ASK CAPITAL INVESTMENT MANAGERS, LLC’s Phillips 66 PSX Stock Holding History

ASK CAPITAL INVESTMENT MANAGERS, LLC’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	$3.86M	Buy	+15,115	New	+$3.45M	3.98%	12

Other funds holding PSX

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

ASK CAPITAL INVESTMENT MANAGERS, LLC's PSX Position: Q3 2026 in Review

ASK CAPITAL INVESTMENT MANAGERS, LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 15,115 shares worth $3.86M. The stake represents 3.98% of the portfolio and ranks #12 among its holdings.

261 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

ASK CAPITAL INVESTMENT MANAGERS, LLC held 15,115 shares of Phillips 66 worth $3.86M as of Q3 2026.
Phillips 66 was a new ASK CAPITAL INVESTMENT MANAGERS, LLC position in Q3 2026.
Phillips 66 made up 3.98% of ASK CAPITAL INVESTMENT MANAGERS, LLC's portfolio in Q3 2026, its #12 holding.
261 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on ASK CAPITAL INVESTMENT MANAGERS, LLC's 13F filing for Q3 2026, filed 14 Oct 2026.