William B. Walkup & Associates’s Phillips 66 PSX Stock Holding History

William B. Walkup & Associates’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	$2.67M	Buy	15,792 +130	+0.8%	+$22.4K	1.29%	22
2026 Q1	$1.93M	Sell	15,662 -115	-0.7%	-$18K	1.15%	24
2025 Q4	$2.04M	Buy	15,777 +16	+0.1%	+$2.15K	1.11%	27
2025 Q3	$2.14M	Buy	15,761 +99	+0.6%	+$12.7K	1.15%	26
2025 Q2	$1.87M	Hold	15,662	–	–	1.1%	26
2025 Q1	$1.93M	Buy	15,662 +628	+4%	+$77.4K	1.18%	23
2024 Q4	$1.71M	Hold	15,034	–	–	1.08%	26
2024 Q3	$1.98M	Hold	15,034	–	–	1.22%	24
2024 Q2	$2.12M	Buy	+15,034	New	+$2.23M	1.39%	21

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

William B. Walkup & Associates's PSX Position: Q2 2026 in Review

William B. Walkup & Associates increased its Phillips 66 (PSX) stake by 0.83% in Q2 2026, buying an estimated $22.4K and bringing the position to 15,792 shares worth $2.67M. The position accounts for 1.29% of the portfolio, ranked #22.

William B. Walkup & Associates first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

William B. Walkup & Associates held 15,792 shares of Phillips 66 worth $2.67M as of Q2 2026.
William B. Walkup & Associates bought 130 Phillips 66 shares in Q2 2026, an estimated $22.4K.
Phillips 66 made up 1.29% of William B. Walkup & Associates's portfolio in Q2 2026, its #22 holding.
William B. Walkup & Associates first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.