Smith Group Asset Management’s Phillips 66 PSX Stock Holding History

Smith Group Asset 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	–	Sell	-10,154	Closed	-$1.72M	–	163
2026 Q2	$1.72M	Hold	10,154	–	–	0.07%	81
2026 Q1	$1.85M	Hold	10,154	–	–	0.09%	65
2025 Q4	$1.31M	Buy	10,154 +43	+0.4%	+$5.79K	0.07%	81
2025 Q3	$1.38M	Buy	10,111 +27	+0.3%	+$3.46K	0.08%	75
2025 Q2	$1.2M	Hold	10,084	–	–	0.08%	83
2025 Q1	$1.25M	Hold	10,084	–	–	0.09%	80
2024 Q4	$1.15M	Buy	+10,084	New	+$1.28M	0.08%	86
2017 Q1	–	Sell	-200	Closed	-$17K	–	472
2016 Q4	$17K	Hold	200	–	–	﹤0.01%	394
2016 Q3	$16K	Buy	200 +20	+11%	+$1.56K	﹤0.01%	401
2016 Q2	$14K	Hold	180	–	–	﹤0.01%	418
2016 Q1	$16K	Buy	+180	New	+$14.6K	﹤0.01%	378

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Smith Group Asset Management's PSX Position: Q3 2026 in Review

Smith Group Asset Management sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 10,154 shares — an estimated $1.72M sold.

Smith Group Asset Management first reported a position in PSX in Q1 2016 and held it in 11 quarters. The position peaked at $1.85M in Q1 2026. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Smith Group Asset Management reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
Smith Group Asset Management sold 10,154 Phillips 66 shares in Q3 2026, an estimated $1.72M.
Smith Group Asset Management first reported a position in Phillips 66 in Q1 2016 and held it in 11 quarters.
Smith Group Asset Management's Phillips 66 position peaked at $1.85M in Q1 2026.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.