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Verdence Capital Advisors’s Phillips 66 PSX Stock Holding History

Verdence Capital 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 		$1.7M Sell
10,033
-25
-0.2% -$4.3K 0.09% 200
2026
Q1 		$1.83M Buy
10,058
+45
+0.4% +$7.05K 0.11% 186
2025
Q4 		$1.29M Sell
10,013
-238
-2% -$32K 0.08% 239
2025
Q3 		$1.39M Buy
10,251
+2,158
+27% +$276K 0.08% 245
2025
Q2 		$966K Sell
8,093
-152
-2% -$17K 0.07% 269
2025
Q1 		$1.02M Sell
8,245
-201
-2% -$24.8K 0.08% 247
2024
Q4 		$962K Sell
8,446
-781
-8% -$99.4K 0.08% 254
2024
Q3 		$1.21M Buy
9,227
+537
+6% +$72.5K 0.1% 231
2024
Q2 		$1.23M Sell
8,690
-699
-7% -$103K 0.11% 216
2024
Q1 		$1.53M Buy
9,389
+659
+8% +$95K 0.14% 181
2023
Q4 		$1.16M Buy
8,730
+3
+0% +$359 0.11% 200
2023
Q3 		$1.05M Buy
8,727
+223
+3% +$25K 0.11% 202
2023
Q2 		$811K Buy
8,504
+1
+0% +$97 0.09% 225
2023
Q1 		$862K Sell
8,503
-176
-2% -$17.9K 0.1% 218
2022
Q4 		$903K Buy
8,679
+189
+2% +$19.3K 0.11% 188
2022
Q3 		$685K Buy
8,490
+64
+0.8% +$5.46K 0.09% 220
2022
Q2 		$691K Sell
8,426
-14
-0.2% -$1.29K 0.09% 232
2022
Q1 		$729K Buy
8,440
+292
+4% +$24.6K 0.08% 237
2021
Q4 		$590K Sell
8,148
-16
-0.2% -$1.21K 0.07% 259
2021
Q3 		$572K Sell
8,164
-161
-2% -$11.7K 0.08% 253
2021
Q2 		$714K Buy
+8,325
New +$703K 0.1% 209
2020
Q2 		– Sell
-5,278
Closed -$283K – 360
2020
Q1 		$283K Sell
5,278
-1,521
-22% -$124K 0.08% 216
2019
Q4 		$757K Sell
6,799
-2,674
-28% -$300K 0.19% 128
2019
Q3 		$970K Buy
9,473
+62
+0.7% +$6.21K 0.27% 108
2019
Q2 		$880K Buy
9,411
+1,353
+17% +$121K 0.25% 114
2019
Q1 		$767K Buy
8,058
+685
+9% +$65.1K 0.21% 122
2018
Q4 		$635K Buy
7,373
+581
+9% +$56.8K 0.18% 119
2018
Q3 		$766K Buy
6,792
+3,181
+88% +$368K 0.19% 119
2018
Q2 		$406K Buy
3,611
+687
+23% +$77.2K 0.1% 187
2018
Q1 		$281K Sell
2,924
-361
-11% -$35.1K 0.07% 228
2017
Q4 		$332K Buy
+3,285
New +$312K 0.08% 196

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Verdence Capital Advisors's PSX Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Phillips 66 (PSX) stake by 0.25% in Q2 2026, selling an estimated $4.3K and leaving 10,033 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #200.

Verdence Capital Advisors first reported a position in PSX in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.83M in Q1 2026. 1,008 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Verdence Capital Advisors held 10,033 shares of Phillips 66 worth $1.7M as of Q2 2026.
  • Verdence Capital Advisors sold 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.09% of Verdence Capital Advisors's portfolio in Q2 2026, its #200 holding.
  • Verdence Capital Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 31 quarters since.
  • Verdence Capital Advisors's Phillips 66 position peaked at $1.83M in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.