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YHB Investment Advisors’s Phillips 66 PSX Stock Holding History

YHB Investment Advisors’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 		$2.43M Buy
14,371
+36
+0.3% +$6.2K 0.16% 116
2026
Q1 		$2.61M Buy
14,335
+152
+1% +$23.8K 0.19% 111
2025
Q4 		$1.83M Buy
14,183
+215
+2% +$28.9K 0.13% 131
2025
Q3 		$1.9M Buy
13,968
+496
+4% +$63.5K 0.14% 123
2025
Q2 		$1.61M Buy
13,472
+307
+2% +$34.4K 0.12% 132
2025
Q1 		$1.63M Buy
13,165
+273
+2% +$33.6K 0.14% 133
2024
Q4 		$1.47M Sell
12,892
-272
-2% -$34.6K 0.12% 135
2024
Q3 		$1.73M Sell
13,164
-486
-4% -$65.6K 0.14% 130
2024
Q2 		$1.93M Buy
13,650
+351
+3% +$52K 0.17% 122
2024
Q1 		$2.17M Buy
13,299
+485
+4% +$69.9K 0.19% 109
2023
Q4 		$1.71M Buy
12,814
+91
+0.7% +$10.9K 0.17% 121
2023
Q3 		$1.53M Sell
12,723
-268
-2% -$30.1K 0.14% 130
2023
Q2 		$1.24M Buy
12,991
+265
+2% +$25.8K 0.12% 142
2023
Q1 		$1.29M Buy
12,726
+18
+0.1% +$1.83K 0.13% 136
2022
Q4 		$1.32M Buy
12,708
+49
+0.4% +$5.01K 0.14% 129
2022
Q3 		$1.02M Buy
12,659
+845
+7% +$72K 0.11% 140
2022
Q2 		$969K Buy
11,814
+1,470
+14% +$136K 0.1% 151
2022
Q1 		$894K Sell
10,344
-152
-1% -$12.8K 0.08% 164
2021
Q4 		$761K Buy
10,496
+559
+6% +$42.3K 0.06% 180
2021
Q3 		$696K Buy
9,937
+783
+9% +$56.7K 0.06% 183
2021
Q2 		$786K Buy
9,154
+540
+6% +$45.6K 0.07% 183
2021
Q1 		$678K Sell
8,614
-590
-6% -$46.3K 0.06% 185
2020
Q4 		$644K Sell
9,204
-65
-0.7% -$3.82K 0.06% 181
2020
Q3 		$481K Sell
9,269
-670
-7% -$40.9K 0.05% 191
2020
Q2 		$715K Buy
9,939
+3,825
+63% +$271K 0.1% 119
2020
Q1 		$328K Sell
6,114
-580
-9% -$47.2K 0.06% 137
2019
Q4 		$746K Buy
6,694
+290
+5% +$32.6K 0.11% 120
2019
Q3 		$656K Buy
6,404
+200
+3% +$20K 0.1% 127
2019
Q2 		$580K Buy
6,204
+95
+2% +$8.52K 0.09% 130
2019
Q1 		$581K Buy
6,109
+1,315
+27% +$125K 0.09% 134
2018
Q4 		$413K Buy
4,794
+1,120
+30% +$109K 0.07% 134
2018
Q3 		$414K Buy
3,674
+935
+34% +$108K 0.06% 143
2018
Q2 		$308K Buy
+2,739
New +$308K 0.05% 157

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

YHB Investment Advisors's PSX Position: Q2 2026 in Review

YHB Investment Advisors increased its Phillips 66 (PSX) stake by 0.25% in Q2 2026, buying an estimated $6.2K and bringing the position to 14,371 shares worth $2.43M. The position accounts for 0.16% of the portfolio, ranked #116.

YHB Investment Advisors first reported a position in PSX in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.61M in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • YHB Investment Advisors held 14,371 shares of Phillips 66 worth $2.43M as of Q2 2026.
  • YHB Investment Advisors bought 36 Phillips 66 shares in Q2 2026, an estimated $6.2K.
  • Phillips 66 made up 0.16% of YHB Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • YHB Investment Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 33 quarters since.
  • YHB Investment Advisors's Phillips 66 position peaked at $2.61M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.