Walker Asset Management’s Phillips 66 PSX Stock Holding History

Walker Asset Management’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	$395K	Buy	2,336 +13	+0.6%	+$2.24K	0.2%	100
2026 Q1	$423K	Sell	2,323 -125	-5%	-$19.6K	0.23%	85
2025 Q4	$316K	Sell	2,448 -193	-7%	-$26K	0.17%	105
2025 Q3	$359K	Sell	2,641 -21	-0.8%	-$2.69K	0.2%	94
2025 Q2	$318K	Sell	2,662 -17	-0.6%	-$1.9K	0.18%	97
2025 Q1	$331K	Buy	2,679 +20	+0.8%	+$2.46K	0.2%	85
2024 Q4	$303K	Buy	2,659 +117	+5%	+$14.9K	0.19%	98
2024 Q3	$334K	Buy	2,542 +156	+7%	+$21.1K	0.21%	90
2024 Q2	$337K	Sell	2,386 -15	-0.6%	-$2.22K	0.23%	83
2024 Q1	$392K	Sell	2,401 -42	-2%	-$6.05K	0.26%	71
2023 Q4	$325K	Buy	+2,443	New	+$292K	0.23%	80

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

Walker Asset Management's PSX Position: Q2 2026 in Review

Walker Asset Management increased its Phillips 66 (PSX) stake by 0.56% in Q2 2026, buying an estimated $2.24K and bringing the position to 2,336 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #100.

Walker Asset Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Walker Asset Management held 2,336 shares of Phillips 66 worth $395K as of Q2 2026.
Walker Asset Management bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
Phillips 66 made up 0.2% of Walker Asset Management's portfolio in Q2 2026, its #100 holding.
Walker Asset Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Walker Asset Management's Phillips 66 position peaked at $423K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.