Berman McAleer’s Phillips 66 PSX Stock Holding History

Berman McAleer’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	$231K	Buy	+903	New	+$206K	0.03%	159

Other funds holding PSX

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

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Berman McAleer's PSX Position: Q3 2026 in Review

Berman McAleer opened a new position in Phillips 66 (PSX) in Q3 2026: 903 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

628 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Berman McAleer held 903 shares of Phillips 66 worth $231K as of Q3 2026.
Phillips 66 was a new Berman McAleer position in Q3 2026.
Phillips 66 made up 0.03% of Berman McAleer's portfolio in Q3 2026, its #159 holding.
628 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Berman McAleer's 13F filing for Q3 2026, filed 16 Oct 2026.