Marquette Asset Management’s Phillips 66 PSX Stock Holding History

Marquette Asset Management’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	$11.7K	Hold	46	–	–	﹤0.01%	243
2026 Q2	$7.78K	Hold	46	–	–	﹤0.01%	356
2026 Q1	$8.38K	Sell	46 -7	-13%	-$1.1K	﹤0.01%	277
2025 Q4	$6.84K	Buy	53 +16	+43%	+$2.15K	﹤0.01%	272
2025 Q3	$5.03K	Buy	+37	New	+$4.74K	﹤0.01%	333
2024 Q2	–	Sell	-84	Closed	-$13.7K	–	202
2024 Q1	$13.7K	Buy	+84	New	+$12.1K	﹤0.01%	165

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

Marquette Asset Management's PSX Position: Q3 2026 in Review

Marquette Asset Management held its Phillips 66 (PSX) position steady in Q3 2026 at 46 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Marquette Asset Management first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. The position peaked at $13.7K in Q1 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Marquette Asset Management held 46 shares of Phillips 66 worth $11.7K as of Q3 2026.
Marquette Asset Management left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #243 holding.
Marquette Asset Management first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
Marquette Asset Management's Phillips 66 position peaked at $13.7K in Q1 2024.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.