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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Community Bank's PSX Position: Q1 2026 in Review

United Community Bank reduced its Phillips 66 (PSX) stake by 10% in Q1 2026, selling an estimated $17.4K and leaving 988 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #209.

United Community Bank first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $368K in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

United Community Bank held 988 shares of Phillips 66 worth $180K as of Q1 2026.
United Community Bank sold 111 Phillips 66 shares in Q1 2026, an estimated $17.4K.
Phillips 66 made up 0.06% of United Community Bank's portfolio in Q1 2026, its #209 holding.
United Community Bank first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
United Community Bank's Phillips 66 position peaked at $368K in Q1 2024.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.