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Burkett Financial Services’s Phillips 66 PSX Stock Holding History

Burkett Financial Services’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 		$39.7K Buy
155
+1
+0.6% +$228 0.01% 178
2026
Q2 		$26.1K Buy
154
+1
+0.7% +$172 0.01% 133
2026
Q1 		$28K Buy
153
+1
+0.7% +$157 0.01% 129
2025
Q4 		$19.7K Buy
152
+1
+0.7% +$135 0.01% 141
2025
Q3 		$20.6K Buy
151
+1
+0.7% +$128 0.01% 137
2025
Q2 		$17.9K Buy
150
+2
+1% +$224 0.01% 132
2025
Q1 		$18.3K Buy
148
+1
+0.7% +$123 0.01% 140
2024
Q4 		$16.7K Buy
147
+1
+0.7% +$127 0.01% 127
2024
Q3 		$19.2K Buy
146
+26
+22% +$3.51K 0.01% 116
2024
Q2 		$16.9K Buy
120
+1
+0.8% +$148 0.01% 118
2024
Q1 		$19.4K Buy
119
+1
+0.8% +$144 0.01% 121
2023
Q4 		$15.7K Buy
+118
New +$14.1K 0.01% 123

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Burkett Financial Services's PSX Position: Q3 2026 in Review

Burkett Financial Services increased its Phillips 66 (PSX) stake by 0.65% in Q3 2026, buying an estimated $228 and bringing the position to 155 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #178.

Burkett Financial Services first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Burkett Financial Services held 155 shares of Phillips 66 worth $39.7K as of Q3 2026.
  • Burkett Financial Services bought 1 Phillips 66 share in Q3 2026, an estimated $228.
  • Phillips 66 made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #178 holding.
  • Burkett Financial Services first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.