Fermata Advisors
PSX icon

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
Q3 		$389K Buy
1,525
+213
+16% +$48.7K 0.08% 179
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

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Fermata Advisors's PSX Position: Q3 2026 in Review

Fermata Advisors increased its Phillips 66 (PSX) stake by 16% in Q3 2026, buying an estimated $48.7K and bringing the position to 1,525 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #179.

Fermata Advisors first reported a position in PSX in Q3 2023 and has held it in 4 quarters since. 593 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Fermata Advisors held 1,525 shares of Phillips 66 worth $389K as of Q3 2026.
  • Fermata Advisors bought 213 Phillips 66 shares in Q3 2026, an estimated $48.7K.
  • Phillips 66 made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #179 holding.
  • Fermata Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 4 quarters since.
  • 593 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.