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Valley Wealth Managers’s Phillips 66 PSX Stock Holding History

Valley Wealth Managers’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 		$128K Hold
500
– – 0.01% 189
2026
Q2 		$84.5K Hold
500
– – ﹤0.01% 199
2026
Q1 		$91.1K Hold
500
– – 0.01% 187
2025
Q4 		$64.5K Hold
500
– – ﹤0.01% 205
2025
Q3 		$68K Buy
500
+400
+400% +$51.2K ﹤0.01% 194
2025
Q2 		$11.9K Sell
100
-75
-43% -$8.4K ﹤0.01% 238
2025
Q1 		$21.6K Hold
175
– – ﹤0.01% 244
2024
Q4 		$19.9K Hold
175
– – ﹤0.01% 261
2024
Q3 		$23K Buy
175
+75
+75% +$10.1K ﹤0.01% 262
2024
Q2 		$14.1K Hold
100
– – ﹤0.01% 278
2024
Q1 		$16.3K Sell
100
-75
-43% -$10.8K ﹤0.01% 251
2023
Q4 		$23.3K Hold
175
– – ﹤0.01% 241
2023
Q3 		$21K Hold
175
– – ﹤0.01% 252
2023
Q2 		$16.7K Hold
175
– – ﹤0.01% 256
2023
Q1 		$17.7K Sell
175
-25
-13% -$2.54K ﹤0.01% 262
2022
Q4 		$20.8K Sell
200
-125
-38% -$12.8K ﹤0.01% 265
2022
Q3 		$26K Buy
325
+125
+63% +$10.7K ﹤0.01% 274
2022
Q2 		$16K Buy
+200
New +$18.5K ﹤0.01% 307
2018
Q4 		– Sell
-13,142
Closed -$1.48M – 172
2018
Q3 		$1.48M Buy
+13,142
New +$1.52M 0.18% 81
2017
Q3 		– Sell
-2,918
Closed -$241K – 128
2017
Q2 		$241K Sell
2,918
-2,163
-43% -$170K 0.03% 118
2017
Q1 		$403K Sell
5,081
-2,549
-33% -$205K 0.05% 108
2016
Q4 		$659K Sell
7,630
-1,124
-13% -$93.4K 0.09% 97
2016
Q3 		$705K Buy
8,754
+1,060
+14% +$82.4K 0.1% 95
2016
Q2 		$611K Buy
7,694
+3,486
+83% +$285K 0.09% 95
2016
Q1 		$364K Buy
+4,208
New +$342K 0.06% 90
2014
Q4 		– Sell
-2,650
Closed -$215K – 110
2014
Q3 		$215K Buy
+2,650
New +$221K 0.04% 99
2013
Q3 		– Sell
-46,004
Closed -$2.71M – 104
2013
Q2 		$2.71M Buy
+46,004
New +$2.89M 0.61% 46

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

Valley Wealth Managers's PSX Position: Q3 2026 in Review

Valley Wealth Managers held its Phillips 66 (PSX) position steady in Q3 2026 at 500 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #189.

Valley Wealth Managers first reported a position in PSX in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.71M in Q2 2013. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Valley Wealth Managers held 500 shares of Phillips 66 worth $128K as of Q3 2026.
  • Valley Wealth Managers left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #189 holding.
  • Valley Wealth Managers first reported a position in Phillips 66 in Q2 2013 and has held it in 27 quarters since.
  • Valley Wealth Managers's Phillips 66 position peaked at $2.71M in Q2 2013.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.