VeraBank’s Phillips 66 PSX Stock Holding History

VeraBank’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	$370K	Hold	2,191	–	–	0.06%	130
2026 Q1	$399K	Hold	2,191	–	–	0.07%	132
2025 Q4	$283K	Buy	2,191 +389	+22%	+$52.4K	0.05%	152
2025 Q3	$245K	Hold	1,802	–	–	0.05%	168
2025 Q2	$215K	Sell	1,802 -15	-0.8%	-$1.68K	0.04%	181
2025 Q1	$224K	Buy	1,817 +15	+0.8%	+$1.85K	0.06%	137
2024 Q4	$205K	Hold	1,802	–	–	0.06%	142
2024 Q3	$237K	Hold	1,802	–	–	0.07%	136
2024 Q2	$254K	Hold	1,802	–	–	0.08%	131
2024 Q1	$294K	Hold	1,802	–	–	0.09%	118
2023 Q4	$240K	Hold	1,802	–	–	0.08%	130
2023 Q3	$217K	Buy	+1,802	New	+$202K	0.08%	129
2023 Q1	–	Sell	-1,927	Closed	-$201K	–	139
2022 Q4	$201K	Buy	+1,927	New	+$197K	0.1%	129

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VeraBank's PSX Position: Q2 2026 in Review

VeraBank held its Phillips 66 (PSX) position steady in Q2 2026 at 2,191 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #130.

VeraBank first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $399K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

VeraBank held 2,191 shares of Phillips 66 worth $370K as of Q2 2026.
VeraBank left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of VeraBank's portfolio in Q2 2026, its #130 holding.
VeraBank first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
VeraBank's Phillips 66 position peaked at $399K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.