Foster Group
PSX icon

Foster Group’s Phillips 66 PSX Stock Holding History

Foster Group’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 		$406K Buy
1,589
+71
+5% +$16.2K 0.01% 201
2026
Q2 		$257K Sell
1,518
-1,431
-49% -$246K 0.01% 269
2026
Q1 		$537K Buy
2,949
+69
+2% +$10.8K 0.02% 162
2025
Q4 		$372K Buy
+2,880
New +$388K 0.01% 185

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 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
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
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Foster Group's PSX Position: Q3 2026 in Review

Foster Group increased its Phillips 66 (PSX) stake by 4.7% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,589 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #201.

Foster Group first reported a position in PSX in Q4 2025 and has held it in 4 quarters since. The position peaked at $537K in Q1 2026. 453 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Foster Group held 1,589 shares of Phillips 66 worth $406K as of Q3 2026.
  • Foster Group bought 71 Phillips 66 shares in Q3 2026, an estimated $16.2K.
  • Phillips 66 made up 0.01% of Foster Group's portfolio in Q3 2026, its #201 holding.
  • Foster Group first reported a position in Phillips 66 in Q4 2025 and has held it in 4 quarters since.
  • Foster Group's Phillips 66 position peaked at $537K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.