Toth Financial Advisory’s Phillips 66 PSX Stock Holding History

Toth Financial Advisory’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	$174K	Hold	682	–	–	0.02%	242
2026 Q2	$115K	Sell	682 -1	-0.1%	-$172	0.01%	281
2026 Q1	$124K	Hold	683	–	–	0.01%	258
2025 Q4	$88.1K	Buy	683 +1	+0.1%	+$135	0.01%	275
2025 Q3	$92.8K	Hold	682	–	–	0.01%	277
2025 Q2	$81.4K	Hold	682	–	–	0.01%	264
2025 Q1	$84.2K	Hold	682	–	–	0.01%	252
2024 Q4	$77.7K	Hold	682	–	–	0.01%	260
2024 Q3	$89.7K	Hold	682	–	–	0.01%	239
2024 Q2	$96.3K	Hold	682	–	–	0.01%	245
2024 Q1	$111K	Hold	682	–	–	0.01%	230
2023 Q4	$90.8K	Hold	682	–	–	0.01%	245
2023 Q3	$81.9K	Hold	682	–	–	0.01%	228
2023 Q2	$65.1K	Sell	682 -13	-2%	-$1.26K	0.01%	250
2023 Q1	$70.5K	Buy	695 +13	+2%	+$1.32K	0.01%	249
2022 Q4	$71K	Hold	682	–	–	0.01%	247
2022 Q3	$55K	Sell	682 -14	-2%	-$1.19K	0.01%	264
2022 Q2	$57K	Buy	696 +14	+2%	+$1.29K	0.01%	253
2022 Q1	$59K	Hold	682	–	–	0.01%	273
2021 Q4	$49K	Hold	682	–	–	0.01%	301
2021 Q3	$48K	Hold	682	–	–	0.01%	315
2021 Q2	$59K	Hold	682	–	–	0.01%	273
2021 Q1	$56K	Hold	682	–	–	0.01%	288
2020 Q4	$48K	Hold	682	–	–	0.01%	260
2020 Q3	$35K	Hold	682	–	–	0.01%	260
2020 Q2	$49K	Sell	682 -24	-3%	-$1.7K	0.01%	229
2020 Q1	$38K	Hold	706	–	–	0.01%	192
2019 Q4	$79K	Hold	706	–	–	0.02%	189
2019 Q3	$72K	Hold	706	–	–	0.02%	205
2019 Q2	$66K	Buy	706 +8	+1%	+$718	0.01%	208
2019 Q1	$66K	Buy	698 +6	+0.9%	+$570	0.02%	197
2018 Q4	$60K	Buy	692 +5	+0.7%	+$489	0.02%	173
2018 Q3	$77K	Buy	687 +5	+0.7%	+$578	0.02%	192
2018 Q2	$77K	Buy	682 +5	+0.7%	+$562	0.02%	191
2018 Q1	$65K	Buy	677 +5	+0.7%	+$487	0.02%	199
2017 Q4	$68K	Buy	+672	New	+$63.9K	0.02%	196

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

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

Toth Financial Advisory's PSX Position: Q3 2026 in Review

Toth Financial Advisory held its Phillips 66 (PSX) position steady in Q3 2026 at 682 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #242.

Toth Financial Advisory first reported a position in PSX in Q4 2017 and has held it in 36 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Toth Financial Advisory held 682 shares of Phillips 66 worth $174K as of Q3 2026.
Toth Financial Advisory left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #242 holding.
Toth Financial Advisory first reported a position in Phillips 66 in Q4 2017 and has held it in 36 quarters since.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.