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Green Ridge Wealth Planning’s Phillips 66 PSX Stock Holding History

Green Ridge Wealth Planning’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 		$357K Hold
1,400
– – 0.14% 59
2026
Q2 		$237K Hold
1,400
– – 0.1% 82
2026
Q1 		$255K Sell
1,400
-540
-28% -$84.6K 0.13% 68
2025
Q4 		$250K Buy
+1,940
New +$261K 0.13% 72

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Green Ridge Wealth Planning's PSX Position: Q3 2026 in Review

Green Ridge Wealth Planning held its Phillips 66 (PSX) position steady in Q3 2026 at 1,400 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #59.

Green Ridge Wealth Planning first reported a position in PSX in Q4 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Green Ridge Wealth Planning held 1,400 shares of Phillips 66 worth $357K as of Q3 2026.
  • Green Ridge Wealth Planning left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.14% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #59 holding.
  • Green Ridge Wealth Planning first reported a position in Phillips 66 in Q4 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.