Fedenia Advisers
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Fedenia Advisers’s Phillips 66 PSX Stock Holding History

Fedenia Advisers’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 		$10.9M Buy
42,826
+42,640
+22,925% +$9.7M 2.57% 7
2026
Q2 		$31.4K Buy
+186
New +$32K 0.01% 265
2025
Q1 		– Sell
-186
Closed -$21.2K – 345
2024
Q4 		$21.2K Buy
+186
New +$23.7K 0.01% 301

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fedenia Advisers's PSX Position: Q3 2026 in Review

Fedenia Advisers increased its Phillips 66 (PSX) stake by 22,925% in Q3 2026, buying an estimated $9.7M and bringing the position to 42,826 shares worth $10.9M. The position accounts for 2.57% of the portfolio, ranked #7.

Fedenia Advisers first reported a position in PSX in Q4 2024 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Fedenia Advisers held 42,826 shares of Phillips 66 worth $10.9M as of Q3 2026.
  • Fedenia Advisers bought 42,640 Phillips 66 shares in Q3 2026, an estimated $9.7M.
  • Phillips 66 made up 2.57% of Fedenia Advisers's portfolio in Q3 2026, its #7 holding.
  • Fedenia Advisers first reported a position in Phillips 66 in Q4 2024 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.