Defender Capital’s Phillips 66 PSX Stock Holding History

Defender Capital’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	$520K	Hold	2,036	–	–	0.16%	27
2026 Q2	$344K	Hold	2,036	–	–	0.11%	31
2026 Q1	$371K	Hold	2,036	–	–	0.13%	26
2025 Q4	$263K	Buy	+2,036	New	+$274K	0.09%	32
2025 Q3	–	Sell	-2,036	Closed	-$243K	–	29
2025 Q2	$243K	Hold	2,036	–	–	0.08%	34
2025 Q1	$252K	Sell	2,036 -40	-2%	-$4.93K	0.1%	31
2024 Q4	$237K	Hold	2,076	–	–	0.09%	34
2024 Q3	$273K	Buy	2,076 +3	+0.1%	+$405	0.09%	29
2024 Q2	$293K	Hold	2,073	–	–	0.1%	29
2024 Q1	$339K	Buy	2,073 +37	+2%	+$5.33K	0.12%	25
2023 Q4	$271K	Hold	2,036	–	–	0.1%	30
2023 Q3	$245K	Buy	+2,036	New	+$229K	0.09%	33
2023 Q2	–	Sell	-2,036	Closed	-$206K	–	41
2023 Q1	$206K	Hold	2,036	–	–	0.07%	37
2022 Q4	$212K	Buy	+2,036	New	+$208K	0.09%	30

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

Defender Capital's PSX Position: Q3 2026 in Review

Defender Capital held its Phillips 66 (PSX) position steady in Q3 2026 at 2,036 shares worth $520K. The position accounts for 0.16% of the portfolio, ranked #27.

Defender Capital first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Defender Capital held 2,036 shares of Phillips 66 worth $520K as of Q3 2026.
Defender Capital left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.16% of Defender Capital's portfolio in Q3 2026, its #27 holding.
Defender Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Defender Capital's 13F filing for Q3 2026, filed 1 Oct 2026.