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Acropolis Investment Management’s Phillips 66 PSX Stock Holding History

Acropolis Investment 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
Q3 		$352K Sell
1,379
-37
-3% -$8.45K 0.01% 220
2026
Q2 		$239K Buy
1,416
+37
+3% +$6.37K 0.01% 268
2026
Q1 		$251K Sell
1,379
-625
-31% -$97.9K 0.01% 253
2025
Q4 		$259K Sell
2,004
-456
-19% -$61.4K 0.01% 251
2025
Q3 		$293K Buy
2,460
+474
+24% +$60.7K 0.01% 224
2025
Q2 		$237K Sell
1,986
-52
-3% -$5.83K 0.01% 222
2025
Q1 		$252K Sell
2,038
-112
-5% -$13.8K 0.01% 206
2024
Q4 		$245K Sell
2,150
-128
-6% -$16.3K 0.01% 218
2024
Q3 		$299K Hold
2,278
– – 0.02% 186
2024
Q2 		$322K Buy
2,278
+4
+0.2% +$592 0.02% 178
2024
Q1 		$371K Buy
2,274
+125
+6% +$18K 0.02% 168
2023
Q4 		$286K Sell
2,149
-146
-6% -$17.5K 0.02% 185
2023
Q3 		$276K Sell
2,295
-130
-5% -$14.6K 0.02% 186
2023
Q2 		$231K Sell
2,425
-2,002
-45% -$195K 0.02% 188
2023
Q1 		$449K Sell
4,427
-77
-2% -$7.83K 0.04% 146
2022
Q4 		$469K Buy
4,504
+11
+0.2% +$1.13K 0.04% 133
2022
Q3 		$363K Sell
4,493
-4
-0.1% -$341 0.04% 146
2022
Q2 		$369K Buy
4,497
+239
+6% +$22.1K 0.04% 149
2022
Q1 		$368K Buy
4,258
+408
+11% +$34.3K 0.03% 141
2021
Q4 		$279K Sell
3,850
-170
-4% -$12.8K 0.03% 161
2021
Q3 		$275K Sell
4,020
-224
-5% -$16.2K 0.03% 152
2021
Q2 		$364K Sell
4,244
-555
-12% -$46.8K 0.04% 143
2021
Q1 		$391K Sell
4,799
-1,537
-24% -$121K 0.04% 135
2020
Q4 		$443K Sell
6,336
-2,932
-32% -$172K 0.05% 117
2020
Q3 		$480K Buy
9,268
+279
+3% +$17K 0.06% 105
2020
Q2 		$646K Buy
8,989
+870
+11% +$61.6K 0.09% 90
2020
Q1 		$436K Buy
8,119
+3,026
+59% +$246K 0.07% 97
2019
Q4 		$567K Buy
5,093
+148
+3% +$16.6K 0.08% 95
2019
Q3 		$506K Buy
4,945
+398
+9% +$39.9K 0.07% 96
2019
Q2 		$425K Sell
4,547
-115
-2% -$10.3K 0.06% 95
2019
Q1 		$444K Buy
4,662
+1,045
+29% +$99.3K 0.07% 93
2018
Q4 		$312K Buy
3,617
+1,510
+72% +$148K 0.05% 104
2018
Q3 		$238K Buy
2,107
+1,160
+122% +$134K 0.04% 111
2018
Q2 		$106K Buy
+947
New +$106K 0.02% 141

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Acropolis Investment Management's PSX Position: Q3 2026 in Review

Acropolis Investment Management reduced its Phillips 66 (PSX) stake by 2.6% in Q3 2026, selling an estimated $8.45K and leaving 1,379 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #220.

Acropolis Investment Management first reported a position in PSX in Q2 2018 and has held it in 34 quarters since. The position peaked at $646K in Q2 2020. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Acropolis Investment Management held 1,379 shares of Phillips 66 worth $352K as of Q3 2026.
  • Acropolis Investment Management sold 37 Phillips 66 shares in Q3 2026, an estimated $8.45K.
  • Phillips 66 made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #220 holding.
  • Acropolis Investment Management first reported a position in Phillips 66 in Q2 2018 and has held it in 34 quarters since.
  • Acropolis Investment Management's Phillips 66 position peaked at $646K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.