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Byrne Asset Management’s Phillips 66 PSX Stock Holding History

Byrne Asset Management’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 		$45.7K Hold
173
– – 0.03% 294
2026
Q2 		$29.2K Hold
173
– – 0.02% 333
2026
Q1 		$31.5K Hold
173
– – 0.02% 311
2025
Q4 		$22.3K Hold
173
– – 0.01% 338
2025
Q3 		$23.5K Hold
173
– – 0.01% 321
2025
Q2 		$20.6K Hold
173
– – 0.01% 330
2025
Q1 		$21.4K Hold
173
– – 0.02% 332
2024
Q4 		$19.7K Hold
173
– – 0.01% 292
2024
Q3 		$22.7K Hold
173
– – 0.02% 280
2024
Q2 		$24.1K Hold
173
– – 0.02% 266
2024
Q1 		$28.3K Hold
173
– – 0.02% 255
2023
Q4 		$23.3K Hold
173
– – 0.02% 267
2023
Q3 		$21K Hold
173
– – 0.02% 265
2023
Q2 		$17K Hold
173
– – 0.01% 349
2023
Q1 		$18K Hold
173
– – 0.01% 328
2022
Q4 		$18K Hold
173
– – 0.01% 329
2022
Q3 		$14K Hold
173
– – 0.01% 333
2022
Q2 		$14K Buy
173
+60
+53% +$5.55K 0.01% 329
2022
Q1 		$10K Hold
113
– – 0.01% 385
2021
Q4 		$8K Buy
+113
New +$8.54K 0.01% 412

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

Byrne Asset Management's PSX Position: Q3 2026 in Review

Byrne Asset Management held its Phillips 66 (PSX) position steady in Q3 2026 at 173 shares worth $45.7K. The position accounts for 0.03% of the portfolio, ranked #294.

Byrne Asset Management first reported a position in PSX in Q4 2021 and has held it in 20 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Byrne Asset Management held 173 shares of Phillips 66 worth $45.7K as of Q3 2026.
  • Byrne Asset Management left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #294 holding.
  • Byrne Asset Management first reported a position in Phillips 66 in Q4 2021 and has held it in 20 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.