Cedar Mountain Advisors’s Phillips 66 PSX Stock Holding History

Cedar Mountain 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	$24K	Hold	94	–	–	﹤0.01%	271
2026 Q2	$15.9K	Hold	94	–	–	﹤0.01%	397
2026 Q1	$17.1K	Buy	94 +52	+124%	+$8.15K	﹤0.01%	335
2025 Q4	$5.42K	Hold	42	–	–	﹤0.01%	308
2025 Q3	$5.71K	Hold	42	–	–	﹤0.01%	320
2025 Q2	$5.01K	Hold	42	–	–	﹤0.01%	268
2025 Q1	$5.19K	Hold	42	–	–	﹤0.01%	249
2024 Q4	$4.78K	Hold	42	–	–	﹤0.01%	262
2024 Q3	$5.52K	Hold	42	–	–	﹤0.01%	241
2024 Q2	$5.93K	Hold	42	–	–	﹤0.01%	218
2024 Q1	$6.86K	Hold	42	–	–	﹤0.01%	209
2023 Q4	$5.59K	Hold	42	–	–	﹤0.01%	213
2023 Q3	$5.05K	Hold	42	–	–	﹤0.01%	213
2023 Q2	$4.01K	Hold	42	–	–	﹤0.01%	221
2023 Q1	$4.26K	Hold	42	–	–	﹤0.01%	217
2022 Q4	$4.37K	Hold	42	–	–	﹤0.01%	218
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	241
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	249
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	252
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	262
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	254
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	227
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	240
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	234
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	220
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	205
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	198
2019 Q4	$5K	Buy	+42	New	+$4.72K	﹤0.01%	176

Other funds holding PSX

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Cedar Mountain Advisors's PSX Position: Q3 2026 in Review

Cedar Mountain Advisors held its Phillips 66 (PSX) position steady in Q3 2026 at 94 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Cedar Mountain Advisors first reported a position in PSX in Q4 2019 and has held it in 28 quarters since. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Cedar Mountain Advisors held 94 shares of Phillips 66 worth $24K as of Q3 2026.
Cedar Mountain Advisors left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #271 holding.
Cedar Mountain Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 28 quarters since.
593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.