Westhampton Capital’s Phillips 66 PSX Stock Holding History

Westhampton 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	$877K	Hold	5,190	–	–	0.36%	70
2026 Q1	$946K	Hold	5,190	–	–	0.44%	63
2025 Q4	$670K	Sell	5,190 -150	-3%	-$20.2K	0.32%	75
2025 Q3	$726K	Hold	5,340	–	–	0.35%	74
2025 Q2	$637K	Hold	5,340	–	–	0.33%	76
2025 Q1	$659K	Sell	5,340 -800	-13%	-$98.6K	0.36%	78
2024 Q4	$700K	Hold	6,140	–	–	0.36%	75
2024 Q3	$807K	Sell	6,140 -468	-7%	-$63.2K	0.41%	71
2024 Q2	$933K	Buy	6,608 +467	+8%	+$69.1K	0.51%	61
2024 Q1	$1M	Hold	6,141	–	–	0.55%	58
2023 Q4	$818K	Sell	6,141 -542	-8%	-$64.8K	0.49%	63
2023 Q3	$803K	Hold	6,683	–	–	0.52%	62
2023 Q2	$637K	Sell	6,683 -20	-0.3%	-$1.94K	0.41%	66
2023 Q1	$680K	Buy	6,703 +250	+4%	+$25.4K	0.44%	69
2022 Q4	$672K	Hold	6,453	–	–	0.45%	67
2022 Q3	$521K	Hold	6,453	–	–	0.39%	75
2022 Q2	$529K	Hold	6,453	–	–	0.37%	75
2022 Q1	$557K	Hold	6,453	–	–	0.36%	80
2021 Q4	$468K	Buy	6,453 +700	+12%	+$52.9K	0.29%	88
2021 Q3	$403K	Sell	5,753 -195	-3%	-$14.1K	0.28%	87
2021 Q2	$510K	Buy	5,948 +55	+0.9%	+$4.64K	0.33%	83
2021 Q1	$481K	Hold	5,893	–	–	0.33%	81
2020 Q4	$412K	Buy	5,893 +33	+0.6%	+$1.94K	0.31%	79
2020 Q3	$304K	Hold	5,860	–	–	0.25%	86
2020 Q2	$421K	Hold	5,860	–	–	0.37%	77
2020 Q1	$314K	Sell	5,860 -2,235	-28%	-$182K	0.33%	74
2019 Q4	$902K	Hold	8,095	–	–	0.73%	42
2019 Q3	$829K	Sell	8,095 -150	-2%	-$15K	0.69%	44
2019 Q2	$771K	Buy	+8,245	New	+$740K	0.65%	46

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

Westhampton Capital's PSX Position: Q2 2026 in Review

Westhampton Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 5,190 shares worth $877K. The position accounts for 0.36% of the portfolio, ranked #70.

Westhampton Capital first reported a position in PSX in Q2 2019 and has held it in 29 quarters since. The position peaked at $1M in Q1 2024. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Westhampton Capital held 5,190 shares of Phillips 66 worth $877K as of Q2 2026.
Westhampton Capital left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.36% of Westhampton Capital's portfolio in Q2 2026, its #70 holding.
Westhampton Capital first reported a position in Phillips 66 in Q2 2019 and has held it in 29 quarters since.
Westhampton Capital's Phillips 66 position peaked at $1M in Q1 2024.
717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.