West Branch Capital’s Phillips 66 PSX Stock Holding History

West Branch 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	$15.5K	Hold	92	–	–	﹤0.01%	209
2026 Q1	$16.7K	Hold	92	–	–	﹤0.01%	193
2025 Q4	$11.8K	Sell	92 -183	-67%	-$24.6K	﹤0.01%	248
2025 Q3	$37.4K	Hold	275	–	–	0.01%	160
2025 Q2	$32.8K	Hold	275	–	–	0.01%	167
2025 Q1	$34K	Hold	275	–	–	0.01%	179
2024 Q4	$31.3K	Hold	275	–	–	0.01%	183
2024 Q3	$36.1K	Hold	275	–	–	0.01%	173
2024 Q2	$38.8K	Hold	275	–	–	0.01%	177
2024 Q1	$44.9K	Hold	275	–	–	0.02%	165
2023 Q4	$36.6K	Buy	275 +91	+49%	+$10.9K	0.02%	182
2023 Q3	$22K	Hold	184	–	–	0.01%	215
2023 Q2	$17.5K	Hold	184	–	–	0.01%	239
2023 Q1	$18.6K	Hold	184	–	–	0.01%	236
2022 Q4	$19.1K	Buy	184 +92	+100%	+$9.41K	0.01%	228
2022 Q3	$7K	Hold	92	–	–	﹤0.01%	317
2022 Q2	$8K	Hold	92	–	–	﹤0.01%	295
2022 Q1	$8K	Hold	92	–	–	﹤0.01%	319
2021 Q4	$7K	Hold	92	–	–	﹤0.01%	356
2021 Q3	$6K	Hold	92	–	–	﹤0.01%	346
2021 Q2	$8K	Buy	+92	New	+$7.77K	﹤0.01%	343
2019 Q3	–	Sell	-2,173	Closed	-$203K	–	101
2019 Q2	$203K	Buy	+2,173	New	+$195K	0.17%	90

Other funds holding PSX

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

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

West Branch Capital's PSX Position: Q2 2026 in Review

West Branch Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 92 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

West Branch Capital first reported a position in PSX in Q2 2019 and has held it in 22 quarters since. The position peaked at $203K in Q2 2019. 549 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

West Branch Capital held 92 shares of Phillips 66 worth $15.5K as of Q2 2026.
West Branch Capital left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #209 holding.
West Branch Capital first reported a position in Phillips 66 in Q2 2019 and has held it in 22 quarters since.
West Branch Capital's Phillips 66 position peaked at $203K in Q2 2019.
549 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.