Barlow Wealth Partners
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Barlow Wealth Partners’s Phillips 66 PSX Stock Holding History

Barlow Wealth 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 		$295K Hold
1,092
– – 0.03% 117
2026
Q2 		$205K Buy
+1,092
New +$188K 0.02% 147

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Barlow Wealth Partners's PSX Position: Q3 2026 in Review

Barlow Wealth Partners held its Phillips 66 (PSX) position steady in Q3 2026 at 1,092 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #117.

Barlow Wealth Partners first reported a position in PSX in Q2 2026 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Barlow Wealth Partners held 1,092 shares of Phillips 66 worth $295K as of Q3 2026.
  • Barlow Wealth Partners left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #117 holding.
  • Barlow Wealth Partners first reported a position in Phillips 66 in Q2 2026 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.