Fourpath Capital Management
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Fourpath Capital Management’s Phillips 66 PSX Stock Holding History

Fourpath Capital Management’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 		$715K Sell
2,799
-91
-3% -$20.8K 0.09% 131
2026
Q2 		$489K Sell
2,890
-7
-0.2% -$1.2K 0.06% 167
2026
Q1 		$528K Sell
2,897
-2
-0.1% -$313 0.08% 158
2025
Q4 		$374K Sell
2,899
-192
-6% -$25.8K 0.05% 169
2025
Q3 		$420K Sell
3,091
-35
-1% -$4.48K 0.06% 159
2025
Q2 		$373K Sell
3,126
-5
-0.2% -$560 0.06% 165
2025
Q1 		$387K Sell
3,131
-18
-0.6% -$2.22K 0.07% 161
2024
Q4 		$359K Sell
3,149
-200
-6% -$25.4K 0.07% 163
2024
Q3 		$440K Buy
3,349
+1,661
+98% +$224K 0.08% 153
2024
Q2 		$238K Buy
1,688
+2
+0.1% +$296 0.18% 113
2024
Q1 		$275K Buy
1,686
+8
+0.5% +$1.15K 0.19% 101
2023
Q4 		$223K Buy
1,678
+1
+0.1% +$120 0.15% 116
2023
Q3 		$201K Buy
+1,677
New +$188K 0.15% 114

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ZWJ Investment Counsel
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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

Fourpath Capital Management's PSX Position: Q3 2026 in Review

Fourpath Capital Management reduced its Phillips 66 (PSX) stake by 3.1% in Q3 2026, selling an estimated $20.8K and leaving 2,799 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #131.

Fourpath Capital Management first reported a position in PSX in Q3 2023 and has held it in 13 quarters since. 603 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Fourpath Capital Management held 2,799 shares of Phillips 66 worth $715K as of Q3 2026.
  • Fourpath Capital Management sold 91 Phillips 66 shares in Q3 2026, an estimated $20.8K.
  • Phillips 66 made up 0.09% of Fourpath Capital Management's portfolio in Q3 2026, its #131 holding.
  • Fourpath Capital Management first reported a position in Phillips 66 in Q3 2023 and has held it in 13 quarters since.
  • 603 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.