Sapient Capital’s Phillips 66 PSX Stock Holding History

Sapient Capital’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	$333K	Buy	1,304 +53	+4%	+$12.1K	﹤0.01%	310
2026 Q2	$211K	Buy	1,251 +37	+3%	+$6.37K	﹤0.01%	380
2026 Q1	$221K	Sell	1,214 -2,255	-65%	-$353K	﹤0.01%	412
2025 Q4	$449K	Buy	+3,469	New	+$467K	0.01%	281
2024 Q4	–	Sell	-1,574	Closed	-$207K	–	402
2024 Q3	$207K	Hold	1,574	–	–	﹤0.01%	372
2024 Q2	$222K	Sell	1,574 -2	-0.1%	-$296	﹤0.01%	336
2024 Q1	$257K	Sell	1,576 -72	-4%	-$10.4K	0.01%	318
2023 Q4	$219K	Buy	+1,648	New	+$197K	0.01%	355

Other funds holding PSX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Sapient Capital's PSX Position: Q3 2026 in Review

Sapient Capital increased its Phillips 66 (PSX) stake by 4.2% in Q3 2026, buying an estimated $12.1K and bringing the position to 1,304 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Sapient Capital first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $449K in Q4 2025. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Sapient Capital held 1,304 shares of Phillips 66 worth $333K as of Q3 2026.
Sapient Capital bought 53 Phillips 66 shares in Q3 2026, an estimated $12.1K.
Phillips 66 made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #310 holding.
Sapient Capital first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
Sapient Capital's Phillips 66 position peaked at $449K in Q4 2025.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.