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Elevation Wealth Partners’s Phillips 66 PSX Stock Holding History

Elevation Wealth Partners’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 		$18.6K Buy
73
+2
+3% +$457 0.01% 707
2026
Q2 		$12K Buy
71
+35
+97% +$6.03K ﹤0.01% 752
2026
Q1 		$6.56K Buy
36
+11
+44% +$1.72K ﹤0.01% 625
2025
Q4 		$3.23K Buy
25
+4
+19% +$538 ﹤0.01% 714
2025
Q3 		$2.86K Buy
+21
New +$2.69K ﹤0.01% 585

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

Elevation Wealth Partners's PSX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Phillips 66 (PSX) stake by 2.8% in Q3 2026, buying an estimated $457 and bringing the position to 73 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #707.

Elevation Wealth Partners 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.

  • Elevation Wealth Partners held 73 shares of Phillips 66 worth $18.6K as of Q3 2026.
  • Elevation Wealth Partners bought 2 Phillips 66 shares in Q3 2026, an estimated $457.
  • Phillips 66 made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #707 holding.
  • Elevation Wealth Partners 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 Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.