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Woodmont Investment Counsel’s Phillips 66 PSX Stock Holding History

Woodmont Investment Counsel’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 		$593K Buy
3,508
+20
+0.6% +$3.44K 0.03% 181
2026
Q1 		$635K Hold
3,488
– – 0.04% 172
2025
Q4 		$450K Hold
3,488
– – 0.03% 191
2025
Q3 		$474K Buy
3,488
+58
+2% +$7.43K 0.03% 183
2025
Q2 		$409K Sell
3,430
-20
-0.6% -$2.24K 0.03% 214
2025
Q1 		$426K Sell
3,450
-15
-0.4% -$1.85K 0.03% 206
2024
Q4 		$395K Hold
3,465
– – 0.03% 203
2024
Q3 		$455K Hold
3,465
– – 0.03% 188
2024
Q2 		$489K Hold
3,465
– – 0.04% 176
2024
Q1 		$566K Hold
3,465
– – 0.05% 172
2023
Q4 		$461K Sell
3,465
-597
-15% -$71.4K 0.04% 174
2023
Q3 		$488K Sell
4,062
-350
-8% -$39.3K 0.05% 167
2023
Q2 		$421K Sell
4,412
-9
-0.2% -$875 0.04% 170
2023
Q1 		$448K Buy
4,421
+9
+0.2% +$915 0.05% 179
2022
Q4 		$459K Sell
4,412
-210
-5% -$21.5K 0.05% 180
2022
Q3 		$373K Buy
4,622
+210
+5% +$17.9K 0.05% 192
2022
Q2 		$362K Hold
4,412
– – 0.04% 189
2022
Q1 		$381K Buy
+4,412
New +$371K 0.04% 195
2021
Q3 		– Sell
-2,337
Closed -$201K – 209
2021
Q2 		$201K Buy
+2,337
New +$197K 0.03% 199
2021
Q1 		– Sell
-3,637
Closed -$254K – 196
2020
Q4 		$254K Buy
+3,637
New +$214K 0.05% 155
2016
Q4 		– Sell
-343
Closed -$28K – 509
2016
Q3 		$28K Buy
+343
New +$26.7K 0.01% 320
2016
Q2 		– Sell
-265
Closed -$23K – 390
2016
Q1 		$23K Hold
265
– – 0.01% 333
2015
Q4 		$22K Buy
265
+250
+1,667% +$21.6K 0.01% 349
2015
Q3 		$1K Hold
15
– – ﹤0.01% 533
2015
Q2 		$1K Buy
+15
New +$1.19K ﹤0.01% 533

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Woodmont Investment Counsel's PSX Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Phillips 66 (PSX) stake by 0.57% in Q2 2026, buying an estimated $3.44K and bringing the position to 3,508 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #181.

Woodmont Investment Counsel first reported a position in PSX in Q2 2015 and has held it in 25 quarters since. The position peaked at $635K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Woodmont Investment Counsel held 3,508 shares of Phillips 66 worth $593K as of Q2 2026.
  • Woodmont Investment Counsel bought 20 Phillips 66 shares in Q2 2026, an estimated $3.44K.
  • Phillips 66 made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #181 holding.
  • Woodmont Investment Counsel first reported a position in Phillips 66 in Q2 2015 and has held it in 25 quarters since.
  • Woodmont Investment Counsel's Phillips 66 position peaked at $635K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.