Apella Capital
PSX icon

Apella Capital’s Phillips 66 PSX Stock Holding History

Apella Capital’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 		$1.27M Buy
4,668
+1,012
+28% +$231K 0.02% 364
2026
Q2 		$654K Buy
3,656
+127
+4% +$21.9K 0.01% 426
2026
Q1 		$552K Buy
3,529
+274
+8% +$42.9K 0.01% 449
2025
Q4 		$420K Buy
3,255
+292
+10% +$39.3K 0.01% 391
2025
Q3 		$380K Buy
2,963
+948
+47% +$121K 0.01% 364
2025
Q2 		$255K Buy
2,015
+31
+2% +$3.47K 0.01% 378
2025
Q1 		$205K Buy
+1,984
New +$245K 0.01% 373

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Apella Capital's PSX Position: Q3 2026 in Review

Apella Capital increased its Phillips 66 (PSX) stake by 28% in Q3 2026, buying an estimated $231K and bringing the position to 4,668 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #364.

Apella Capital first reported a position in PSX in Q1 2025 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Apella Capital held 4,668 shares of Phillips 66 worth $1.27M as of Q3 2026.
  • Apella Capital bought 1,012 Phillips 66 shares in Q3 2026, an estimated $231K.
  • Phillips 66 made up 0.02% of Apella Capital's portfolio in Q3 2026, its #364 holding.
  • Apella Capital first reported a position in Phillips 66 in Q1 2025 and has held it in 7 quarters since.
  • 928 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.