Ares Financial Consulting
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Ares Financial Consulting’s Phillips 66 PSX Stock Holding History

Ares Financial Consulting’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 		$39.1K Sell
153
-4
-3% -$914 0.03% 274
2026
Q2 		$26.5K Buy
157
+20
+15% +$3.44K 0.02% 354
2026
Q1 		$24.1K Buy
137
+110
+407% +$17.2K 0.02% 354
2025
Q4 		$3.48K Buy
+27
New +$3.63K ﹤0.01% 549

Other funds holding PSX

Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ares Financial Consulting's PSX Position: Q3 2026 in Review

Ares Financial Consulting reduced its Phillips 66 (PSX) stake by 2.5% in Q3 2026, selling an estimated $914 and leaving 153 shares worth $39.1K. The position accounts for 0.03% of the portfolio, ranked #274.

Ares Financial Consulting first reported a position in PSX in Q4 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Ares Financial Consulting held 153 shares of Phillips 66 worth $39.1K as of Q3 2026.
  • Ares Financial Consulting sold 4 Phillips 66 shares in Q3 2026, an estimated $914.
  • Phillips 66 made up 0.03% of Ares Financial Consulting's portfolio in Q3 2026, its #274 holding.
  • Ares Financial Consulting first reported a position in Phillips 66 in Q4 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.