Pacifica Partners
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Pacifica Partners’s Phillips 66 PSX Stock Holding History

Pacifica Partners’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 		$15.9K Hold
60
– – ﹤0.01% 255
2026
Q2 		$10.6K Hold
60
– – ﹤0.01% 305
2026
Q1 		$10.9K Sell
60
-3,132
-98% -$491K ﹤0.01% 303
2025
Q4 		$417K Hold
3,192
– – 0.19% 72
2025
Q3 		$430K Buy
3,192
+2,921
+1,078% +$374K 0.15% 84
2025
Q2 		$32.3K Hold
271
– – 0.01% 229
2025
Q1 		$29K Buy
271
+20
+8% +$2.46K 0.01% 229
2024
Q4 		$28.7K Sell
251
-4
-2% -$509 0.01% 239
2024
Q3 		$33.5K Sell
255
-10
-4% -$1.35K 0.01% 245
2024
Q2 		$37.2K Sell
265
-44
-14% -$6.51K 0.02% 236
2024
Q1 		$48.3K Hold
309
– – 0.02% 218
2023
Q4 		$39.5K Sell
309
-15
-5% -$1.79K 0.02% 226
2023
Q3 		$35.5K Buy
324
+75
+30% +$8.42K 0.02% 218
2023
Q2 		$23.9K Sell
249
-55
-18% -$5.35K 0.01% 229
2023
Q1 		$31.1K Sell
304
-10
-3% -$1.02K 0.02% 217
2022
Q4 		$32.9K Hold
314
– – 0.02% 193
2022
Q3 		$26K Sell
314
-12
-4% -$1.02K 0.02% 210
2022
Q2 		$29K Sell
326
-350
-52% -$32.4K 0.02% 209
2022
Q1 		$57K Hold
676
– – 0.04% 169
2021
Q4 		$56K Hold
676
– – 0.04% 167
2021
Q3 		$46K Hold
676
– – 0.03% 162
2021
Q2 		$59K Buy
676
+30
+5% +$2.53K 0.04% 143
2021
Q1 		$53K Sell
646
-40
-6% -$3.14K 0.04% 136
2020
Q4 		$48K Buy
686
+150
+28% +$8.8K 0.05% 131
2020
Q3 		$28K Hold
536
– – 0.03% 150
2020
Q2 		$37K Sell
536
-335
-38% -$23.7K 0.04% 143
2020
Q1 		$51K Buy
871
+25
+3% +$2.03K 0.06% 117
2019
Q4 		$94K Buy
+846
New +$95K 0.09% 100

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pacifica Partners's PSX Position: Q3 2026 in Review

Pacifica Partners held its Phillips 66 (PSX) position steady in Q3 2026 at 60 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Pacifica Partners first reported a position in PSX in Q4 2019 and has held it in 28 quarters since. The position peaked at $430K in Q3 2025. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Pacifica Partners held 60 shares of Phillips 66 worth $15.9K as of Q3 2026.
  • Pacifica Partners left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #255 holding.
  • Pacifica Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Phillips 66 position peaked at $430K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.