Olistico Wealth’s Phillips 66 PSX Stock Holding History

Olistico Wealth’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	$30.4K	Hold	119	–	–	0.01%	194
2026 Q2	$20.1K	Hold	119	–	–	0.01%	215
2026 Q1	$21.7K	Hold	119	–	–	0.01%	208
2025 Q4	$15.4K	Buy	+119	New	+$16K	0.01%	229
2025 Q3	–	Sell	-729	Closed	-$87K	–	277
2025 Q2	$87K	Buy	729 +480	+193%	+$53.8K	0.05%	132
2025 Q1	$30.8K	Sell	249 -25	-9%	-$3.08K	0.02%	186
2024 Q4	$31.3K	Hold	274	–	–	0.02%	184
2024 Q3	$36.1K	Hold	274	–	–	0.02%	180
2024 Q2	$38.7K	Buy	+274	New	+$40.6K	0.02%	176

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

Olistico Wealth's PSX Position: Q3 2026 in Review

Olistico Wealth held its Phillips 66 (PSX) position steady in Q3 2026 at 119 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #194.

Olistico Wealth first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $87K in Q2 2025. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Olistico Wealth held 119 shares of Phillips 66 worth $30.4K as of Q3 2026.
Olistico Wealth left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #194 holding.
Olistico Wealth first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Phillips 66 position peaked at $87K in Q2 2025.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.