MJT & Associates Financial Advisory’s Phillips 66 PSX Stock Holding History

MJT & Associates Financial Advisory’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	$20.9K	Sell	82 -17	-17%	-$3.88K	0.01%	115
2026 Q2	$16.7K	Hold	99	–	–	0.01%	143
2026 Q1	$18K	Hold	99	–	–	0.01%	126
2025 Q4	$12.8K	Sell	99 -8	-7%	-$1.08K	0.01%	162
2025 Q3	$14.6K	Buy	107 +45	+73%	+$5.76K	0.01%	155
2025 Q2	$7.4K	Hold	62	–	–	0.01%	253
2025 Q1	$7.66K	Buy	+62	New	+$7.64K	0.01%	246

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

MJT & Associates Financial Advisory's PSX Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Phillips 66 (PSX) stake by 17% in Q3 2026, selling an estimated $3.88K and leaving 82 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #115.

MJT & Associates Financial Advisory first reported a position in PSX in Q1 2025 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

MJT & Associates Financial Advisory held 82 shares of Phillips 66 worth $20.9K as of Q3 2026.
MJT & Associates Financial Advisory sold 17 Phillips 66 shares in Q3 2026, an estimated $3.88K.
Phillips 66 made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #115 holding.
MJT & Associates Financial Advisory first reported a position in Phillips 66 in Q1 2025 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.