James Hambro & Partners
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James Hambro & Partners’s Phillips 66 PSX Stock Holding History

James Hambro & 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 		$213K Buy
+833
New +$190K 0.01% 65

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

James Hambro & Partners's PSX Position: Q3 2026 in Review

James Hambro & Partners opened a new position in Phillips 66 (PSX) in Q3 2026: 833 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #65 among its holdings.

1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • James Hambro & Partners held 833 shares of Phillips 66 worth $213K as of Q3 2026.
  • Phillips 66 was a new James Hambro & Partners position in Q3 2026.
  • Phillips 66 made up 0.01% of James Hambro & Partners's portfolio in Q3 2026, its #65 holding.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.