GI
PSX icon

GAMMA Investing’s Phillips 66 PSX Stock Holding History

GAMMA Investing’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 		$4.73M Buy
18,535
+1,329
+8% +$304K 0.16% 99
2026
Q2 		$2.91M Buy
17,206
+1,130
+7% +$195K 0.11% 151
2026
Q1 		$2.93M Buy
16,076
+1,338
+9% +$210K 0.14% 121
2025
Q4 		$1.9M Buy
14,738
+643
+5% +$86.5K 0.1% 173
2025
Q3 		$1.92M Buy
14,095
+1,564
+12% +$200K 0.11% 160
2025
Q2 		$1.49M Buy
12,531
+2,897
+30% +$325K 0.09% 189
2025
Q1 		$1.19M Buy
9,634
+1,268
+15% +$156K 0.09% 210
2024
Q4 		$953K Buy
8,366
+23
+0.3% +$2.93K 0.08% 216
2024
Q3 		$1.1M Buy
8,343
+1,479
+22% +$200K 0.11% 175
2024
Q2 		$969K Buy
6,864
+1,541
+29% +$228K 0.13% 136
2024
Q1 		$869K Buy
5,323
+798
+18% +$115K 0.18% 97
2023
Q4 		$653K Buy
+4,525
New +$541K 0.18% 92

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

GAMMA Investing's PSX Position: Q3 2026 in Review

GAMMA Investing increased its Phillips 66 (PSX) stake by 7.7% in Q3 2026, buying an estimated $304K and bringing the position to 18,535 shares worth $4.73M. The position accounts for 0.16% of the portfolio, ranked #99.

GAMMA Investing first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. 98 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • GAMMA Investing held 18,535 shares of Phillips 66 worth $4.73M as of Q3 2026.
  • GAMMA Investing bought 1,329 Phillips 66 shares in Q3 2026, an estimated $304K.
  • Phillips 66 made up 0.16% of GAMMA Investing's portfolio in Q3 2026, its #99 holding.
  • GAMMA Investing first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • 98 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.