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Noble Wealth Management PBC’s Phillips 66 PSX Stock Holding History

Noble Wealth Management PBC’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 		$14.8K Buy
58
+7
+14% +$1.6K 0.01% 436
2026
Q2 		$8.62K Hold
51
– – ﹤0.01% 484
2026
Q1 		$9.29K Hold
51
– – ﹤0.01% 460
2025
Q4 		$6.58K Hold
51
– – ﹤0.01% 500
2025
Q3 		$6.94K Buy
+51
New +$6.53K ﹤0.01% 470
2025
Q1 		$6.3K Hold
51
– – ﹤0.01% 425
2024
Q4 		$5.81K Buy
+51
New +$6.49K ﹤0.01% 389

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

Noble Wealth Management PBC's PSX Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Phillips 66 (PSX) stake by 14% in Q3 2026, buying an estimated $1.6K and bringing the position to 58 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #436.

Noble Wealth Management PBC first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Noble Wealth Management PBC held 58 shares of Phillips 66 worth $14.8K as of Q3 2026.
  • Noble Wealth Management PBC bought 7 Phillips 66 shares in Q3 2026, an estimated $1.6K.
  • Phillips 66 made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #436 holding.
  • Noble Wealth Management PBC first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.