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Polaris Financial Partners’s Phillips 66 PSX Stock Holding History

Polaris Financial 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 		$14K Buy
+54
New +$12.3K 0.01% 262

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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's PSX Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Phillips 66 (PSX) in Q3 2026: 54 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings.

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

  • Polaris Financial Partners held 54 shares of Phillips 66 worth $14K as of Q3 2026.
  • Phillips 66 was a new Polaris Financial Partners position in Q3 2026.
  • Phillips 66 made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #262 holding.
  • 16 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.