Flavin Financial Services’s Phillips 66 PSX Stock Holding History

Flavin Financial Services’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	$2.45M	Sell	9,612 -3,384	-26%	-$773K	1.32%	30
2026 Q2	$2.2M	Sell	12,996 -34	-0.3%	-$5.85K	1.25%	28
2026 Q1	$2.37M	Buy	13,030 +234	+2%	+$36.7K	1.6%	24
2025 Q4	$1.65M	Buy	12,796 +114	+0.9%	+$15.3K	1.13%	32
2025 Q3	$1.73M	Buy	12,682 +2,237	+21%	+$287K	1.23%	31
2025 Q2	$1.25M	Sell	10,445 -832	-7%	-$93.2K	1.21%	33
2025 Q1	$1.39M	Buy	11,277 +832	+8%	+$103K	1.28%	32
2024 Q4	$1.19M	Buy	+10,445	New	+$1.33M	1.13%	36

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Flavin Financial Services's PSX Position: Q3 2026 in Review

Flavin Financial Services reduced its Phillips 66 (PSX) stake by 26% in Q3 2026, selling an estimated $773K and leaving 9,612 shares worth $2.45M. The position accounts for 1.32% of the portfolio, ranked #30.

Flavin Financial Services first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Flavin Financial Services held 9,612 shares of Phillips 66 worth $2.45M as of Q3 2026.
Flavin Financial Services sold 3,384 Phillips 66 shares in Q3 2026, an estimated $773K.
Phillips 66 made up 1.32% of Flavin Financial Services's portfolio in Q3 2026, its #30 holding.
Flavin Financial Services first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Flavin Financial Services's 13F filing for Q3 2026, filed 21 Oct 2026.