Persium Advisors
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Persium Advisors’s Phillips 66 PSX Stock Holding History

Persium Advisors’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 		$741K Hold
2,902
– – 0.39% 50
2026
Q2 		$491K Hold
2,902
– – 0.32% 52
2026
Q1 		$529K Sell
2,902
-15
-0.5% -$2.35K 0.42% 48
2025
Q4 		$376K Buy
2,917
+15
+0.5% +$2.02K 0.27% 50
2025
Q3 		$395K Hold
2,902
– – 0.29% 51
2025
Q2 		$346K Hold
2,902
– – 0.29% 48
2025
Q1 		$358K Sell
2,902
-100
-3% -$12.3K 0.34% 47
2024
Q4 		$342K Buy
+3,002
New +$382K 0.34% 46

Other funds holding PSX

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
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Persium Advisors's PSX Position: Q3 2026 in Review

Persium Advisors held its Phillips 66 (PSX) position steady in Q3 2026 at 2,902 shares worth $741K. The position accounts for 0.39% of the portfolio, ranked #50.

Persium Advisors first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Persium Advisors held 2,902 shares of Phillips 66 worth $741K as of Q3 2026.
  • Persium Advisors left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.39% of Persium Advisors's portfolio in Q3 2026, its #50 holding.
  • Persium Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 668 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.