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Davis Capital Management’s Phillips 66 PSX Stock Holding History

Davis Capital Management’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 		$3.32K Buy
13
+3
+30% +$685 ﹤0.01% 336
2026
Q2 		$1.69K Buy
10
+7
+233% +$1.21K ﹤0.01% 413
2026
Q1 		$547 Hold
3
– – ﹤0.01% 403
2025
Q4 		$387 Hold
3
– – ﹤0.01% 455
2025
Q3 		$408 Buy
+3
New +$384 ﹤0.01% 432

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

Davis Capital Management's PSX Position: Q3 2026 in Review

Davis Capital Management increased its Phillips 66 (PSX) stake by 30% in Q3 2026, buying an estimated $685 and bringing the position to 13 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Davis Capital Management first reported a position in PSX in Q3 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Davis Capital Management held 13 shares of Phillips 66 worth $3.32K as of Q3 2026.
  • Davis Capital Management bought 3 Phillips 66 shares in Q3 2026, an estimated $685.
  • Phillips 66 made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #336 holding.
  • Davis Capital Management first reported a position in Phillips 66 in Q3 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.