Birchbrook
PSX icon

Birchbrook’s Phillips 66 PSX Stock Holding History

Birchbrook’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 		$239K Hold
935
– – 0.11% 77
2026
Q2 		$158K Sell
935
-1
-0.1% -$172 0.07% 91
2026
Q1 		$171K Hold
936
– – 0.08% 87
2025
Q4 		$121K Hold
936
– – 0.06% 94
2025
Q3 		$127K Hold
936
– – 0.07% 92
2025
Q2 		$112K Buy
+936
New +$105K 0.06% 99

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

Birchbrook's PSX Position: Q3 2026 in Review

Birchbrook held its Phillips 66 (PSX) position steady in Q3 2026 at 935 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #77.

Birchbrook first reported a position in PSX in Q2 2025 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Birchbrook held 935 shares of Phillips 66 worth $239K as of Q3 2026.
  • Birchbrook left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.11% of Birchbrook's portfolio in Q3 2026, its #77 holding.
  • Birchbrook first reported a position in Phillips 66 in Q2 2025 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.