Verity & Verity
PSX icon

Verity & Verity’s Phillips 66 PSX Stock Holding History

Verity & Verity’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 		$18.6M Sell
72,722
-39,309
-35% -$8.98M 1.24% 38
2026
Q2 		$18.9M Sell
112,031
-543
-0.5% -$93.5K 1.3% 38
2026
Q1 		$20.5M Buy
112,574
+3,629
+3% +$569K 1.53% 31
2025
Q4 		$14.1M Buy
108,945
+720
+0.7% +$96.9K 1.09% 45
2025
Q3 		$14.7M Buy
108,225
+2,122
+2% +$272K 1.18% 43
2025
Q2 		$12.7M Buy
106,103
+1,481
+1% +$166K 1.09% 43
2025
Q1 		$12.9M Buy
104,622
+14,362
+16% +$1.77M 1.13% 43
2024
Q4 		$10.3M Buy
90,260
+22,719
+34% +$2.89M 0.94% 46
2024
Q3 		$8.88M Buy
67,541
+2,416
+4% +$326K 0.87% 50
2024
Q2 		$9.19M Buy
65,125
+2,027
+3% +$300K 1% 50
2024
Q1 		$10.3M Sell
63,098
-2,396
-4% -$345K 1.15% 43
2023
Q4 		$8.72M Buy
65,494
+6,286
+11% +$751K 1% 42
2023
Q3 		$7.11M Buy
+59,208
New +$6.65M 0.89% 49

Other funds holding PSX

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Verity & Verity's PSX Position: Q3 2026 in Review

Verity & Verity reduced its Phillips 66 (PSX) stake by 35% in Q3 2026, selling an estimated $8.98M and leaving 72,722 shares worth $18.6M. The position accounts for 1.24% of the portfolio, ranked #38.

Verity & Verity first reported a position in PSX in Q3 2023 and has held it in 13 quarters since. The position peaked at $20.5M in Q1 2026. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Verity & Verity held 72,722 shares of Phillips 66 worth $18.6M as of Q3 2026.
  • Verity & Verity sold 39,309 Phillips 66 shares in Q3 2026, an estimated $8.98M.
  • Phillips 66 made up 1.24% of Verity & Verity's portfolio in Q3 2026, its #38 holding.
  • Verity & Verity first reported a position in Phillips 66 in Q3 2023 and has held it in 13 quarters since.
  • Verity & Verity's Phillips 66 position peaked at $20.5M in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.