Klingman & Associates
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Klingman & Associates’s Phillips 66 PSX Stock Holding History

Klingman & Associates’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 		$1.09M Buy
4,285
+1,890
+79% +$432K 0.05% 137
2026
Q2 		$405K Buy
2,395
+43
+2% +$7.4K 0.02% 227
2026
Q1 		$428K Buy
2,352
+33
+1% +$5.17K 0.02% 209
2025
Q4 		$299K Sell
2,319
-4,787
-67% -$644K 0.01% 255
2025
Q3 		$967K Buy
+7,106
New +$910K 0.05% 124
2016
Q4 		– Sell
-600
Closed -$48K – 263
2016
Q3 		$48K Buy
600
+400
+200% +$31.1K 0.01% 188
2016
Q2 		$16K Hold
200
– – 0.01% 276
2016
Q1 		$17K Hold
200
– – 0.01% 269
2015
Q4 		$16K Hold
200
– – 0.01% 282
2015
Q3 		$15K Hold
200
– – 0.01% 286
2015
Q2 		$16K Sell
200
-56
-22% -$4.45K 0.01% 272
2015
Q1 		$20K Buy
256
+1
+0.4% +$73 0.01% 241
2014
Q4 		$18K Buy
+255
New +$18.8K 0.01% 248

Other funds holding PSX

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
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

Klingman & Associates's PSX Position: Q3 2026 in Review

Klingman & Associates increased its Phillips 66 (PSX) stake by 79% in Q3 2026, buying an estimated $432K and bringing the position to 4,285 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #137.

Klingman & Associates first reported a position in PSX in Q4 2014 and has held it in 13 quarters since. 669 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Klingman & Associates held 4,285 shares of Phillips 66 worth $1.09M as of Q3 2026.
  • Klingman & Associates bought 1,890 Phillips 66 shares in Q3 2026, an estimated $432K.
  • Phillips 66 made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #137 holding.
  • Klingman & Associates first reported a position in Phillips 66 in Q4 2014 and has held it in 13 quarters since.
  • 669 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.