Armstrong Advisory Group
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Armstrong Advisory Group’s Phillips 66 PSX Stock Holding History

Armstrong Advisory Group’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 		$228K Sell
893
-100
-10% -$22.8K 0.01% 228
2026
Q2 		$168K Hold
993
– – 0.01% 275
2026
Q1 		$181K Sell
993
-247
-20% -$38.7K 0.01% 250
2025
Q4 		$160K Sell
1,240
-32
-3% -$4.31K 0.01% 251
2025
Q3 		$173K Sell
1,272
-89
-7% -$11.4K 0.01% 234
2025
Q2 		$162K Sell
1,361
-122
-8% -$13.7K 0.01% 229
2025
Q1 		$169K Hold
1,483
– – 0.01% 211
2024
Q4 		$169K Buy
1,483
+180
+14% +$22.9K 0.01% 211
2024
Q3 		$171K Buy
1,303
+123
+10% +$16.6K 0.01% 203
2024
Q2 		$167K Buy
1,180
+148
+14% +$21.9K 0.01% 202
2024
Q1 		$137K Hold
1,032
– – 0.01% 214
2023
Q4 		$137K Hold
1,032
– – 0.01% 214
2023
Q3 		$124K Hold
1,032
– – 0.01% 207
2023
Q2 		$98.4K Hold
1,032
– – 0.01% 238
2023
Q1 		$105K Sell
1,032
-62
-6% -$6.3K 0.01% 236
2022
Q4 		$114K Buy
+1,094
New +$112K 0.02% 221

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Armstrong Advisory Group's PSX Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Phillips 66 (PSX) stake by 10% in Q3 2026, selling an estimated $22.8K and leaving 893 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #228.

Armstrong Advisory Group first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Armstrong Advisory Group held 893 shares of Phillips 66 worth $228K as of Q3 2026.
  • Armstrong Advisory Group sold 100 Phillips 66 shares in Q3 2026, an estimated $22.8K.
  • Phillips 66 made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #228 holding.
  • Armstrong Advisory Group first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.