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Financial Management Network’s Phillips 66 PSX Stock Holding History

Financial Management Network’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 		$399K Sell
1,495
-3
-0.2% -$685 0.06% 144
2026
Q2 		$312K Sell
1,498
-20
-1% -$3.44K 0.04% 170
2026
Q1 		$246K Buy
+1,518
New +$238K 0.04% 176
2025
Q4 		– Sell
-1,528
Closed -$203K – 194
2025
Q3 		$203K Buy
+1,528
New +$196K 0.03% 186
2025
Q1 		– Sell
-1,857
Closed -$216K – 162
2024
Q4 		$216K Buy
1,857
+2
+0.1% +$254 0.04% 154
2024
Q3 		$257K Sell
1,855
-366
-16% -$49.4K 0.05% 148
2024
Q2 		$307K Buy
2,221
+28
+1% +$4.14K 0.07% 121
2024
Q1 		$374K Buy
2,193
+1
+0% +$144 0.09% 118
2023
Q4 		$296K Buy
2,192
+2
+0.1% +$239 0.09% 117
2023
Q3 		$242K Buy
+2,190
New +$246K 0.08% 129

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Financial Management Network's PSX Position: Q3 2026 in Review

Financial Management Network reduced its Phillips 66 (PSX) stake by 0.2% in Q3 2026, selling an estimated $685 and leaving 1,495 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #144.

Financial Management Network first reported a position in PSX in Q3 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Financial Management Network held 1,495 shares of Phillips 66 worth $399K as of Q3 2026.
  • Financial Management Network sold 3 Phillips 66 shares in Q3 2026, an estimated $685.
  • Phillips 66 made up 0.06% of Financial Management Network's portfolio in Q3 2026, its #144 holding.
  • Financial Management Network first reported a position in Phillips 66 in Q3 2023 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.