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Venture Visionary Partners’s Phillips 66 PSX Stock Holding History

Venture Visionary Partners’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 		$20.8M Sell
81,433
-4,000
-5% -$914K 0.54% 38
2026
Q2 		$14.4M Buy
85,433
+4,189
+5% +$721K 0.4% 65
2026
Q1 		$14.8M Sell
81,244
-15,300
-16% -$2.4M 0.49% 52
2025
Q4 		$12.5M Buy
96,544
+17,408
+22% +$2.34M 0.41% 65
2025
Q3 		$10.8M Buy
79,136
+9,585
+14% +$1.23M 0.37% 69
2025
Q2 		$8.3M Sell
69,551
-1,041
-1% -$117K 0.31% 80
2025
Q1 		$8.72M Buy
70,592
+396
+0.6% +$48.8K 0.37% 71
2024
Q4 		$8M Buy
70,196
+2,314
+3% +$294K 0.34% 75
2024
Q3 		$8.92M Sell
67,882
-5,190
-7% -$701K 0.39% 72
2024
Q2 		$10.3M Buy
73,072
+2,999
+4% +$444K 0.47% 52
2024
Q1 		$11.4M Buy
70,073
+378
+0.5% +$54.5K 0.54% 45
2023
Q4 		$9.28M Buy
69,695
+5,268
+8% +$630K 0.49% 51
2023
Q3 		$7.74M Sell
64,427
-9,731
-13% -$1.09M 0.47% 58
2023
Q2 		$7.07M Buy
74,158
+1,040
+1% +$101K 0.42% 65
2023
Q1 		$7.41M Buy
73,118
+10,736
+17% +$1.09M 0.47% 56
2022
Q4 		$6.49M Buy
62,382
+5,931
+11% +$607K 0.47% 56
2022
Q3 		$4.56M Buy
56,451
+13,079
+30% +$1.11M 0.37% 64
2022
Q2 		$3.56M Buy
43,372
+2,757
+7% +$255K 0.27% 85
2022
Q1 		$3.51M Buy
40,615
+16,348
+67% +$1.38M 0.23% 94
2021
Q4 		$1.71M Buy
24,267
+1,465
+6% +$111K 0.11% 155
2021
Q3 		$1.59M Buy
22,802
+4,857
+27% +$352K 0.11% 158
2021
Q2 		$1.55M Buy
17,945
+4,579
+34% +$387K 0.12% 154
2021
Q1 		$1.09M Buy
13,366
+3,165
+31% +$248K 0.09% 186
2020
Q4 		$713K Buy
+10,201
New +$599K 0.08% 190

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners's PSX Position: Q3 2026 in Review

Venture Visionary Partners reduced its Phillips 66 (PSX) stake by 4.7% in Q3 2026, selling an estimated $914K and leaving 81,433 shares worth $20.8M. The position accounts for 0.54% of the portfolio, ranked #38.

Venture Visionary Partners first reported a position in PSX in Q4 2020 and has held it in 24 quarters since. 86 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Venture Visionary Partners held 81,433 shares of Phillips 66 worth $20.8M as of Q3 2026.
  • Venture Visionary Partners sold 4,000 Phillips 66 shares in Q3 2026, an estimated $914K.
  • Phillips 66 made up 0.54% of Venture Visionary Partners's portfolio in Q3 2026, its #38 holding.
  • Venture Visionary Partners first reported a position in Phillips 66 in Q4 2020 and has held it in 24 quarters since.
  • 86 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.