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Veracity Capital’s Phillips 66 PSX Stock Holding History

Veracity Capital’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
2020
Q2 		– Sell
-2,000
Closed -$107K – 246
2020
Q1 		$107K Buy
+2,000
New +$163K 0.03% 212

Other funds holding PSX

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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

Veracity Capital's PSX Position: Q3 2026 in Review

Veracity Capital reduced its Phillips 66 (PSX) stake by 0.49% in Q3 2026, selling an estimated $5.25K and leaving 4,670 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #54.

Veracity Capital first reported a position in PSX in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.32M in Q3 2023. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Veracity Capital held 4,670 shares of Phillips 66 worth $1.19M as of Q3 2026.
  • Veracity Capital sold 23 Phillips 66 shares in Q3 2026, an estimated $5.25K.
  • Phillips 66 made up 0.32% of Veracity Capital's portfolio in Q3 2026, its #54 holding.
  • Veracity Capital first reported a position in Phillips 66 in Q4 2019 and has held it in 18 quarters since.
  • Veracity Capital's Phillips 66 position peaked at $1.32M in Q3 2023.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.