Exeter Financial
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Exeter Financial’s Phillips 66 PSX Stock Holding History

Exeter Financial’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 		$2.81M Sell
10,990
-3,095
-22% -$707K 1.06% 33
2026
Q2 		$2.38M Sell
14,085
-490
-3% -$84.3K 0.91% 41
2026
Q1 		$2.66M Sell
14,575
-150
-1% -$23.5K 1.08% 36
2025
Q4 		$1.9M Hold
14,725
– – 0.81% 41
2025
Q3 		$2M Hold
14,725
– – 0.87% 41
2025
Q2 		$1.76M Buy
14,725
+1,785
+14% +$200K 0.78% 49
2025
Q1 		$1.6M Buy
12,940
+210
+2% +$25.9K 0.72% 49
2024
Q4 		$1.45M Buy
12,730
+1,675
+15% +$213K 0.66% 49
2024
Q3 		$1.45M Hold
11,055
– – 0.64% 50
2024
Q2 		$1.56M Sell
11,055
-20
-0.2% -$2.96K 0.74% 45
2024
Q1 		$1.89M Sell
11,075
-575
-5% -$82.9K 0.87% 44
2023
Q4 		$1.55M Sell
11,650
-875
-7% -$105K 0.75% 48
2023
Q3 		$1.5M Hold
12,525
– – 0.8% 46
2023
Q2 		$1.27M Hold
12,525
– – 0.66% 49
2023
Q1 		$1.31M Hold
12,525
– – 0.66% 54
2022
Q4 		$1.3M Hold
12,525
– – 0.68% 55
2022
Q3 		$1.01M Buy
12,525
+700
+6% +$59.7K 0.59% 57
2022
Q2 		$970K Buy
11,825
+175
+2% +$16.2K 0.54% 59
2022
Q1 		$1.01M Buy
11,650
+150
+1% +$12.6K 0.55% 58
2021
Q4 		$964K Sell
11,500
-300
-3% -$22.7K 0.53% 58
2021
Q3 		$826K Hold
11,800
– – 0.49% 59
2021
Q2 		$1.04M Hold
11,800
– – 0.6% 58
2021
Q1 		$962K Buy
11,800
+350
+3% +$27.5K 0.61% 54
2020
Q4 		$801K Hold
11,450
– – 0.56% 55
2020
Q3 		$594K Buy
11,450
+3,950
+53% +$241K 0.46% 57
2020
Q2 		$539K Sell
7,500
-1,165
-13% -$82.5K 0.45% 57
2020
Q1 		$465K Buy
+8,665
New +$705K 0.44% 57

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

Exeter Financial's PSX Position: Q3 2026 in Review

Exeter Financial reduced its Phillips 66 (PSX) stake by 22% in Q3 2026, selling an estimated $707K and leaving 10,990 shares worth $2.81M. The position accounts for 1.06% of the portfolio, ranked #33.

Exeter Financial first reported a position in PSX in Q1 2020 and has held it in 27 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Exeter Financial held 10,990 shares of Phillips 66 worth $2.81M as of Q3 2026.
  • Exeter Financial sold 3,095 Phillips 66 shares in Q3 2026, an estimated $707K.
  • Phillips 66 made up 1.06% of Exeter Financial's portfolio in Q3 2026, its #33 holding.
  • Exeter Financial first reported a position in Phillips 66 in Q1 2020 and has held it in 27 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.