Alerus Financial
PSX icon

Alerus Financial’s Phillips 66 PSX Stock Holding History

Alerus Financial’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 		$1.28K Hold
5
– – ﹤0.01% 483
2026
Q2 		$845 Hold
5
– – ﹤0.01% 478
2026
Q1 		$911 Hold
5
– – ﹤0.01% 473
2025
Q4 		$645 Hold
5
– – ﹤0.01% 485
2025
Q3 		$680 Sell
5
-207
-98% -$26.5K ﹤0.01% 509
2025
Q2 		$25.3K Buy
+212
New +$23.8K ﹤0.01% 288

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Alerus Financial's PSX Position: Q3 2026 in Review

Alerus Financial held its Phillips 66 (PSX) position steady in Q3 2026 at 5 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Alerus Financial first reported a position in PSX in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.3K in Q2 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Alerus Financial held 5 shares of Phillips 66 worth $1.28K as of Q3 2026.
  • Alerus Financial left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #483 holding.
  • Alerus Financial first reported a position in Phillips 66 in Q2 2025 and has held it in 6 quarters since.
  • Alerus Financial's Phillips 66 position peaked at $25.3K in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.