Stiles Financial Services
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Stiles Financial Services’s Phillips 66 PSX Stock Holding History

Stiles Financial 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 		$635K Buy
2,486
+5
+0.2% +$1.14K 0.16% 111
2026
Q2 		$419K Sell
2,481
-234
-9% -$40.3K 0.11% 135
2026
Q1 		$495K Sell
2,715
-91
-3% -$14.3K 0.15% 121
2025
Q4 		$362K Buy
2,806
+13
+0.5% +$1.75K 0.11% 136
2025
Q3 		$380K Sell
2,793
-142
-5% -$18.2K 0.12% 134
2025
Q2 		$350K Buy
2,935
+68
+2% +$7.62K 0.12% 134
2025
Q1 		$354K Buy
2,867
+13
+0.5% +$1.6K 0.14% 127
2024
Q4 		$325K Buy
2,854
+15
+0.5% +$1.91K 0.12% 139
2024
Q3 		$373K Buy
2,839
+11
+0.4% +$1.48K 0.13% 134
2024
Q2 		$399K Sell
2,828
-43
-1% -$6.36K 0.15% 118
2024
Q1 		$459K Buy
2,871
+14
+0.5% +$2.02K 0.18% 111
2023
Q4 		$380K Buy
2,857
+119
+4% +$14.2K 0.17% 117
2023
Q3 		$329K Buy
2,738
+19
+0.7% +$2.13K 0.17% 125
2023
Q2 		$259K Buy
2,719
+53
+2% +$5.15K 0.13% 157
2023
Q1 		$270K Buy
2,666
+19
+0.7% +$1.93K 0.15% 149
2022
Q4 		$275K Sell
2,647
-260
-9% -$26.6K 0.16% 144
2022
Q3 		$235K Sell
2,907
-26
-0.9% -$2.22K 0.14% 144
2022
Q2 		$240K Buy
2,933
+18
+0.6% +$1.66K 0.14% 140
2022
Q1 		$252K Sell
2,915
-229
-7% -$19.3K 0.13% 154
2021
Q4 		$228K Buy
+3,144
New +$238K 0.11% 162

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Stiles Financial Services's PSX Position: Q3 2026 in Review

Stiles Financial Services increased its Phillips 66 (PSX) stake by 0.2% in Q3 2026, buying an estimated $1.14K and bringing the position to 2,486 shares worth $635K. The position accounts for 0.16% of the portfolio, ranked #111.

Stiles Financial Services first reported a position in PSX in Q4 2021 and has held it in 20 quarters since. 1,366 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Stiles Financial Services held 2,486 shares of Phillips 66 worth $635K as of Q3 2026.
  • Stiles Financial Services bought 5 Phillips 66 shares in Q3 2026, an estimated $1.14K.
  • Phillips 66 made up 0.16% of Stiles Financial Services's portfolio in Q3 2026, its #111 holding.
  • Stiles Financial Services first reported a position in Phillips 66 in Q4 2021 and has held it in 20 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.