Whittier Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $689K | Buy |
3,883
+10
| +0.3% | +$1.72K | 0.01% | 441 |
|
|
2026
Q1 | $687K | Sell |
3,873
-643
| -14% | -$101K | 0.01% | 403 |
|
|
2025
Q4 | $617K | Hold |
4,516
| – | – | 0.01% | 416 |
|
|
2025
Q3 | $601K | Buy |
4,516
+193
| +4% | +$24.7K | 0.01% | 413 |
|
|
2025
Q2 | $516K | Buy |
4,323
+1,216
| +39% | +$136K | 0.01% | 483 |
|
|
2025
Q1 | $384K | Sell |
3,107
-93
| -3% | -$11.5K | 0.01% | 531 |
|
|
2024
Q4 | $365K | Sell |
3,200
-16
| -0.5% | -$2.04K | ﹤0.01% | 546 |
|
|
2024
Q3 | $423K | Buy |
3,216
+26
| +0.8% | +$3.51K | 0.01% | 534 |
|
|
2024
Q2 | $450K | Sell |
3,190
-20
| -0.6% | -$2.96K | 0.01% | 501 |
|
|
2024
Q1 | $524K | Buy |
3,210
+180
| +6% | +$25.9K | 0.01% | 483 |
|
|
2023
Q4 | $403K | Sell |
3,030
-570
| -16% | -$68.1K | 0.01% | 517 |
|
|
2023
Q3 | $433K | Buy |
3,600
+73
| +2% | +$8.19K | 0.01% | 489 |
|
|
2023
Q2 | $336K | Sell |
3,527
-634
| -15% | -$61.6K | 0.01% | 532 |
|
|
2023
Q1 | $422K | Sell |
4,161
-2,093
| -33% | -$213K | 0.01% | 493 |
|
|
2022
Q4 | $651K | Buy |
6,254
+1,490
| +31% | +$152K | 0.01% | 418 |
|
|
2022
Q3 | $384K | Sell |
4,764
-380
| -7% | -$32.4K | 0.01% | 501 |
|
|
2022
Q2 | $422K | Sell |
5,144
-65
| -1% | -$6.01K | 0.01% | 488 |
|
|
2022
Q1 | $450K | Buy |
5,209
+296
| +6% | +$24.9K | 0.01% | 512 |
|
|
2021
Q4 | $355K | Buy |
4,913
+893
| +22% | +$67.5K | 0.01% | 557 |
|
|
2021
Q3 | $281K | Hold |
4,020
| – | – | 0.01% | 582 |
|
|
2021
Q2 | $345K | Hold |
4,020
| – | – | 0.01% | 537 |
|
|
2021
Q1 | $328K | Buy |
4,020
+103
| +3% | +$8.08K | 0.01% | 548 |
|
|
2020
Q4 | $274K | Sell |
3,917
-151
| -4% | -$8.86K | 0.01% | 536 |
|
|
2020
Q3 | $211K | Sell |
4,068
-712
| -15% | -$43.5K | 0.01% | 559 |
|
|
2020
Q2 | $343K | Sell |
4,780
-3,582
| -43% | -$254K | 0.01% | 452 |
|
|
2020
Q1 | $449K | Sell |
8,362
-164
| -2% | -$13.3K | 0.01% | 398 |
|
|
2019
Q4 | $950K | Buy |
8,526
+3,542
| +71% | +$398K | 0.02% | 316 |
|
|
2019
Q3 | $510K | Buy |
4,984
+63
| +1% | +$6.31K | 0.01% | 391 |
|
|
2019
Q2 | $460K | Sell |
4,921
-1,394
| -22% | -$125K | 0.01% | 405 |
|
|
2019
Q1 | $601K | Hold |
6,315
| – | – | 0.02% | 358 |
|
|
2018
Q4 | $544K | Hold |
6,315
| – | – | 0.02% | 351 |
|
|
2018
Q3 | $712K | Hold |
6,315
| – | – | 0.02% | 327 |
|
|
2018
Q2 | $709K | Hold |
6,315
| – | – | 0.02% | 324 |
|
|
2018
Q1 | $606K | Buy |
6,315
+102
| +2% | +$9.93K | 0.02% | 346 |
|
|
2017
Q4 | $628K | Sell |
6,213
-873
| -12% | -$83K | 0.02% | 335 |
|
|
2017
Q3 | $649K | Buy |
7,086
+834
| +13% | +$70.6K | 0.02% | 326 |
|
|
2017
Q2 | $517K | Sell |
6,252
-569
| -8% | -$44.7K | 0.02% | 340 |
|
|
2017
Q1 | $540K | Buy |
6,821
+885
| +15% | +$71.3K | 0.02% | 341 |
|
|
2016
Q4 | $513K | Buy |
5,936
+164
| +3% | +$13.6K | 0.02% | 338 |
|
|
2016
Q3 | $465K | Sell |
5,772
-43
| -0.7% | -$3.34K | 0.02% | 345 |
|
|
2016
Q2 | $462K | Buy |
5,815
+78
| +1% | +$6.37K | 0.02% | 345 |
|
|
2016
Q1 | $497K | Sell |
5,737
-959
| -14% | -$77.9K | 0.02% | 342 |
|
|
2015
Q4 | $548K | Sell |
6,696
-255
| -4% | -$22K | 0.02% | 343 |
|
|
2015
Q3 | $535K | Buy |
6,951
+622
| +10% | +$49.4K | 0.03% | 325 |
|
|
2015
Q2 | $510K | Sell |
6,329
-800
| -11% | -$63.6K | 0.02% | 350 |
|
|
2015
Q1 | $561K | Buy |
7,129
+1,442
| +25% | +$106K | 0.03% | 331 |
|
|
2014
Q4 | $408K | Sell |
5,687
-7
| -0.1% | -$516 | 0.02% | 359 |
|
|
2014
Q3 | $463K | Sell |
5,694
-110
| -2% | -$9.16K | 0.02% | 340 |
|
|
2014
Q2 | $467K | Sell |
5,804
-650
| -10% | -$53.5K | 0.02% | 336 |
|
|
2014
Q1 | $497K | Sell |
6,454
-1,069
| -14% | -$81.4K | 0.03% | 323 |
|
|
2013
Q4 | $580K | Sell |
7,523
-1,679
| -18% | -$112K | 0.03% | 306 |
|
|
2013
Q3 | $532K | Sell |
9,202
-158
| -2% | -$9.16K | 0.03% | 321 |
|
|
2013
Q2 | $551K | Buy |
+9,360
| New | +$588K | 0.03% | 306 |
|
Other funds holding PSX
EIM
Whittier Trust's PSX Position: Q2 2026 in Review
Whittier Trust increased its Phillips 66 (PSX) stake by 0.26% in Q2 2026, buying an estimated $1.72K and bringing the position to 3,883 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #441.
Whittier Trust first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $950K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Whittier Trust held 3,883 shares of Phillips 66 worth $689K as of Q2 2026.
- Whittier Trust bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
- Phillips 66 made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #441 holding.
- Whittier Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's Phillips 66 position peaked at $950K in Q4 2019.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.