WPC
PSX icon

Wedmont Private Capital’s Phillips 66 PSX Stock Holding History

Wedmont Private 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
2026
Q3 		$4.24M Buy
15,064
+2,170
+17% +$496K 0.1% 117
2026
Q2 		$2.43M Buy
12,894
+175
+1% +$30.1K 0.07% 157
2026
Q1 		$2.14M Buy
12,719
+1,034
+9% +$162K 0.07% 157
2025
Q4 		$1.61M Sell
11,685
-201
-2% -$27.1K 0.06% 193
2025
Q3 		$1.57M Buy
11,886
+452
+4% +$57.9K 0.06% 198
2025
Q2 		$1.49M Buy
11,434
+4,853
+74% +$544K 0.06% 195
2025
Q1 		$641K Sell
6,581
-275
-4% -$33.9K 0.03% 322
2024
Q4 		$781K Buy
6,856
+847
+14% +$108K 0.04% 278
2024
Q3 		$832K Sell
6,009
-1,285
-18% -$174K 0.05% 236
2024
Q2 		$1.01M Buy
7,294
+2,341
+47% +$347K 0.06% 194
2024
Q1 		$819K Buy
4,953
+831
+20% +$120K 0.06% 215
2023
Q4 		$552K Buy
4,122
+983
+31% +$117K 0.05% 282
2023
Q3 		$349K Buy
3,139
+270
+9% +$30.3K 0.04% 335
2023
Q2 		$288K Sell
2,869
-877
-23% -$85.3K 0.03% 384
2023
Q1 		$393K Buy
3,746
+1,066
+40% +$108K 0.05% 267
2022
Q4 		$283K Buy
+2,680
New +$274K 0.04% 345

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
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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's PSX Position: Q3 2026 in Review

Wedmont Private Capital increased its Phillips 66 (PSX) stake by 17% in Q3 2026, buying an estimated $496K and bringing the position to 15,064 shares worth $4.24M. The position accounts for 0.1% of the portfolio, ranked #117.

Wedmont Private Capital first reported a position in PSX in Q4 2022 and has held it in 16 quarters since. 113 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Wedmont Private Capital held 15,064 shares of Phillips 66 worth $4.24M as of Q3 2026.
  • Wedmont Private Capital bought 2,170 Phillips 66 shares in Q3 2026, an estimated $496K.
  • Phillips 66 made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #117 holding.
  • Wedmont Private Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 16 quarters since.
  • 113 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.