Welch Group’s Phillips 66 PSX Stock Holding History

Welch Group’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	$527K	Sell	3,118 -219	-7%	-$37.7K	0.02%	184
2026 Q1	$608K	Hold	3,337	–	–	0.02%	159
2025 Q4	$431K	Buy	3,337 +26	+0.8%	+$3.5K	0.02%	194
2025 Q3	$450K	Hold	3,311	–	–	0.02%	182
2025 Q2	$395K	Sell	3,311 -195	-6%	-$21.8K	0.02%	182
2025 Q1	$427K	Buy	3,506 +12	+0.3%	+$1.48K	0.02%	161
2024 Q4	$391K	Sell	3,494 -153	-4%	-$19.5K	0.02%	175
2024 Q3	$479K	Sell	3,647 -314	-8%	-$42.4K	0.02%	150
2024 Q2	$559K	Buy	3,961 +12	+0.3%	+$1.78K	0.03%	135
2024 Q1	$645K	Sell	3,949 -148	-4%	-$21.3K	0.03%	110
2023 Q4	$545K	Buy	4,097 +327	+9%	+$39.1K	0.03%	118
2023 Q3	$453K	Buy	3,770 +14	+0.4%	+$1.57K	0.03%	116
2023 Q2	$358K	Buy	3,756 +16	+0.4%	+$1.55K	0.02%	142
2023 Q1	$379K	Buy	3,740 +15	+0.4%	+$1.52K	0.02%	137
2022 Q4	$388K	Buy	3,725 +24	+0.6%	+$2.46K	0.02%	133
2022 Q3	$299K	Buy	3,701 +16	+0.4%	+$1.36K	0.02%	133
2022 Q2	$302K	Buy	3,685 +14	+0.4%	+$1.29K	0.02%	144
2022 Q1	$317K	Buy	3,671 +343	+10%	+$28.9K	0.02%	155
2021 Q4	$241K	Buy	+3,328	New	+$252K	0.01%	189
2020 Q1	–	Sell	-1,396	Closed	-$156K	–	170
2019 Q4	$156K	Buy	1,396 +50	+4%	+$5.62K	0.02%	124
2019 Q3	$138K	Sell	1,346 -142	-10%	-$14.2K	0.01%	130
2019 Q2	$139K	Sell	1,488 -3,774	-72%	-$339K	0.01%	126
2019 Q1	$501K	Buy	5,262 +9	+0.2%	+$856	0.06%	72
2018 Q4	$453K	Hold	5,253	–	–	0.06%	72
2018 Q3	$592	Hold	5,253	–	–	0.06%	67
2018 Q2	$590K	Sell	5,253 -45	-0.8%	-$5.06K	0.07%	62
2018 Q1	$508K	Buy	5,298 +307	+6%	+$29.9K	0.06%	65
2017 Q4	$505K	Buy	4,991 +176	+4%	+$16.7K	0.08%	66
2017 Q3	$441K	Hold	4,815	–	–	0.07%	62
2017 Q2	$398K	Hold	4,815	–	–	0.07%	84
2017 Q1	$381K	Sell	4,815 -2,000	-29%	-$161K	0.07%	62
2016 Q4	$589K	Sell	6,815 -2,585	-28%	-$215K	0.12%	57
2016 Q3	$757K	Buy	+9,400	New	+$731K	0.15%	52

Other funds holding PSX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Welch Group's PSX Position: Q2 2026 in Review

Welch Group reduced its Phillips 66 (PSX) stake by 6.6% in Q2 2026, selling an estimated $37.7K and leaving 3,118 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #184.

Welch Group first reported a position in PSX in Q3 2016 and has held it in 33 quarters since. The position peaked at $757K in Q3 2016. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Welch Group held 3,118 shares of Phillips 66 worth $527K as of Q2 2026.
Welch Group sold 219 Phillips 66 shares in Q2 2026, an estimated $37.7K.
Phillips 66 made up 0.02% of Welch Group's portfolio in Q2 2026, its #184 holding.
Welch Group first reported a position in Phillips 66 in Q3 2016 and has held it in 33 quarters since.
Welch Group's Phillips 66 position peaked at $757K in Q3 2016.
855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.