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Stolper & Co’s Phillips 66 PSX Stock Holding History

Stolper & 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 		$8.49M Sell
33,253
-15,356
-32% -$3.51M 2.19% 18
2026
Q2 		$8.22M Buy
48,609
+4,908
+11% +$845K 2.12% 18
2026
Q1 		$509K Sell
43,701
-2,463
-5% -$386K 0.14% 81
2025
Q4 		$5.96M Buy
46,164
+596
+1% +$80.2K 1.75% 20
2025
Q3 		$6.2M Sell
45,568
-67
-0.1% -$8.58K 1.88% 20
2025
Q2 		$5.44M Sell
45,635
-512
-1% -$57.4K 1.79% 19
2025
Q1 		$5.7M Sell
46,147
-137
-0.3% -$16.9K 1.87% 21
2024
Q4 		$5.27M Buy
46,284
+695
+2% +$88.4K 1.76% 21
2024
Q3 		$5.99M Buy
45,589
+5
+0% +$675 1.96% 21
2024
Q2 		$6.44M Buy
45,584
+761
+2% +$113K 2.27% 16
2024
Q1 		$7.32M Sell
44,823
-96
-0.2% -$13.8K 2.64% 8
2023
Q4 		$5.98M Buy
44,919
+103
+0.2% +$12.3K 2.41% 15
2023
Q3 		$5.38M Buy
44,816
+151
+0.3% +$16.9K 2.33% 14
2023
Q2 		$4.26M Sell
44,665
-179
-0.4% -$17.4K 1.79% 23
2023
Q1 		$4.55M Buy
44,844
+111
+0.2% +$11.3K 1.95% 21
2022
Q4 		$4.66M Buy
44,733
+2,752
+7% +$281K 2.04% 22
2022
Q3 		$3.39M Buy
41,981
+546
+1% +$46.5K 1.67% 23
2022
Q2 		$3.4M Buy
41,435
+121
+0.3% +$11.2K 1.59% 23
2022
Q1 		$3.57M Buy
41,314
+4,993
+14% +$420K 1.51% 22
2021
Q4 		$2.63M Sell
36,321
-4,391
-11% -$332K 1.17% 28
2021
Q3 		$2.85M Buy
40,712
+136
+0.3% +$9.8K 1.36% 27
2021
Q2 		$3.48M Buy
40,576
+613
+2% +$51.7K 1.64% 25
2021
Q1 		$3.26M Buy
39,963
+97
+0.2% +$7.61K 1.68% 24
2020
Q4 		$2.79M Buy
39,866
+9,232
+30% +$542K 1.56% 25
2020
Q3 		$1.59M Sell
30,634
-11,198
-27% -$683K 1.03% 30
2020
Q2 		$3.01M Sell
41,832
-658
-2% -$46.6K 1.96% 19
2020
Q1 		$2.28M Buy
+42,490
New +$3.46M 1.64% 20

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

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

Stolper & Co reduced its Phillips 66 (PSX) stake by 32% in Q3 2026, selling an estimated $3.51M and leaving 33,253 shares worth $8.49M. The position accounts for 2.19% of the portfolio, ranked #18.

Stolper & Co first reported a position in PSX in Q1 2020 and has held it in 27 quarters since. 453 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Stolper & Co held 33,253 shares of Phillips 66 worth $8.49M as of Q3 2026.
  • Stolper & Co sold 15,356 Phillips 66 shares in Q3 2026, an estimated $3.51M.
  • Phillips 66 made up 2.19% of Stolper & Co's portfolio in Q3 2026, its #18 holding.
  • Stolper & Co first reported a position in Phillips 66 in Q1 2020 and has held it in 27 quarters since.
  • 453 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

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