Quantum Financial Partners
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Quantum Financial Partners’s Phillips 66 PSX Stock Holding History

Quantum 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 		$602K Buy
2,357
+562
+31% +$128K 0.31% 66
2026
Q2 		$303K Buy
+1,795
New +$309K 0.16% 110

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Assenagon Asset Management
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Quantum Financial Partners's PSX Position: Q3 2026 in Review

Quantum Financial Partners increased its Phillips 66 (PSX) stake by 31% in Q3 2026, buying an estimated $128K and bringing the position to 2,357 shares worth $602K. The position accounts for 0.31% of the portfolio, ranked #66.

Quantum Financial Partners first reported a position in PSX in Q2 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Quantum Financial Partners held 2,357 shares of Phillips 66 worth $602K as of Q3 2026.
  • Quantum Financial Partners bought 562 Phillips 66 shares in Q3 2026, an estimated $128K.
  • Phillips 66 made up 0.31% of Quantum Financial Partners's portfolio in Q3 2026, its #66 holding.
  • Quantum Financial Partners first reported a position in Phillips 66 in Q2 2026 and has held it in 2 quarters since.
  • 667 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.