Herold Advisors
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Herold Advisors’s Phillips 66 PSX Stock Holding History

Herold Advisors’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 		$3.97M Sell
15,536
-306
-2% -$69.9K 0.77% 33
2026
Q2 		$2.68M Sell
15,842
-279
-2% -$48K 0.53% 50
2026
Q1 		$2.94M Sell
16,121
-104
-0.6% -$16.3K 0.65% 45
2025
Q4 		$2.09M Sell
16,225
-278
-2% -$37.4K 0.47% 61
2025
Q3 		$2.24M Buy
16,503
+1,031
+7% +$132K 0.52% 53
2025
Q2 		$1.85M Sell
15,472
-4,451
-22% -$499K 0.39% 72
2025
Q1 		$2.46M Sell
19,923
-4,598
-19% -$567K 0.54% 51
2024
Q4 		$2.79M Sell
24,521
-1,014
-4% -$129K 0.61% 46
2024
Q3 		$3.36M Buy
25,535
+444
+2% +$60K 0.73% 32
2024
Q2 		$3.54M Buy
25,091
+736
+3% +$109K 0.82% 29
2024
Q1 		$3.98M Sell
24,355
-1,673
-6% -$241K 0.96% 20
2023
Q4 		$3.47M Sell
26,028
-369
-1% -$44.1K 0.96% 25
2023
Q3 		$3.17M Buy
26,397
+2,468
+10% +$277K 0.96% 23
2023
Q2 		$2.28M Buy
23,929
+2,156
+10% +$210K 0.7% 37
2023
Q1 		$2.21M Buy
21,773
+774
+4% +$78.7K 0.76% 31
2022
Q4 		$2.19M Buy
20,999
+152
+0.7% +$15.5K 0.93% 28
2022
Q3 		$1.68M Buy
+20,847
New +$1.78M 0.81% 40
2022
Q2 		– Sell
-800
Closed -$69.1K – 551
2022
Q1 		$69.1K Buy
+800
New +$67.3K 0.02% 327
2021
Q4 		– Sell
-800
Closed -$56K – 536
2021
Q3 		$56K Buy
+800
New +$57.9K 0.02% 360

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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 35.64% 1-Year Est. Return

Herold Advisors's PSX Position: Q3 2026 in Review

Herold Advisors reduced its Phillips 66 (PSX) stake by 1.9% in Q3 2026, selling an estimated $69.9K and leaving 15,536 shares worth $3.97M. The position accounts for 0.77% of the portfolio, ranked #33.

Herold Advisors first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q1 2024. 667 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Herold Advisors held 15,536 shares of Phillips 66 worth $3.97M as of Q3 2026.
  • Herold Advisors sold 306 Phillips 66 shares in Q3 2026, an estimated $69.9K.
  • Phillips 66 made up 0.77% of Herold Advisors's portfolio in Q3 2026, its #33 holding.
  • Herold Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Phillips 66 position peaked at $3.98M in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.