Spurstone Advisory Services
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Spurstone Advisory Services’s Phillips 66 PSX Stock Holding History

Spurstone Advisory Services’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 		$6.61K Hold
25
– – 0.09% 48
2026
Q2 		$4.36K Hold
25
– – 0.06% 53
2026
Q1 		$4.56K Hold
25
– – 0.08% 31
2025
Q4 		$3.23K Sell
25
-1,000
-98% -$135K 0.05% 54
2025
Q3 		$139K Buy
1,025
+1,000
+4,000% +$128K 2% 15
2025
Q2 		$2.98K Hold
25
– – 0.05% 94
2025
Q1 		$3.09K Hold
25
– – 0.06% 61
2024
Q4 		$2.85K Buy
+25
New +$3.18K 0.05% 55

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Spurstone Advisory Services's PSX Position: Q3 2026 in Review

Spurstone Advisory Services held its Phillips 66 (PSX) position steady in Q3 2026 at 25 shares worth $6.61K. The position accounts for 0.09% of the portfolio, ranked #48.

Spurstone Advisory Services first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $139K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Spurstone Advisory Services held 25 shares of Phillips 66 worth $6.61K as of Q3 2026.
  • Spurstone Advisory Services left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.09% of Spurstone Advisory Services's portfolio in Q3 2026, its #48 holding.
  • Spurstone Advisory Services first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • Spurstone Advisory Services's Phillips 66 position peaked at $139K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.