
+78
+0.7% +$7.62K 0.78% 59
2018
Q3 		$1.27M Buy
11,304
+79
+0.7% +$9.13K 0.89% 45
2018
Q2 		$1.26M Buy
11,225
+81
+0.7% +$9.11K 0.93% 39
2018
Q1 		$1.07M Buy
11,144
+75
+0.7% +$7.3K 0.8% 57
2017
Q4 		$1.12M Buy
+11,069
New +$1.05M 0.82% 61

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
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
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

Unison Advisors's PSX Position: Q2 2026 in Review

Unison Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 23,005 shares worth $3.89M. The stake represents 0.27% of the portfolio and ranks #48 among its holdings. This is a return to the name: Unison Advisors previously reported a position in PSX as recently as Q2 2022.

Unison Advisors first reported a position in PSX in Q4 2017 and has held it in 20 quarters since. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Unison Advisors held 23,005 shares of Phillips 66 worth $3.89M as of Q2 2026.
  • Phillips 66 was a new Unison Advisors position in Q2 2026.
  • Phillips 66 made up 0.27% of Unison Advisors's portfolio in Q2 2026, its #48 holding.
  • Unison Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 20 quarters since.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.