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Titleist Asset Management’s Phillips 66 PSX Stock Holding History

Titleist Asset Management’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 		$231K Buy
+905
New +$207K 0.01% 411
2026
Q2 		– Sell
-1,340
Closed -$244K – 429
2026
Q1 		$244K Buy
+1,340
New +$210K 0.02% 362

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

Titleist Asset Management's PSX Position: Q3 2026 in Review

Titleist Asset Management opened a new position in Phillips 66 (PSX) in Q3 2026: 905 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Titleist Asset Management previously reported a position in PSX as recently as Q1 2026.

Titleist Asset Management first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Titleist Asset Management held 905 shares of Phillips 66 worth $231K as of Q3 2026.
  • Phillips 66 was a new Titleist Asset Management position in Q3 2026.
  • Phillips 66 made up 0.01% of Titleist Asset Management's portfolio in Q3 2026, its #411 holding.
  • Titleist Asset Management first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Titleist Asset Management's Phillips 66 position peaked at $244K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.