Crescent Sterling
PSX icon

Crescent Sterling’s Phillips 66 PSX Stock Holding History

Crescent Sterling’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 		$2.78M Sell
10,908
-671
-6% -$153K 2.29% 12
2026
Q2 		$1.96M Sell
11,579
-310
-3% -$53.4K 1.75% 17
2026
Q1 		$2.17M Sell
11,889
-170
-1% -$26.6K 2.1% 16
2025
Q4 		$1.56M Sell
12,059
-248
-2% -$33.4K 1.6% 19
2025
Q3 		$1.67M Sell
12,307
-634
-5% -$81.2K 1.76% 17
2025
Q2 		$1.54M Sell
12,941
-1,806
-12% -$202K 1.73% 18
2025
Q1 		$1.82M Sell
14,747
-25
-0.2% -$3.08K 1.87% 16
2024
Q4 		$1.68M Sell
14,772
-162
-1% -$20.6K 1.73% 19
2024
Q3 		$1.96M Sell
14,934
-27
-0.2% -$3.65K 1.87% 18
2024
Q2 		$2.11M Sell
14,961
-1,022
-6% -$151K 2.02% 16
2024
Q1 		$2.61M Sell
15,983
-55
-0.3% -$7.93K 2.38% 16
2023
Q4 		$2.14M Sell
16,038
-696
-4% -$83.2K 2.13% 18
2023
Q3 		$2.01M Sell
16,734
-586
-3% -$65.8K 2.13% 17
2023
Q2 		$1.65M Buy
17,320
+319
+2% +$31K 1.57% 22
2023
Q1 		$1.72M Buy
17,001
+420
+3% +$42.7K 1.67% 19
2022
Q4 		$1.73M Buy
+16,581
New +$1.7M 1.85% 18

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Crescent Sterling's PSX Position: Q3 2026 in Review

Crescent Sterling reduced its Phillips 66 (PSX) stake by 5.8% in Q3 2026, selling an estimated $153K and leaving 10,908 shares worth $2.78M. The position accounts for 2.29% of the portfolio, ranked #12.

Crescent Sterling first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Crescent Sterling held 10,908 shares of Phillips 66 worth $2.78M as of Q3 2026.
  • Crescent Sterling sold 671 Phillips 66 shares in Q3 2026, an estimated $153K.
  • Phillips 66 made up 2.29% of Crescent Sterling's portfolio in Q3 2026, its #12 holding.
  • Crescent Sterling first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Crescent Sterling's 13F filing for Q3 2026, filed 16 Oct 2026.