Client 1st Advisory Group’s Phillips 66 PSX Stock Holding History

Client 1st Advisory Group’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	$298K	Buy	+1,167	New	+$267K	0.08%	110

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

Client 1st Advisory Group's PSX Position: Q3 2026 in Review

Client 1st Advisory Group opened a new position in Phillips 66 (PSX) in Q3 2026: 1,167 shares worth $298K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Client 1st Advisory Group held 1,167 shares of Phillips 66 worth $298K as of Q3 2026.
Phillips 66 was a new Client 1st Advisory Group position in Q3 2026.
Phillips 66 made up 0.08% of Client 1st Advisory Group's portfolio in Q3 2026, its #110 holding.
593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.