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Artemis Investment Management’s Phillips 66 PSX Stock Holding History

Artemis Investment Management’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 		$53.7M Buy
210,381
+48,634
+30% +$11.1M 0.47% 82
2026
Q2 		$27.3M Buy
161,747
+121,837
+305% +$21M 0.24% 110
2026
Q1 		$7.27M Buy
+39,910
New +$6.25M 0.08% 149
2023
Q3 		– Sell
-63,812
Closed -$6.08M – 227
2023
Q2 		$6.08M Sell
63,812
-513,667
-89% -$49.9M 0.08% 161
2023
Q1 		$58.4M Buy
577,479
+126,639
+28% +$12.9M 0.72% 49
2022
Q4 		$47.2M Buy
450,840
+4,050
+0.9% +$414K 0.53% 58
2022
Q3 		$36.1M Buy
446,790
+99,376
+29% +$8.47M 0.41% 75
2022
Q2 		$28.6M Buy
347,414
+66,934
+24% +$6.19M 0.29% 108
2022
Q1 		$24.2M Buy
+280,480
New +$23.6M 0.19% 137
2020
Q1 		– Sell
-85,553
Closed -$9.52M – 252
2019
Q4 		$9.52M Sell
85,553
-3,447
-4% -$387K 0.12% 165
2019
Q3 		$9.09M Buy
+89,000
New +$8.92M 0.12% 178

Other funds holding PSX

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Artemis Investment Management's PSX Position: Q3 2026 in Review

Artemis Investment Management increased its Phillips 66 (PSX) stake by 30% in Q3 2026, buying an estimated $11.1M and bringing the position to 210,381 shares worth $53.7M. The position accounts for 0.47% of the portfolio, ranked #82.

Artemis Investment Management first reported a position in PSX in Q3 2019 and has held it in 11 quarters since. The position peaked at $58.4M in Q1 2023. 98 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Artemis Investment Management held 210,381 shares of Phillips 66 worth $53.7M as of Q3 2026.
  • Artemis Investment Management bought 48,634 Phillips 66 shares in Q3 2026, an estimated $11.1M.
  • Phillips 66 made up 0.47% of Artemis Investment Management's portfolio in Q3 2026, its #82 holding.
  • Artemis Investment Management first reported a position in Phillips 66 in Q3 2019 and has held it in 11 quarters since.
  • Artemis Investment Management's Phillips 66 position peaked at $58.4M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.