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Vista Investment Partners’s Phillips 66 PSX Stock Holding History

Vista Investment 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 		$789K Sell
3,089
-40
-1% -$9.14K 0.21% 90
2026
Q2 		$529K Sell
3,129
-70
-2% -$12.1K 0.13% 113
2026
Q1 		$583K Buy
3,199
+1
+0% +$157 0.15% 111
2025
Q4 		$413K Hold
3,198
– – 0.11% 123
2025
Q3 		$435K Buy
3,198
+40
+1% +$5.13K 0.12% 115
2025
Q2 		$377K Hold
3,158
– – 0.11% 115
2025
Q1 		$390K Hold
3,158
– – 0.12% 120
2024
Q4 		$360K Buy
3,158
+248
+9% +$31.5K 0.11% 126
2024
Q3 		$383K Hold
2,910
– – 0.12% 119
2024
Q2 		$411K Sell
2,910
-5,407
-65% -$800K 0.14% 111
2024
Q1 		$1.36M Buy
8,317
+1,365
+20% +$197K 0.46% 65
2023
Q4 		$926K Buy
+6,952
New +$831K 0.34% 72

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
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

Vista Investment Partners's PSX Position: Q3 2026 in Review

Vista Investment Partners reduced its Phillips 66 (PSX) stake by 1.3% in Q3 2026, selling an estimated $9.14K and leaving 3,089 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #90.

Vista Investment Partners first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Vista Investment Partners held 3,089 shares of Phillips 66 worth $789K as of Q3 2026.
  • Vista Investment Partners sold 40 Phillips 66 shares in Q3 2026, an estimated $9.14K.
  • Phillips 66 made up 0.21% of Vista Investment Partners's portfolio in Q3 2026, its #90 holding.
  • Vista Investment Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Phillips 66 position peaked at $1.36M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.