Highline Wealth Partners
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Highline Wealth Partners’s Phillips 66 PSX Stock Holding History

Highline Wealth Partners’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 		$43.3K Buy
170
+56
+49% +$12.8K 0.01% 277
2026
Q2 		$19.3K Buy
114
+44
+63% +$7.57K ﹤0.01% 404
2026
Q1 		$12.8K Buy
70
+4
+6% +$627 ﹤0.01% 394
2025
Q4 		$8.53K Hold
66
– – ﹤0.01% 431
2025
Q3 		$8.97K Hold
66
– – ﹤0.01% 433
2025
Q2 		$7.84K Sell
66
-41
-38% -$4.59K ﹤0.01% 370
2025
Q1 		$13.2K Buy
107
+77
+257% +$9.49K ﹤0.01% 264
2024
Q4 		$3.46K Sell
30
-3
-9% -$382 ﹤0.01% 391
2024
Q3 		$4.36K Sell
33
-29
-47% -$3.92K ﹤0.01% 359
2024
Q2 		$8.75K Buy
62
+32
+107% +$4.74K ﹤0.01% 238
2024
Q1 		$4.9K Hold
30
– – ﹤0.01% 272
2023
Q4 		$3.99K Hold
30
– – ﹤0.01% 258
2023
Q3 		$3.6K Hold
30
– – ﹤0.01% 241
2023
Q2 		$2.86K Hold
30
– – ﹤0.01% 214
2023
Q1 		$3.04K Sell
30
-36
-55% -$3.66K ﹤0.01% 207
2022
Q4 		$6.87K Buy
66
+36
+120% +$3.68K 0.01% 164
2022
Q3 		$2.42K Buy
+30
New +$2.56K ﹤0.01% 203

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Highline Wealth Partners's PSX Position: Q3 2026 in Review

Highline Wealth Partners increased its Phillips 66 (PSX) stake by 49% in Q3 2026, buying an estimated $12.8K and bringing the position to 170 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #277.

Highline Wealth Partners first reported a position in PSX in Q3 2022 and has held it in 17 quarters since. 976 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Highline Wealth Partners held 170 shares of Phillips 66 worth $43.3K as of Q3 2026.
  • Highline Wealth Partners bought 56 Phillips 66 shares in Q3 2026, an estimated $12.8K.
  • Phillips 66 made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #277 holding.
  • Highline Wealth Partners first reported a position in Phillips 66 in Q3 2022 and has held it in 17 quarters since.
  • 976 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.