Seamount Financial Group
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Seamount Financial Group’s Phillips 66 PSX Stock Holding History

Seamount Financial 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 		– Sell
-2,602
Closed -$440K – 146
2026
Q2 		$440K Hold
2,602
– – 0.18% 98
2026
Q1 		$474K Hold
2,602
– – 0.21% 91
2025
Q4 		$336K Hold
2,602
– – 0.15% 105
2025
Q3 		$354K Hold
2,602
– – 0.17% 107
2025
Q2 		$310K Hold
2,602
– – 0.16% 106
2025
Q1 		$321K Buy
2,602
+250
+11% +$30.8K 0.22% 84
2024
Q4 		$268K Hold
2,352
– – 0.19% 91
2024
Q3 		$309K Hold
2,352
– – 0.23% 82
2024
Q2 		$332K Buy
2,352
+352
+18% +$52.1K 0.27% 77
2024
Q1 		$327K Sell
2,000
-1,000
-33% -$144K 0.29% 71
2023
Q4 		$399K Buy
+3,000
New +$359K 0.38% 62

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Seamount Financial Group's PSX Position: Q3 2026 in Review

Seamount Financial Group sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 2,602 shares — an estimated $440K sold.

Seamount Financial Group first reported a position in PSX in Q4 2023 and held it in 11 quarters. The position peaked at $474K in Q1 2026. 808 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Seamount Financial Group reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
  • Seamount Financial Group sold 2,602 Phillips 66 shares in Q3 2026, an estimated $440K.
  • Seamount Financial Group first reported a position in Phillips 66 in Q4 2023 and held it in 11 quarters.
  • Seamount Financial Group's Phillips 66 position peaked at $474K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.