James T. Borello RIA
PSX icon

James T. Borello RIA’s Phillips 66 PSX Stock Holding History

James T. Borello RIA’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 		$34.5K Hold
135
– – 0.01% 303
2026
Q2 		$22.8K Buy
135
+14
+12% +$2.41K ﹤0.01% 382
2026
Q1 		$22K Buy
121
+28
+30% +$4.39K 0.01% 351
2025
Q4 		$12K Buy
93
+45
+94% +$6.06K ﹤0.01% 368
2025
Q3 		$6.53K Buy
48
+42
+700% +$5.38K ﹤0.01% 388
2025
Q2 		$716 Buy
+6
New +$672 ﹤0.01% 284

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

James T. Borello RIA's PSX Position: Q3 2026 in Review

James T. Borello RIA held its Phillips 66 (PSX) position steady in Q3 2026 at 135 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #303.

James T. Borello RIA first reported a position in PSX in Q2 2025 and has held it in 6 quarters since. 535 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • James T. Borello RIA held 135 shares of Phillips 66 worth $34.5K as of Q3 2026.
  • James T. Borello RIA left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #303 holding.
  • James T. Borello RIA first reported a position in Phillips 66 in Q2 2025 and has held it in 6 quarters since.
  • 535 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.