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Farther Finance Advisors’s Phillips 66 PSX Stock Holding History

Farther Finance Advisors’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 		$9.34M Buy
36,575
+2,876
+9% +$657K 0.07% 270
2026
Q2 		$5.7M Buy
33,699
+5,016
+17% +$863K 0.04% 367
2026
Q1 		$5.04M Sell
28,683
-2,278
-7% -$357K 0.05% 341
2025
Q4 		$4M Buy
30,961
+11,214
+57% +$1.51M 0.04% 367
2025
Q3 		$2.69M Buy
19,747
+5,201
+36% +$666K 0.04% 353
2025
Q2 		$1.74M Buy
14,546
+988
+7% +$111K 0.03% 415
2025
Q1 		$1.69M Buy
13,558
+5,372
+66% +$662K 0.04% 349
2024
Q4 		$933K Buy
8,186
+229
+3% +$29.1K 0.03% 386
2024
Q3 		$1.05M Buy
7,957
+354
+5% +$47.8K 0.04% 337
2024
Q2 		$1.07M Buy
7,603
+965
+15% +$143K 0.05% 290
2024
Q1 		$1.08M Buy
6,638
+925
+16% +$133K 0.07% 238
2023
Q4 		$761K Buy
5,713
+1,241
+28% +$148K 0.05% 271
2023
Q3 		$537K Buy
4,472
+90
+2% +$10.1K 0.08% 198
2023
Q2 		$418K Buy
4,382
+669
+18% +$65K 0.09% 184
2023
Q1 		$376K Buy
3,713
+1,865
+101% +$190K 0.11% 171
2022
Q4 		$192K Buy
+1,848
New +$189K 0.07% 227

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
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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's PSX Position: Q3 2026 in Review

Farther Finance Advisors increased its Phillips 66 (PSX) stake by 8.5% in Q3 2026, buying an estimated $657K and bringing the position to 36,575 shares worth $9.34M. The position accounts for 0.07% of the portfolio, ranked #270.

Farther Finance Advisors first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Farther Finance Advisors held 36,575 shares of Phillips 66 worth $9.34M as of Q3 2026.
  • Farther Finance Advisors bought 2,876 Phillips 66 shares in Q3 2026, an estimated $657K.
  • Phillips 66 made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #270 holding.
  • Farther Finance Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.