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Wedmont Private Capital’s Phillips 66 PSX Stock Holding History

Wedmont Private Capital’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 		$2.43M Buy
12,894
+175
+1% +$30.1K 0.07% 157
2026
Q1 		$2.14M Buy
12,719
+1,034
+9% +$162K 0.07% 157
2025
Q4 		$1.61M Sell
11,685
-201
-2% -$27.1K 0.06% 193
2025
Q3 		$1.57M Buy
11,886
+452
+4% +$57.9K 0.06% 198
2025
Q2 		$1.49M Buy
11,434
+4,853
+74% +$544K 0.06% 195
2025
Q1 		$641K Sell
6,581
-275
-4% -$33.9K 0.03% 322
2024
Q4 		$781K Buy
6,856
+847
+14% +$108K 0.04% 278
2024
Q3 		$832K Sell
6,009
-1,285
-18% -$174K 0.05% 236
2024
Q2 		$1.01M Buy
7,294
+2,341
+47% +$347K 0.06% 194
2024
Q1 		$819K Buy
4,953
+831
+20% +$120K 0.06% 215
2023
Q4 		$552K Buy
4,122
+983
+31% +$117K 0.05% 282
2023
Q3 		$349K Buy
3,139
+270
+9% +$30.3K 0.04% 335
2023
Q2 		$288K Sell
2,869
-877
-23% -$85.3K 0.03% 384
2023
Q1 		$393K Buy
3,746
+1,066
+40% +$108K 0.05% 267
2022
Q4 		$283K Buy
+2,680
New +$274K 0.04% 345

Other funds holding PSX

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wedmont Private Capital's PSX Position: Q2 2026 in Review

Wedmont Private Capital increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 12,894 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #157.

Wedmont Private Capital first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wedmont Private Capital held 12,894 shares of Phillips 66 worth $2.43M as of Q2 2026.
  • Wedmont Private Capital bought 175 Phillips 66 shares in Q2 2026, an estimated $30.1K.
  • Phillips 66 made up 0.07% of Wedmont Private Capital's portfolio in Q2 2026, its #157 holding.
  • Wedmont Private Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • 715 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.