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Martin Capital Partners’s Phillips 66 PSX Stock Holding History

Martin Capital 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 		$278K Sell
1,087
-22,622
-95% -$5.17M 0.1% 61
2026
Q2 		$4.01M Sell
23,709
-10,012
-30% -$1.72M 1.47% 36
2026
Q1 		$6.14M Sell
33,721
-80
-0.2% -$12.5K 2.28% 19
2025
Q4 		$4.36M Buy
33,801
+74
+0.2% +$9.96K 1.64% 34
2025
Q3 		$4.59M Sell
33,727
-431
-1% -$55.2K 1.78% 34
2025
Q2 		$4.08M Buy
34,158
+24,354
+248% +$2.73M 1.6% 32
2025
Q1 		$1.21M Sell
9,804
-29
-0.3% -$3.57K 1.45% 36
2024
Q4 		$1.12M Sell
9,833
-14,393
-59% -$1.83M 1.33% 38
2024
Q3 		$3.18M Sell
24,226
-8,596
-26% -$1.16M 1.57% 38
2024
Q2 		$4.63M Sell
32,822
-1,062
-3% -$157K 1.87% 28
2024
Q1 		$5.54M Sell
33,884
-857
-2% -$124K 2.12% 25
2023
Q4 		$4.63M Sell
34,741
-522
-1% -$62.4K 1.89% 31
2023
Q3 		$4.24M Buy
35,263
+147
+0.4% +$16.5K 1.78% 31
2023
Q2 		$3.35M Sell
35,116
-1,078
-3% -$105K 1.36% 41
2023
Q1 		$3.67M Buy
36,194
+378
+1% +$38.4K 1.53% 38
2022
Q4 		$3.73M Buy
35,816
+2,607
+8% +$267K 1.54% 37
2022
Q3 		$2.68M Buy
33,209
+1,490
+5% +$127K 1.24% 40
2022
Q2 		$2.6M Buy
+31,719
New +$2.93M 1.23% 41

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
GI
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

Martin Capital Partners's PSX Position: Q3 2026 in Review

Martin Capital Partners reduced its Phillips 66 (PSX) stake by 95% in Q3 2026, selling an estimated $5.17M and leaving 1,087 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #61.

Martin Capital Partners first reported a position in PSX in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.14M in Q1 2026. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Martin Capital Partners held 1,087 shares of Phillips 66 worth $278K as of Q3 2026.
  • Martin Capital Partners sold 22,622 Phillips 66 shares in Q3 2026, an estimated $5.17M.
  • Phillips 66 made up 0.1% of Martin Capital Partners's portfolio in Q3 2026, its #61 holding.
  • Martin Capital Partners first reported a position in Phillips 66 in Q2 2022 and has held it in 18 quarters since.
  • Martin Capital Partners's Phillips 66 position peaked at $6.14M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Martin Capital Partners's 13F filing for Q3 2026, filed 7 Oct 2026.