William B. Walkup & Associates’s Phillips 66 PSX Stock Holding History

William B. Walkup & Associates’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	$3.99M	Sell	15,617 -175	-1%	-$40K	1.82%	17
2026 Q2	$2.67M	Buy	15,792 +130	+0.8%	+$22.4K	1.29%	22
2026 Q1	$1.93M	Sell	15,662 -115	-0.7%	-$18K	1.15%	24
2025 Q4	$2.04M	Buy	15,777 +16	+0.1%	+$2.15K	1.11%	27
2025 Q3	$2.14M	Buy	15,761 +99	+0.6%	+$12.7K	1.15%	26
2025 Q2	$1.87M	Hold	15,662	–	–	1.1%	26
2025 Q1	$1.93M	Buy	15,662 +628	+4%	+$77.4K	1.18%	23
2024 Q4	$1.71M	Hold	15,034	–	–	1.08%	26
2024 Q3	$1.98M	Hold	15,034	–	–	1.22%	24
2024 Q2	$2.12M	Buy	+15,034	New	+$2.23M	1.39%	21

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

William B. Walkup & Associates's PSX Position: Q3 2026 in Review

William B. Walkup & Associates reduced its Phillips 66 (PSX) stake by 1.1% in Q3 2026, selling an estimated $40K and leaving 15,617 shares worth $3.99M. The position accounts for 1.82% of the portfolio, ranked #17.

William B. Walkup & Associates first reported a position in PSX in Q2 2024 and has held it in 10 quarters since. 1,448 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

William B. Walkup & Associates held 15,617 shares of Phillips 66 worth $3.99M as of Q3 2026.
William B. Walkup & Associates sold 175 Phillips 66 shares in Q3 2026, an estimated $40K.
Phillips 66 made up 1.82% of William B. Walkup & Associates's portfolio in Q3 2026, its #17 holding.
William B. Walkup & Associates first reported a position in Phillips 66 in Q2 2024 and has held it in 10 quarters since.
1,448 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.