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Fermata Advisors’s Phillips 66 PSX Stock Holding History

Fermata 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
Q2 		$222K Buy
+1,312
New +$226K 0.04% 246
2024
Q1 		– Sell
-1,755
Closed -$234K – 229
2023
Q4 		$234K Sell
1,755
-641
-27% -$76.6K 0.06% 154
2023
Q3 		$288K Buy
+2,396
New +$269K 0.08% 125

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Fermata Advisors's PSX Position: Q2 2026 in Review

Fermata Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 1,312 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in PSX as recently as Q4 2023.

Fermata Advisors first reported a position in PSX in Q3 2023 and has held it in 3 quarters since. The position peaked at $288K in Q3 2023. 325 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fermata Advisors held 1,312 shares of Phillips 66 worth $222K as of Q2 2026.
  • Phillips 66 was a new Fermata Advisors position in Q2 2026.
  • Phillips 66 made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #246 holding.
  • Fermata Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 3 quarters since.
  • Fermata Advisors's Phillips 66 position peaked at $288K in Q3 2023.
  • 325 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.