Investors Research Corp’s Phillips 66 PSX Stock Holding History

Investors Research Corp’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	$1.05M	Sell	4,125 -525	-11%	-$120K	0.19%	89
2026 Q2	$786K	Sell	4,650 -42	-0.9%	-$7.23K	0.14%	124
2026 Q1	$855K	Sell	4,692 -84	-2%	-$13.2K	0.16%	117
2025 Q4	$616K	Hold	4,776	–	–	0.11%	173
2025 Q3	$650K	Hold	4,776	–	–	0.12%	172
2025 Q2	$570K	Hold	4,776	–	–	0.11%	190
2025 Q1	$590K	Hold	4,776	–	–	0.13%	171
2024 Q4	$544K	Hold	4,776	–	–	0.12%	185
2024 Q3	$628K	Hold	4,776	–	–	0.14%	176
2024 Q2	$674K	Hold	4,776	–	–	0.16%	167
2024 Q1	$780K	Sell	4,776 -3,658	-43%	-$527K	0.18%	139
2023 Q4	$1.12M	Buy	8,434 +194	+2%	+$23.2K	0.27%	90
2023 Q3	$990K	Sell	8,240 -1,102	-12%	-$124K	0.26%	98
2023 Q2	$891K	Sell	9,342 -75	-0.8%	-$7.29K	0.22%	117
2023 Q1	$955K	Sell	9,417 -200	-2%	-$20.3K	0.25%	107
2022 Q4	$1M	Sell	9,617 -106	-1%	-$10.8K	0.27%	94
2022 Q3	$785K	Hold	9,723	–	–	0.24%	112
2022 Q2	$797K	Hold	9,723	–	–	0.24%	117
2022 Q1	$840K	Hold	9,723	–	–	0.24%	119
2021 Q4	$705K	Hold	9,723	–	–	0.21%	133
2021 Q3	$681K	Hold	9,723	–	–	0.23%	130
2021 Q2	$834K	Hold	9,723	–	–	0.29%	113
2021 Q1	$793K	Sell	9,723 -300	-3%	-$23.5K	0.3%	117
2020 Q4	$701K	Hold	10,023	–	–	0.28%	125
2020 Q3	$520K	Sell	10,023 -50	-0.5%	-$3.05K	0.25%	126
2020 Q2	$724K	Hold	10,073	–	–	0.36%	83
2020 Q1	$540K	Buy	10,073 +8,425	+511%	+$686K	0.34%	96
2019 Q4	$184K	Hold	1,648	–	–	0.08%	299
2019 Q3	$169K	Buy	1,648 +126	+8%	+$12.6K	0.09%	286
2019 Q2	$142K	Hold	1,522	–	–	0.07%	314
2019 Q1	$145K	Buy	+1,522	New	+$145K	0.08%	314

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

Investors Research Corp's PSX Position: Q3 2026 in Review

Investors Research Corp reduced its Phillips 66 (PSX) stake by 11% in Q3 2026, selling an estimated $120K and leaving 4,125 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #89.

Investors Research Corp first reported a position in PSX in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.12M in Q4 2023. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Investors Research Corp held 4,125 shares of Phillips 66 worth $1.05M as of Q3 2026.
Investors Research Corp sold 525 Phillips 66 shares in Q3 2026, an estimated $120K.
Phillips 66 made up 0.19% of Investors Research Corp's portfolio in Q3 2026, its #89 holding.
Investors Research Corp first reported a position in Phillips 66 in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Phillips 66 position peaked at $1.12M in Q4 2023.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.