Diversified Enterprises
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Diversified Enterprises’s Phillips 66 PSX Stock Holding History

Diversified Enterprises’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 		$717K Buy
2,809
+181
+7% +$41.3K 0.03% 219
2026
Q2 		$444K Buy
2,628
+27
+1% +$4.65K 0.02% 262
2026
Q1 		$474K Buy
2,601
+179
+7% +$28K 0.03% 248
2025
Q4 		$313K Buy
2,422
+307
+15% +$41.3K 0.02% 290
2025
Q3 		$288K Sell
2,115
-46
-2% -$5.89K 0.02% 250
2025
Q2 		$258K Sell
2,161
-85
-4% -$9.5K 0.02% 252
2025
Q1 		$277K Buy
2,246
+333
+17% +$41K 0.02% 243
2024
Q4 		$218K Buy
1,913
+1
+0.1% +$127 0.02% 221
2024
Q3 		$251K Buy
+1,912
New +$258K 0.03% 200

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Diversified Enterprises's PSX Position: Q3 2026 in Review

Diversified Enterprises increased its Phillips 66 (PSX) stake by 6.9% in Q3 2026, buying an estimated $41.3K and bringing the position to 2,809 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #219.

Diversified Enterprises first reported a position in PSX in Q3 2024 and has held it in 9 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Diversified Enterprises held 2,809 shares of Phillips 66 worth $717K as of Q3 2026.
  • Diversified Enterprises bought 181 Phillips 66 shares in Q3 2026, an estimated $41.3K.
  • Phillips 66 made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #219 holding.
  • Diversified Enterprises first reported a position in Phillips 66 in Q3 2024 and has held it in 9 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.