Private Advisor Group
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Private Advisor Group’s Phillips 66 PSX Stock Holding History

Private Advisor Group’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 		$38.2K Buy
+900
New +$206K ﹤0.01% 3068
2025
Q3 		– Sell
-2,400
Closed -$4.32K – 2673
2025
Q2 		$4.32K Buy
+2,400
New +$269K ﹤0.01% 2429
2023
Q4 		– Sell
-400
Closed -$481 – 2451
2023
Q3 		$481 Buy
+400
New +$44.9K ﹤0.01% 2278

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Advisor Group's PSX Position: Q3 2026 in Review

Private Advisor Group increased its Phillips 66 (PSX) stake by 67% in Q3 2026, buying an estimated $4.46M and bringing the position to 48,790 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #415.

Private Advisor Group first reported a position in PSX in Q4 2013 and has held it in 52 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Private Advisor Group held 48,790 shares of Phillips 66 worth $12.5M as of Q3 2026.
  • Private Advisor Group bought 19,541 Phillips 66 shares in Q3 2026, an estimated $4.46M.
  • Phillips 66 made up 0.04% of Private Advisor Group's portfolio in Q3 2026, its #415 holding.
  • Private Advisor Group first reported a position in Phillips 66 in Q4 2013 and has held it in 52 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.