ABLE Financial Group
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ABLE Financial Group’s Phillips 66 PSX Stock Holding History

ABLE Financial Group’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 		– Sell
-1,186
Closed -$200K – 235
2026
Q2 		$200K Buy
+1,186
New +$204K 0.03% 219
2024
Q3 		– Sell
-1,586
Closed -$224K – 190
2024
Q2 		$224K Sell
1,586
-165
-9% -$24.4K 0.08% 160
2024
Q1 		$286K Sell
1,751
-61
-3% -$8.79K 0.11% 126
2023
Q4 		$241K Sell
1,812
-24
-1% -$2.87K 0.1% 135
2023
Q3 		$221K Sell
1,836
-973
-35% -$109K 0.11% 125
2023
Q2 		$268K Sell
2,809
-2,094
-43% -$204K 0.14% 111
2023
Q1 		$497K Buy
+4,903
New +$499K 0.32% 66

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

ABLE Financial Group's PSX Position: Q3 2026 in Review

ABLE Financial Group sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 1,186 shares — an estimated $200K sold.

ABLE Financial Group first reported a position in PSX in Q1 2023 and held it in 7 quarters. The position peaked at $497K in Q1 2023. 608 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • ABLE Financial Group reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
  • ABLE Financial Group sold 1,186 Phillips 66 shares in Q3 2026, an estimated $200K.
  • ABLE Financial Group first reported a position in Phillips 66 in Q1 2023 and held it in 7 quarters.
  • ABLE Financial Group's Phillips 66 position peaked at $497K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.