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Wisconsin Capital Management’s Phillips 66 PSX Stock Holding History

Wisconsin Capital Management’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 		$3.7M Buy
21,909
+207
+1% +$35.6K 1.76% 17
2026
Q1 		$3.95M Buy
21,702
+4,487
+26% +$703K 2.17% 17
2025
Q4 		$2.22M Buy
17,215
+235
+1% +$31.6K 1.12% 24
2025
Q3 		$2.31M Sell
16,980
-50
-0.3% -$6.41K 1.18% 27
2025
Q2 		$2.03M Hold
17,030
– – 1.12% 24
2025
Q1 		$2.1M Sell
17,030
-1,300
-7% -$160K 1.34% 23
2024
Q4 		$2.09M Sell
18,330
-2,545
-12% -$324K 1.15% 26
2024
Q3 		$2.74M Sell
20,875
-4,455
-18% -$602K 1.44% 26
2024
Q2 		$3.58M Hold
25,330
– – 1.81% 25
2024
Q1 		$4.14M Sell
25,330
-500
-2% -$72.1K 2.17% 21
2023
Q4 		$3.44M Sell
25,830
-1,465
-5% -$175K 2.04% 23
2023
Q3 		$3.28M Buy
27,295
+875
+3% +$98.2K 2.17% 21
2023
Q2 		$2.52M Sell
26,420
-4,775
-15% -$464K 1.63% 25
2023
Q1 		$3.16M Buy
31,195
+7,215
+30% +$734K 2.16% 21
2022
Q4 		$2.5M Buy
+23,980
New +$2.45M 1.89% 23
2020
Q1 		– Sell
-30,571
Closed -$3.41M – 59
2019
Q4 		$3.41M Buy
30,571
+285
+0.9% +$32K 1.67% 27
2019
Q3 		$3.1M Sell
30,286
-950
-3% -$95.2K 1.65% 27
2019
Q2 		$2.92M Buy
31,236
+12,236
+64% +$1.1M 1.57% 29
2019
Q1 		$1.81M Buy
19,000
+1,000
+6% +$95.1K 1.61% 32
2018
Q4 		$1.55M Buy
+18,000
New +$1.76M 1.64% 29
2014
Q4 		$1.64M Sell
22,918
-29,056
-56% -$2.14M 0.58% 53
2014
Q3 		$4.23M Sell
51,974
-142
-0.3% -$11.8K 1.56% 26
2014
Q2 		$4.19M Buy
52,116
+1,416
+3% +$117K 1.54% 27
2014
Q1 		$3.91M Sell
50,700
-1,709
-3% -$130K 1.5% 28
2013
Q4 		$4.04M Sell
52,409
-16,650
-24% -$1.11M 1.59% 27
2013
Q3 		$3.99M Buy
69,059
+14,194
+26% +$823K 1.7% 25
2013
Q2 		$3.23M Buy
+54,865
New +$3.45M 1.37% 37

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wisconsin Capital Management's PSX Position: Q2 2026 in Review

Wisconsin Capital Management increased its Phillips 66 (PSX) stake by 0.95% in Q2 2026, buying an estimated $35.6K and bringing the position to 21,909 shares worth $3.7M. The position accounts for 1.76% of the portfolio, ranked #17.

Wisconsin Capital Management first reported a position in PSX in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.23M in Q3 2014. 725 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wisconsin Capital Management held 21,909 shares of Phillips 66 worth $3.7M as of Q2 2026.
  • Wisconsin Capital Management bought 207 Phillips 66 shares in Q2 2026, an estimated $35.6K.
  • Phillips 66 made up 1.76% of Wisconsin Capital Management's portfolio in Q2 2026, its #17 holding.
  • Wisconsin Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 27 quarters since.
  • Wisconsin Capital Management's Phillips 66 position peaked at $4.23M in Q3 2014.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wisconsin Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.