Global Financial Private Client
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Global Financial Private Client’s Phillips 66 PSX Stock Holding History

Global Financial Private Client’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 		$317K Buy
1,242
+40
+3% +$9.14K 0.09% 203
2026
Q2 		$203K Buy
1,202
+16
+1% +$2.75K 0.06% 244
2026
Q1 		$216K Buy
+1,186
New +$186K 0.07% 224
2025
Q2 		– Sell
-1,102
Closed -$136K – 1259
2025
Q1 		$136K Buy
1,102
+24
+2% +$2.96K 0.05% 237
2024
Q4 		$123K Sell
1,078
-15
-1% -$1.91K 0.05% 238
2024
Q3 		$144K Sell
1,093
-3,295
-75% -$445K 0.06% 219
2024
Q2 		$620K Buy
4,388
+232
+6% +$34.3K 0.26% 106
2024
Q1 		$679K Buy
4,156
+3,169
+321% +$457K 0.29% 95
2023
Q4 		$131K Hold
987
– – 0.06% 201
2023
Q3 		$117K Hold
987
– – 0.06% 203
2023
Q2 		$94.4K Hold
987
– – 0.05% 224
2023
Q1 		$102K Hold
987
– – 0.05% 208
2022
Q4 		$103K Hold
987
– – 0.06% 196
2022
Q3 		$83.5K Hold
987
– – 0.05% 212
2022
Q2 		$83.3K Hold
987
– – 0.05% 208
2022
Q1 		$84.8K Hold
987
– – 0.04% 215
2021
Q4 		$71.5K Hold
987
– – 0.03% 239
2021
Q3 		$71.6K Hold
987
– – 0.04% 215
2021
Q2 		$86K Hold
987
– – 0.05% 196
2021
Q1 		$82.1K Hold
987
– – 0.06% 171
2020
Q4 		$69K Buy
987
+12
+1% +$704 0.05% 163
2020
Q3 		$49K Hold
975
– – 0.04% 191
2020
Q2 		$67.4K Hold
975
– – 0.06% 181
2020
Q1 		$48.3K Hold
975
– – 0.05% 214
2019
Q4 		$109K Buy
+975
New +$110K 0.09% 154

Other funds holding PSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Global Financial Private Client's PSX Position: Q3 2026 in Review

Global Financial Private Client increased its Phillips 66 (PSX) stake by 3.3% in Q3 2026, buying an estimated $9.14K and bringing the position to 1,242 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #203.

Global Financial Private Client first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $679K in Q1 2024. 1,746 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Global Financial Private Client held 1,242 shares of Phillips 66 worth $317K as of Q3 2026.
  • Global Financial Private Client bought 40 Phillips 66 shares in Q3 2026, an estimated $9.14K.
  • Phillips 66 made up 0.09% of Global Financial Private Client's portfolio in Q3 2026, its #203 holding.
  • Global Financial Private Client first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • Global Financial Private Client's Phillips 66 position peaked at $679K in Q1 2024.
  • 1,746 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.