VisionPoint Advisory Group’s Phillips 66 PSX Stock Holding History

VisionPoint Advisory Group’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	$222K	Buy	+869	New	+$199K	0.03%	420
2024 Q3	–	Sell	-9,578	Closed	-$1.35M	–	644
2024 Q2	$1.35M	Sell	9,578 -407	-4%	-$60.2K	0.48%	59
2024 Q1	$1.63M	Sell	9,985 -8,258	-45%	-$1.19M	0.59%	43
2023 Q4	$2.43M	Buy	18,243 +305	+2%	+$36.5K	0.9%	28
2023 Q3	$2.16M	Buy	17,938 +349	+2%	+$39.2K	0.92%	23
2023 Q2	$1.68M	Buy	17,589 +986	+6%	+$95.9K	0.69%	42
2023 Q1	$1.53M	Buy	16,603 +2,844	+21%	+$289K	0.68%	40
2022 Q4	$1.49M	Buy	+13,759	New	+$1.41M	0.62%	40
2021 Q3	–	Sell	-5,028	Closed	-$432K	–	108
2021 Q2	$432K	Sell	5,028 -52	-1%	-$4.39K	0.19%	74
2021 Q1	$414K	Sell	5,080 -5,620	-53%	-$441K	0.2%	85
2020 Q4	$748K	Sell	10,700 -2,650	-20%	-$156K	0.38%	59
2020 Q3	$692K	Buy	+13,350	New	+$815K	0.3%	45

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

VisionPoint Advisory Group's PSX Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Phillips 66 (PSX) in Q3 2026: 869 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #420 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in PSX as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in PSX in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.43M in Q4 2023. 725 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

VisionPoint Advisory Group held 869 shares of Phillips 66 worth $222K as of Q3 2026.
Phillips 66 was a new VisionPoint Advisory Group position in Q3 2026.
Phillips 66 made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #420 holding.
VisionPoint Advisory Group first reported a position in Phillips 66 in Q3 2020 and has held it in 12 quarters since.
VisionPoint Advisory Group's Phillips 66 position peaked at $2.43M in Q4 2023.
725 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.