Inspirion Wealth Advisors’s Phillips 66 PSX Stock Holding History

Inspirion Wealth 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	$281K	Buy	+1,100	New	+$251K	0.03%	147
2026 Q2	–	Sell	-1,140	Closed	-$208K	–	197
2026 Q1	$208K	Buy	+1,140	New	+$179K	0.03%	166
2020 Q1	–	Sell	-3,141	Closed	-$350K	–	80
2019 Q4	$350K	Sell	3,141 -125	-4%	-$14K	0.12%	57
2019 Q3	$334K	Hold	3,266	–	–	0.15%	54
2019 Q2	$306K	Sell	3,266 -26	-0.8%	-$2.33K	0.13%	57
2019 Q1	$313K	Sell	3,292 -33	-1%	-$3.14K	0.14%	55
2018 Q4	$286K	Hold	3,325	–	–	0.14%	52
2018 Q3	$375K	Hold	3,325	–	–	0.16%	51
2018 Q2	$373K	Hold	3,325	–	–	0.18%	48
2018 Q1	$319K	Hold	3,325	–	–	0.16%	52
2017 Q4	$336K	Buy	3,325 +100	+3%	+$9.51K	0.16%	45
2017 Q3	$295K	Hold	3,225	–	–	0.15%	54
2017 Q2	$267K	Hold	3,225	–	–	0.14%	59
2017 Q1	$255K	Hold	3,225	–	–	0.14%	56
2016 Q4	$279K	Hold	3,225	–	–	0.18%	48
2016 Q3	$260K	Hold	3,225	–	–	0.17%	51
2016 Q2	$256K	Hold	3,225	–	–	0.17%	51
2016 Q1	$279K	Hold	3,225	–	–	0.2%	47
2015 Q4	$264K	Hold	3,225	–	–	0.19%	47
2015 Q3	$248K	Hold	3,225	–	–	0.2%	48
2015 Q2	$260K	Hold	3,225	–	–	0.19%	46
2015 Q1	$253K	Hold	3,225	–	–	0.2%	46
2014 Q4	$231K	Buy	+3,225	New	+$238K	0.21%	49

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

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

Inspirion Wealth Advisors's PSX Position: Q3 2026 in Review

Inspirion Wealth Advisors opened a new position in Phillips 66 (PSX) in Q3 2026: 1,100 shares worth $281K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings. This is a return to the name: Inspirion Wealth Advisors previously reported a position in PSX as recently as Q1 2026.

Inspirion Wealth Advisors first reported a position in PSX in Q4 2014 and has held it in 23 quarters since. The position peaked at $375K in Q3 2018. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Inspirion Wealth Advisors held 1,100 shares of Phillips 66 worth $281K as of Q3 2026.
Phillips 66 was a new Inspirion Wealth Advisors position in Q3 2026.
Phillips 66 made up 0.03% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #147 holding.
Inspirion Wealth Advisors first reported a position in Phillips 66 in Q4 2014 and has held it in 23 quarters since.
Inspirion Wealth Advisors's Phillips 66 position peaked at $375K in Q3 2018.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.