Advisors Preferred
PSX icon

Advisors Preferred’s Phillips 66 PSX Stock Holding History

Advisors Preferred’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 		$3.2M Buy
+12,088
New +$2.76M 0.35% 56
2019
Q3 		– Sell
-261
Closed -$25K – 284
2019
Q2 		$25K Buy
+261
New +$23.4K 0.01% 188

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Advisors Preferred's PSX Position: Q3 2026 in Review

Advisors Preferred opened a new position in Phillips 66 (PSX) in Q3 2026: 12,088 shares worth $3.2M. The stake represents 0.35% of the portfolio and ranks #56 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in PSX as recently as Q2 2019.

Advisors Preferred first reported a position in PSX in Q2 2019 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Advisors Preferred held 12,088 shares of Phillips 66 worth $3.2M as of Q3 2026.
  • Phillips 66 was a new Advisors Preferred position in Q3 2026.
  • Phillips 66 made up 0.35% of Advisors Preferred's portfolio in Q3 2026, its #56 holding.
  • Advisors Preferred first reported a position in Phillips 66 in Q2 2019 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.