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Baring Financial’s Phillips 66 PSX Stock Holding History

Baring Financial’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 		$1.28M Buy
5,030
+3
+0.1% +$685 0.69% 38
2026
Q2 		$850K Sell
5,027
-185
-4% -$31.8K 0.47% 41
2026
Q1 		$950K Buy
5,212
+45
+0.9% +$7.05K 0.58% 40
2025
Q4 		$667K Sell
5,167
-17
-0.3% -$2.29K 0.41% 44
2025
Q3 		$705K Sell
5,184
-100
-2% -$12.8K 0.48% 42
2025
Q2 		$630K Sell
5,284
-50
-0.9% -$5.6K 0.47% 43
2025
Q1 		$659K Sell
5,334
-234
-4% -$28.8K 0.55% 39
2024
Q4 		$634K Buy
+5,568
New +$708K 0.57% 44

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Baring Financial's PSX Position: Q3 2026 in Review

Baring Financial increased its Phillips 66 (PSX) stake by 0.06% in Q3 2026, buying an estimated $685 and bringing the position to 5,030 shares worth $1.28M. The position accounts for 0.69% of the portfolio, ranked #38.

Baring Financial first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Baring Financial held 5,030 shares of Phillips 66 worth $1.28M as of Q3 2026.
  • Baring Financial bought 3 Phillips 66 shares in Q3 2026, an estimated $685.
  • Phillips 66 made up 0.69% of Baring Financial's portfolio in Q3 2026, its #38 holding.
  • Baring Financial first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.