Abner Herrman & Brock
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Abner Herrman & Brock’s Phillips 66 PSX Stock Holding History

Abner Herrman & Brock’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 		$1.02M Hold
4,000
– – 0.1% 52
2026
Q2 		$676K Hold
4,000
– – 0.06% 60
2026
Q1 		$729K Hold
4,000
– – 0.08% 56
2025
Q4 		$516K Hold
4,000
– – 0.05% 73
2025
Q3 		$544K Buy
+4,000
New +$512K 0.06% 73

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 35.64% 1-Year Est. Return

Abner Herrman & Brock's PSX Position: Q3 2026 in Review

Abner Herrman & Brock held its Phillips 66 (PSX) position steady in Q3 2026 at 4,000 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #52.

Abner Herrman & Brock first reported a position in PSX in Q3 2025 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Abner Herrman & Brock held 4,000 shares of Phillips 66 worth $1.02M as of Q3 2026.
  • Abner Herrman & Brock left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.1% of Abner Herrman & Brock's portfolio in Q3 2026, its #52 holding.
  • Abner Herrman & Brock first reported a position in Phillips 66 in Q3 2025 and has held it in 5 quarters since.
  • 667 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.