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Greenfield Savings Bank’s Phillips 66 PSX Stock Holding History

Greenfield Savings Bank’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 		$596K Hold
2,333
– – 0.23% 96
2026
Q2 		$394K Hold
2,333
– – 0.15% 120
2026
Q1 		$425K Hold
2,333
– – 0.18% 116
2025
Q4 		$301K Sell
2,333
-75
-3% -$10.1K 0.13% 128
2025
Q3 		$328K Sell
2,408
-25
-1% -$3.2K 0.14% 129
2025
Q2 		$290K Hold
2,433
– – 0.13% 127
2025
Q1 		$300K Hold
2,433
– – 0.15% 122
2024
Q4 		$277K Hold
2,433
– – 0.13% 128
2024
Q3 		$320K Hold
2,433
– – 0.15% 124
2024
Q2 		$343K Sell
2,433
-89
-4% -$13.2K 0.18% 112
2024
Q1 		$412K Hold
2,522
– – 0.22% 105
2023
Q4 		$336K Hold
2,522
– – 0.19% 112
2023
Q3 		$303K Sell
2,522
-15
-0.6% -$1.68K 0.19% 111
2023
Q2 		$242K Buy
2,537
+177
+8% +$17.2K 0.16% 117
2023
Q1 		$239K Hold
2,360
– – 0.16% 121
2022
Q4 		$246K Buy
+2,360
New +$241K 0.16% 120

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
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Greenfield Savings Bank's PSX Position: Q3 2026 in Review

Greenfield Savings Bank held its Phillips 66 (PSX) position steady in Q3 2026 at 2,333 shares worth $596K. The position accounts for 0.23% of the portfolio, ranked #96.

Greenfield Savings Bank first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Greenfield Savings Bank held 2,333 shares of Phillips 66 worth $596K as of Q3 2026.
  • Greenfield Savings Bank left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.23% of Greenfield Savings Bank's portfolio in Q3 2026, its #96 holding.
  • Greenfield Savings Bank first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.