North Point Portfolio Managers’s Phillips 66 PSX Stock Holding History

North Point Portfolio Managers’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	Buy	+82	New	+$18.7K	﹤0.01%	180

Other funds holding PSX

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

North Point Portfolio Managers's PSX Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Phillips 66 (PSX) in Q3 2026: 82 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

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

North Point Portfolio Managers held 82 shares of Phillips 66 worth $20.9K as of Q3 2026.
Phillips 66 was a new North Point Portfolio Managers position in Q3 2026.
Phillips 66 made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #180 holding.
383 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.