Chapin Davis
PSX icon

Chapin Davis’s Phillips 66 PSX Stock Holding History

Chapin Davis’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 		$261K Buy
+1,021
New +$233K 0.05% 205
2024
Q2 		– Sell
-1,405
Closed -$229K – 245
2024
Q1 		$229K Sell
1,405
-135
-9% -$19.5K 0.08% 195
2023
Q4 		$205K Buy
+1,540
New +$184K 0.09% 198

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Chapin Davis's PSX Position: Q3 2026 in Review

Chapin Davis opened a new position in Phillips 66 (PSX) in Q3 2026: 1,021 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings. This is a return to the name: Chapin Davis previously reported a position in PSX as recently as Q1 2024.

Chapin Davis first reported a position in PSX in Q4 2023 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Chapin Davis held 1,021 shares of Phillips 66 worth $261K as of Q3 2026.
  • Phillips 66 was a new Chapin Davis position in Q3 2026.
  • Phillips 66 made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #205 holding.
  • Chapin Davis first reported a position in Phillips 66 in Q4 2023 and has held it in 3 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.