WhitTier Trust Company’s Phillips 66 PSX Stock Holding History

WhitTier Trust Company’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	$979K	Hold	5,475	–	–	0.02%	309
2026 Q1	$971K	Buy	5,475 +10	+0.2%	+$1.57K	0.02%	300
2025 Q4	$747K	Hold	5,465	–	–	0.02%	321
2025 Q3	$727K	Sell	5,465 -68	-1%	-$8.71K	0.02%	316
2025 Q2	$660K	Sell	5,533 -195	-3%	-$21.8K	0.02%	360
2025 Q1	$707K	Buy	5,728 +340	+6%	+$41.9K	0.02%	334
2024 Q4	$614K	Hold	5,388	–	–	0.02%	341
2024 Q3	$708K	Sell	5,388 -106	-2%	-$14.3K	0.02%	316
2024 Q2	$776K	Sell	5,494 -582	-10%	-$86.1K	0.02%	303
2024 Q1	$992K	Buy	6,076 +283	+5%	+$40.8K	0.03%	282
2023 Q4	$771K	Hold	5,793	–	–	0.02%	298
2023 Q3	$696K	Hold	5,793	–	–	0.02%	302
2023 Q2	$553K	Buy	5,793 +656	+13%	+$63.8K	0.02%	335
2023 Q1	$521K	Buy	5,137 +131	+3%	+$13.3K	0.02%	333
2022 Q4	$521K	Sell	5,006 -34	-0.7%	-$3.48K	0.02%	332
2022 Q3	$407K	Sell	5,040 -36	-0.7%	-$3.07K	0.02%	359
2022 Q2	$416K	Hold	5,076	–	–	0.02%	358
2022 Q1	$439K	Hold	5,076	–	–	0.02%	362
2021 Q4	$368K	Sell	5,076 -100	-2%	-$7.56K	0.01%	383
2021 Q3	$363K	Hold	5,176	–	–	0.01%	376
2021 Q2	$444K	Hold	5,176	–	–	0.02%	353
2021 Q1	$422K	Hold	5,176	–	–	0.02%	352
2020 Q4	$362K	Hold	5,176	–	–	0.02%	357
2020 Q3	$268K	Sell	5,176 -190	-4%	-$11.6K	0.02%	377
2020 Q2	$386K	Sell	5,366 -5	-0.1%	-$354	0.02%	317
2020 Q1	$288K	Sell	5,371 -369	-6%	-$30K	0.02%	339
2019 Q4	$639K	Hold	5,740	–	–	0.04%	279
2019 Q3	$587K	Sell	5,740 -25	-0.4%	-$2.51K	0.04%	270
2019 Q2	$540K	Hold	5,765	–	–	0.04%	274
2019 Q1	$548K	Hold	5,765	–	–	0.04%	267
2018 Q4	$497K	Buy	5,765 +10	+0.2%	+$977	0.04%	265
2018 Q3	$649K	Hold	5,755	–	–	0.05%	242
2018 Q2	$647K	Hold	5,755	–	–	0.05%	235
2018 Q1	$552K	Sell	5,755 -111	-2%	-$10.8K	0.05%	251
2017 Q4	$594K	Buy	5,866 +500	+9%	+$47.5K	0.05%	238
2017 Q3	$491K	Hold	5,366	–	–	0.05%	256
2017 Q2	$444K	Sell	5,366 -299	-5%	-$23.5K	0.04%	264
2017 Q1	$449K	Sell	5,665 -10	-0.2%	-$806	0.04%	260
2016 Q4	$491K	Buy	5,675 +35	+0.6%	+$2.91K	0.05%	234
2016 Q3	$454K	Sell	5,640 -771	-12%	-$59.9K	0.05%	244
2016 Q2	$509K	Buy	6,411 +75	+1%	+$6.13K	0.06%	234
2016 Q1	$549K	Sell	6,336 -300	-5%	-$24.4K	0.06%	232
2015 Q4	$543K	Buy	6,636 +150	+2%	+$12.9K	0.06%	230
2015 Q3	$498K	Sell	6,486 -200	-3%	-$15.9K	0.06%	241
2015 Q2	$539K	Sell	6,686 -2	-0%	-$159	0.06%	243
2015 Q1	$525K	Buy	6,688 +850	+15%	+$62.4K	0.06%	244
2014 Q4	$419K	Hold	5,838	–	–	0.05%	274
2014 Q3	$475K	Hold	5,838	–	–	0.05%	255
2014 Q2	$469K	Sell	5,838 -1,829	-24%	-$151K	0.05%	253
2014 Q1	$591K	Buy	7,667 +218	+3%	+$16.6K	0.07%	220
2013 Q4	$574K	Sell	7,449 -500	-6%	-$33.4K	0.07%	215
2013 Q3	$460K	Buy	7,949 +670	+9%	+$38.8K	0.06%	229
2013 Q2	$429K	Buy	+7,279	New	+$457K	0.06%	229

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

WhitTier Trust Company's PSX Position: Q2 2026 in Review

WhitTier Trust Company held its Phillips 66 (PSX) position steady in Q2 2026 at 5,475 shares worth $979K. The position accounts for 0.02% of the portfolio, ranked #309.

WhitTier Trust Company first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $992K in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

WhitTier Trust Company held 5,475 shares of Phillips 66 worth $979K as of Q2 2026.
WhitTier Trust Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #309 holding.
WhitTier Trust Company first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Phillips 66 position peaked at $992K in Q1 2024.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.