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Cadent Capital Advisors’s Phillips 66 PSX Stock Holding History

Cadent Capital Advisors’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 		$555K Buy
2,175
+6
+0.3% +$1.37K 0.12% 115
2026
Q2 		$367K Sell
2,169
-108
-5% -$18.6K 0.08% 141
2026
Q1 		$415K Buy
2,277
+10
+0.4% +$1.57K 0.11% 118
2025
Q4 		$293K Buy
2,267
+10
+0.4% +$1.35K 0.08% 149
2025
Q3 		$307K Buy
2,257
+124
+6% +$15.9K 0.08% 151
2025
Q2 		$254K Sell
2,133
-170
-7% -$19K 0.08% 138
2025
Q1 		$284K Sell
2,303
-69
-3% -$8.5K 0.1% 114
2024
Q4 		$270K Sell
2,372
-489
-17% -$62.2K 0.09% 124
2024
Q3 		$376K Buy
2,861
+415
+17% +$56K 0.12% 103
2024
Q2 		$345K Sell
2,446
-26
-1% -$3.85K 0.14% 91
2024
Q1 		$404K Sell
2,472
-229
-8% -$33K 0.16% 73
2023
Q4 		$360K Buy
2,701
+11
+0.4% +$1.31K 0.18% 68
2023
Q3 		$323K Buy
2,690
+13
+0.5% +$1.46K 0.13% 79
2023
Q2 		$255K Buy
2,677
+389
+17% +$37.8K 0.15% 99
2023
Q1 		$232K Buy
2,288
+92
+4% +$9.35K 0.11% 113
2022
Q4 		$229K Buy
+2,196
New +$225K 0.11% 111

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

Cadent Capital Advisors's PSX Position: Q3 2026 in Review

Cadent Capital Advisors increased its Phillips 66 (PSX) stake by 0.28% in Q3 2026, buying an estimated $1.37K and bringing the position to 2,175 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #115.

Cadent Capital Advisors first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Cadent Capital Advisors held 2,175 shares of Phillips 66 worth $555K as of Q3 2026.
  • Cadent Capital Advisors bought 6 Phillips 66 shares in Q3 2026, an estimated $1.37K.
  • Phillips 66 made up 0.12% of Cadent Capital Advisors's portfolio in Q3 2026, its #115 holding.
  • Cadent Capital Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.