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Elm3 Financial Group’s Phillips 66 PSX Stock Holding History

Elm3 Financial Group’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 		$530K Buy
+2,075
New +$474K 0.35% 74
2025
Q4 		– Sell
-1,574
Closed -$214K – 122
2025
Q3 		$214K Sell
1,574
-741
-32% -$94.9K 0.18% 106
2025
Q2 		$276K Sell
2,315
-881
-28% -$98.7K 0.23% 94
2025
Q1 		$395K Sell
3,196
-1,685
-35% -$208K 0.35% 65
2024
Q4 		$556K Buy
+4,881
New +$621K 0.47% 47

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

Elm3 Financial Group's PSX Position: Q3 2026 in Review

Elm3 Financial Group opened a new position in Phillips 66 (PSX) in Q3 2026: 2,075 shares worth $530K. The stake represents 0.35% of the portfolio and ranks #74 among its holdings. This is a return to the name: Elm3 Financial Group previously reported a position in PSX as recently as Q3 2025.

Elm3 Financial Group first reported a position in PSX in Q4 2024 and has held it in 5 quarters since. The position peaked at $556K in Q4 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Elm3 Financial Group held 2,075 shares of Phillips 66 worth $530K as of Q3 2026.
  • Phillips 66 was a new Elm3 Financial Group position in Q3 2026.
  • Phillips 66 made up 0.35% of Elm3 Financial Group's portfolio in Q3 2026, its #74 holding.
  • Elm3 Financial Group first reported a position in Phillips 66 in Q4 2024 and has held it in 5 quarters since.
  • Elm3 Financial Group's Phillips 66 position peaked at $556K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.