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Steph & Co’s Phillips 66 PSX Stock Holding History

Steph & Co’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 		$70.5K Hold
276
– – 0.02% 163
2026
Q2 		$46.7K Sell
276
-55
-17% -$9.47K 0.01% 188
2026
Q1 		$60.3K Sell
331
-60
-15% -$9.4K 0.02% 178
2025
Q4 		$50.5K Hold
391
– – 0.01% 189
2025
Q3 		$53.2K Buy
391
+115
+42% +$14.7K 0.02% 187
2025
Q2 		$32.9K Hold
276
– – 0.01% 216
2025
Q1 		$34.1K Hold
276
– – 0.01% 186
2024
Q4 		$31.4K Hold
276
– – 0.01% 195
2024
Q3 		$36.3K Hold
276
– – 0.01% 189
2024
Q2 		$39K Buy
+276
New +$40.9K 0.01% 182
2023
Q4 		– Sell
-158
Closed -$19K – 287
2023
Q3 		$19K Buy
+158
New +$17.7K 0.01% 205

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

Steph & Co's PSX Position: Q3 2026 in Review

Steph & Co held its Phillips 66 (PSX) position steady in Q3 2026 at 276 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #163.

Steph & Co first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Steph & Co held 276 shares of Phillips 66 worth $70.5K as of Q3 2026.
  • Steph & Co left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.02% of Steph & Co's portfolio in Q3 2026, its #163 holding.
  • Steph & Co first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.