Patton Fund Management’s Phillips 66 PSX Stock Holding History

Patton Fund Management’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	$3.69M	Buy	+14,451	New	+$3.3M	0.95%	26
2026 Q2	–	Sell	-1,584	Closed	-$289K	–	385
2026 Q1	$289K	Hold	1,584	–	–	0.05%	187
2025 Q4	$204K	Sell	1,584 -533	-25%	-$71.7K	0.03%	467
2025 Q3	$288K	Hold	2,117	–	–	0.05%	130
2025 Q2	$253K	Buy	+2,117	New	+$237K	0.06%	176
2024 Q3	–	Sell	-25,900	Closed	-$3.66M	–	89
2024 Q2	$3.66M	Sell	25,900 -5,288	-17%	-$783K	0.77%	66
2024 Q1	$5.09M	Buy	+31,188	New	+$4.49M	0.92%	56

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Patton Fund Management's PSX Position: Q3 2026 in Review

Patton Fund Management opened a new position in Phillips 66 (PSX) in Q3 2026: 14,451 shares worth $3.69M. The stake represents 0.95% of the portfolio and ranks #26 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in PSX as recently as Q1 2026.

Patton Fund Management first reported a position in PSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.09M in Q1 2024. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Patton Fund Management held 14,451 shares of Phillips 66 worth $3.69M as of Q3 2026.
Phillips 66 was a new Patton Fund Management position in Q3 2026.
Phillips 66 made up 0.95% of Patton Fund Management's portfolio in Q3 2026, its #26 holding.
Patton Fund Management first reported a position in Phillips 66 in Q1 2024 and has held it in 7 quarters since.
Patton Fund Management's Phillips 66 position peaked at $5.09M in Q1 2024.
1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.