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Sunburst Financial Group’s Phillips 66 PSX Stock Holding History

Sunburst Financial Group’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 		$285K Buy
+1,116
New +$255K 0.05% 113
2026
Q2 		– Sell
-1,100
Closed -$200K – 141
2026
Q1 		$200K Buy
+1,100
New +$172K 0.04% 129
2024
Q1 		– Sell
-1,503
Closed -$200K – 110
2023
Q4 		$200K Buy
+1,503
New +$180K 0.06% 103

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

Sunburst Financial Group's PSX Position: Q3 2026 in Review

Sunburst Financial Group opened a new position in Phillips 66 (PSX) in Q3 2026: 1,116 shares worth $285K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sunburst Financial Group previously reported a position in PSX as recently as Q1 2026.

Sunburst Financial Group first reported a position in PSX in Q4 2023 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Sunburst Financial Group held 1,116 shares of Phillips 66 worth $285K as of Q3 2026.
  • Phillips 66 was a new Sunburst Financial Group position in Q3 2026.
  • Phillips 66 made up 0.05% of Sunburst Financial Group's portfolio in Q3 2026, its #113 holding.
  • Sunburst Financial Group first reported a position in Phillips 66 in Q4 2023 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.