Mitchell Sinkler & Starr
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Mitchell Sinkler & Starr’s Phillips 66 PSX Stock Holding History

Mitchell Sinkler & Starr’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 		$264K Buy
+1,035
New +$236K 0.11% 141
2024
Q2 		– Sell
-1,974
Closed -$322K – 201
2024
Q1 		$322K Sell
1,974
-274
-12% -$39.5K 0.08% 131
2023
Q4 		$299K Buy
+2,248
New +$269K 0.05% 157
2020
Q1 		– Sell
-1,833
Closed -$204K – 101
2019
Q4 		$204K Buy
+1,833
New +$206K 0.22% 100
2019
Q3 		– Sell
-4,068
Closed -$381K – 93
2019
Q2 		$381K Sell
4,068
-400
-9% -$35.9K 0.44% 72
2019
Q1 		$425K Hold
4,468
– – 0.49% 67
2018
Q4 		$385K Sell
4,468
-15
-0.3% -$1.47K 0.48% 67
2018
Q3 		$505K Hold
4,483
– – 0.53% 66
2018
Q2 		$503K Hold
4,483
– – 0.55% 64
2018
Q1 		$430K Buy
+4,483
New +$436K 0.49% 66
2015
Q2 		– Sell
-3,400
Closed -$267K – 97
2015
Q1 		$267K Sell
3,400
-1,107
-25% -$81.3K 0.3% 80
2014
Q4 		$323K Hold
4,507
– – 0.36% 68
2014
Q3 		$366K Hold
4,507
– – 0.41% 66
2014
Q2 		$362K Sell
4,507
-570
-11% -$47K 0.39% 65
2014
Q1 		$391K Sell
5,077
-6,913
-58% -$526K 0.44% 61
2013
Q4 		$925K Sell
11,990
-3,441
-22% -$230K 1.04% 36
2013
Q3 		$892K Sell
15,431
-199
-1% -$11.5K 1.02% 38
2013
Q2 		$920K Buy
+15,630
New +$982K 0.2% 87

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

Mitchell Sinkler & Starr's PSX Position: Q3 2026 in Review

Mitchell Sinkler & Starr opened a new position in Phillips 66 (PSX) in Q3 2026: 1,035 shares worth $264K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings. This is a return to the name: Mitchell Sinkler & Starr previously reported a position in PSX as recently as Q1 2024.

Mitchell Sinkler & Starr first reported a position in PSX in Q2 2013 and has held it in 18 quarters since. The position peaked at $925K in Q4 2013. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Mitchell Sinkler & Starr held 1,035 shares of Phillips 66 worth $264K as of Q3 2026.
  • Phillips 66 was a new Mitchell Sinkler & Starr position in Q3 2026.
  • Phillips 66 made up 0.11% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #141 holding.
  • Mitchell Sinkler & Starr first reported a position in Phillips 66 in Q2 2013 and has held it in 18 quarters since.
  • Mitchell Sinkler & Starr's Phillips 66 position peaked at $925K in Q4 2013.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.