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Silvia McColl Wealth Management’s Phillips 66 PSX Stock Holding History

Silvia McColl Wealth Management’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 		$204K Buy
+798
New +$182K 0.12% 115
2024
Q3 		– Sell
-1,457
Closed -$206K – 116
2024
Q2 		$206K Hold
1,457
– – 0.17% 105
2024
Q1 		$241K Buy
+1,457
New +$210K 0.21% 94

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
GI
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

Silvia McColl Wealth Management's PSX Position: Q3 2026 in Review

Silvia McColl Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 798 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #115 among its holdings. This is a return to the name: Silvia McColl Wealth Management previously reported a position in PSX as recently as Q2 2024.

Silvia McColl Wealth Management first reported a position in PSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $241K in Q1 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Silvia McColl Wealth Management held 798 shares of Phillips 66 worth $204K as of Q3 2026.
  • Phillips 66 was a new Silvia McColl Wealth Management position in Q3 2026.
  • Phillips 66 made up 0.12% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Silvia McColl Wealth Management first reported a position in Phillips 66 in Q1 2024 and has held it in 3 quarters since.
  • Silvia McColl Wealth Management's Phillips 66 position peaked at $241K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.