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Whitener Capital Management’s Phillips 66 PSX Stock Holding History

Whitener Capital 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
2024
Q1 		– Sell
-200
Closed -$26.6K – 157
2023
Q4 		$26.6K Buy
+200
New +$23.9K 0.01% 152

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Whitener Capital Management's PSX Position: Q3 2026 in Review

Whitener Capital Management reduced its Phillips 66 (PSX) stake by 3.2% in Q3 2026, selling an estimated $43.4K and leaving 5,744 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #72.

Whitener Capital Management first reported a position in PSX in Q4 2017 and has held it in 34 quarters since. 378 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Whitener Capital Management held 5,744 shares of Phillips 66 worth $1.47M as of Q3 2026.
  • Whitener Capital Management sold 190 Phillips 66 shares in Q3 2026, an estimated $43.4K.
  • Phillips 66 made up 0.29% of Whitener Capital Management's portfolio in Q3 2026, its #72 holding.
  • Whitener Capital Management first reported a position in Phillips 66 in Q4 2017 and has held it in 34 quarters since.
  • 378 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Whitener Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.