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Cambridge Financial Group (Arizona)’s Phillips 66 PSX Stock Holding History

Cambridge Financial Group (Arizona)’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 		$249K Hold
1,471
– – 0.08% 139
2026
Q2 		$249K Hold
1,471
– – 0.08% 140
2026
Q1 		$268K Buy
+1,471
New +$231K 0.09% 145
2025
Q4 		– Sell
-1,471
Closed -$200K – 176
2025
Q3 		$200K Buy
+1,471
New +$188K 0.06% 164
2024
Q4 		– Sell
-2,300
Closed -$302K – 133
2024
Q3 		$302K Sell
2,300
-1,154
-33% -$156K 0.13% 105
2024
Q2 		$488K Hold
3,454
– – 0.22% 75
2024
Q1 		$564K Hold
3,454
– – 0.27% 69
2023
Q4 		$460K Buy
+3,454
New +$413K 0.24% 72

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

Cambridge Financial Group (Arizona)'s PSX Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Phillips 66 (PSX) position steady in Q3 2026 at 1,471 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #139.

Cambridge Financial Group (Arizona) first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $564K in Q1 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 1,471 shares of Phillips 66 worth $249K as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #139 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
  • Cambridge Financial Group (Arizona)'s Phillips 66 position peaked at $564K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.