Seven Hills Financial, LLC’s Phillips 66 PSX Stock Holding History

Seven Hills Financial, LLC’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 Q3	$305K	Buy	+1,194	New	+$273K	0.18%	73

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Seven Hills Financial, LLC's PSX Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 1,194 shares worth $305K. The stake represents 0.18% of the portfolio and ranks #73 among its holdings.

185 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Seven Hills Financial, LLC held 1,194 shares of Phillips 66 worth $305K as of Q3 2026.
Phillips 66 was a new Seven Hills Financial, LLC position in Q3 2026.
Phillips 66 made up 0.18% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #73 holding.
185 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.