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United Community Bank’s Phillips 66 PSX Stock Holding History

United Community Bank’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 		$101K Sell
595
-393
-40% -$67.7K 0.03% 279
2026
Q1 		$180K Sell
988
-111
-10% -$17.4K 0.06% 209
2025
Q4 		$142K Hold
1,099
– – 0.05% 198
2025
Q3 		$149K Buy
1,099
+6
+0.5% +$769 0.05% 231
2025
Q2 		$130K Sell
1,093
-833
-43% -$93.3K 0.04% 224
2025
Q1 		$238K Buy
1,926
+90
+5% +$11.1K 0.09% 165
2024
Q4 		$209K Sell
1,836
-24
-1% -$3.05K 0.08% 172
2024
Q3 		$244K Sell
1,860
-200
-10% -$27K 0.1% 157
2024
Q2 		$291K Sell
2,060
-192
-9% -$28.4K 0.12% 146
2024
Q1 		$368K Sell
2,252
-487
-18% -$70.2K 0.14% 121
2023
Q4 		$365K Sell
2,739
-4
-0.1% -$478 0.15% 121
2023
Q3 		$330K Buy
+2,743
New +$308K 0.16% 108
2023
Q1 		– Sell
-96
Closed -$9.99K – 250
2022
Q4 		$9.99K Hold
96
– – 0.01% 237
2022
Q3 		$7.75K Buy
+96
New +$8.18K 0.01% 233

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Community Bank's PSX Position: Q2 2026 in Review

United Community Bank reduced its Phillips 66 (PSX) stake by 40% in Q2 2026, selling an estimated $67.7K and leaving 595 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #279.

United Community Bank first reported a position in PSX in Q3 2022 and has held it in 14 quarters since. The position peaked at $368K in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • United Community Bank held 595 shares of Phillips 66 worth $101K as of Q2 2026.
  • United Community Bank sold 393 Phillips 66 shares in Q2 2026, an estimated $67.7K.
  • Phillips 66 made up 0.03% of United Community Bank's portfolio in Q2 2026, its #279 holding.
  • United Community Bank first reported a position in Phillips 66 in Q3 2022 and has held it in 14 quarters since.
  • United Community Bank's Phillips 66 position peaked at $368K in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.