Vertrix Wealth Management’s Phillips 66 PSX Stock Holding History

Vertrix Wealth Management’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	$217K	Buy	+850	New	+$194K	0.07%	95

Other funds holding PSX

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Vertrix Wealth Management's PSX Position: Q3 2026 in Review

Vertrix Wealth Management opened a new position in Phillips 66 (PSX) in Q3 2026: 850 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

547 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Vertrix Wealth Management held 850 shares of Phillips 66 worth $217K as of Q3 2026.
Phillips 66 was a new Vertrix Wealth Management position in Q3 2026.
Phillips 66 made up 0.07% of Vertrix Wealth Management's portfolio in Q3 2026, its #95 holding.
547 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Vertrix Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.