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Yousif Capital Management’s Phillips 66 PSX Stock Holding History

Yousif 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 		$8.02M Sell
47,469
-4,474
-9% -$770K 0.09% 195
2026
Q1 		$9.46M Sell
51,943
-1,708
-3% -$268K 0.11% 164
2025
Q4 		$7.43M Sell
53,651
-4,004
-7% -$539K 0.08% 225
2025
Q3 		$7.84M Sell
57,655
-3,746
-6% -$480K 0.08% 213
2025
Q2 		$7.33M Sell
61,401
-10
-0% -$1.12K 0.08% 232
2025
Q1 		$7.58M Buy
61,411
+465
+0.8% +$57.3K 0.09% 212
2024
Q4 		$6.94M Sell
60,946
-883
-1% -$112K 0.08% 228
2024
Q3 		$8.13M Sell
61,829
-1,040
-2% -$140K 0.09% 214
2024
Q2 		$8.88M Sell
62,869
-2,559
-4% -$379K 0.1% 177
2024
Q1 		$10.7M Sell
65,428
-3,254
-5% -$469K 0.12% 161
2023
Q4 		$9.14M Sell
68,682
-4,835
-7% -$578K 0.11% 172
2023
Q3 		$8.83M Sell
73,517
-4,801
-6% -$539K 0.11% 169
2023
Q2 		$7.47M Sell
78,318
-962
-1% -$93.5K 0.09% 208
2023
Q1 		$8.04M Sell
79,280
-8,755
-10% -$890K 0.1% 187
2022
Q4 		$9.16M Sell
88,035
-2,880
-3% -$295K 0.12% 167
2022
Q3 		$7.34M Sell
90,915
-5,669
-6% -$483K 0.1% 190
2022
Q2 		$7.92M Sell
96,584
-2,900
-3% -$268K 0.1% 190
2022
Q1 		$8.59M Buy
99,484
+6,972
+8% +$587K 0.09% 200
2021
Q4 		$6.7M Buy
+92,512
New +$6.99M 0.07% 271

Other funds holding PSX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Yousif Capital Management reduced its Phillips 66 (PSX) stake by 8.6% in Q2 2026, selling an estimated $770K and leaving 47,469 shares worth $8.02M. The position accounts for 0.09% of the portfolio, ranked #195.

Yousif Capital Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.7M in Q1 2024. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Yousif Capital Management held 47,469 shares of Phillips 66 worth $8.02M as of Q2 2026.
  • Yousif Capital Management sold 4,474 Phillips 66 shares in Q2 2026, an estimated $770K.
  • Phillips 66 made up 0.09% of Yousif Capital Management's portfolio in Q2 2026, its #195 holding.
  • Yousif Capital Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Phillips 66 position peaked at $10.7M in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.