Aspect Partners’s Phillips 66 PSX Stock Holding History

Aspect Partners’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	$3.06K	Buy	12 +2	+20%	+$457	﹤0.01%	476
2026 Q2	$1.69K	Hold	10	–	–	﹤0.01%	524
2026 Q1	$1.82K	Hold	10	–	–	﹤0.01%	505
2025 Q4	$1.29K	Hold	10	–	–	﹤0.01%	615
2025 Q3	$1.36K	Hold	10	–	–	﹤0.01%	633
2025 Q2	$1.19K	Hold	10	–	–	﹤0.01%	510
2025 Q1	$1.24K	Hold	10	–	–	﹤0.01%	485
2024 Q4	$1.14K	Hold	10	–	–	﹤0.01%	520
2024 Q3	$1.32K	Hold	10	–	–	﹤0.01%	476
2024 Q2	$1.41K	Hold	10	–	–	﹤0.01%	482
2024 Q1	$1.63K	Hold	10	–	–	﹤0.01%	462
2023 Q4	$1.33K	Buy	+10	New	+$1.2K	﹤0.01%	456

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's PSX Position: Q3 2026 in Review

Aspect Partners increased its Phillips 66 (PSX) stake by 20% in Q3 2026, buying an estimated $457 and bringing the position to 12 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Aspect Partners first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Aspect Partners held 12 shares of Phillips 66 worth $3.06K as of Q3 2026.
Aspect Partners bought 2 Phillips 66 shares in Q3 2026, an estimated $457.
Phillips 66 made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #476 holding.
Aspect Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.