BRIA Capital Group, LLC’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$967K Buy
3,788
+55
+1% +$12.6K 0.66% 42
2026
Q2
$631K Buy
+3,733
New +$643K 0.47% 48

Other funds holding PSX

BRIA Capital Group, LLC's PSX Position: Q3 2026 in Review

BRIA Capital Group, LLC increased its Phillips 66 (PSX) stake by 1.5% in Q3 2026, buying an estimated $12.6K and bringing the position to 3,788 shares worth $967K. The position accounts for 0.66% of the portfolio, ranked #42.

BRIA Capital Group, LLC first reported a position in PSX in Q2 2026 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • BRIA Capital Group, LLC held 3,788 shares of Phillips 66 worth $967K as of Q3 2026.
  • BRIA Capital Group, LLC bought 55 Phillips 66 shares in Q3 2026, an estimated $12.6K.
  • Phillips 66 made up 0.66% of BRIA Capital Group, LLC's portfolio in Q3 2026, its #42 holding.
  • BRIA Capital Group, LLC first reported a position in Phillips 66 in Q2 2026 and has held it in 2 quarters since.
  • 822 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on BRIA Capital Group, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.