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YHB Investment Advisors’s Phillips 66 PSX Stock Holding History

YHB Investment Advisors’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 		$3.53M Sell
13,829
-542
-4% -$124K 0.22% 99
2026
Q2 		$2.43M Buy
14,371
+36
+0.3% +$6.2K 0.16% 116
2026
Q1 		$2.61M Buy
14,335
+152
+1% +$23.8K 0.19% 111
2025
Q4 		$1.83M Buy
14,183
+215
+2% +$28.9K 0.13% 131
2025
Q3 		$1.9M Buy
13,968
+496
+4% +$63.5K 0.14% 123
2025
Q2 		$1.61M Buy
13,472
+307
+2% +$34.4K 0.12% 132
2025
Q1 		$1.63M Buy
13,165
+273
+2% +$33.6K 0.14% 133
2024
Q4 		$1.47M Sell
12,892
-272
-2% -$34.6K 0.12% 135
2024
Q3 		$1.73M Sell
13,164
-486
-4% -$65.6K 0.14% 130
2024
Q2 		$1.93M Buy
13,650
+351
+3% +$52K 0.17% 122
2024
Q1 		$2.17M Buy
13,299
+485
+4% +$69.9K 0.19% 109
2023
Q4 		$1.71M Buy
12,814
+91
+0.7% +$10.9K 0.17% 121
2023
Q3 		$1.53M Sell
12,723
-268
-2% -$30.1K 0.14% 130
2023
Q2 		$1.24M Buy
12,991
+265
+2% +$25.8K 0.12% 142
2023
Q1 		$1.29M Buy
12,726
+18
+0.1% +$1.83K 0.13% 136
2022
Q4 		$1.32M Buy
12,708
+49
+0.4% +$5.01K 0.14% 129
2022
Q3 		$1.02M Buy
12,659
+845
+7% +$72K 0.11% 140
2022
Q2 		$969K Buy
11,814
+1,470
+14% +$136K 0.1% 151
2022
Q1 		$894K Sell
10,344
-152
-1% -$12.8K 0.08% 164
2021
Q4 		$761K Buy
10,496
+559
+6% +$42.3K 0.06% 180
2021
Q3 		$696K Buy
9,937
+783
+9% +$56.7K 0.06% 183
2021
Q2 		$786K Buy
9,154
+540
+6% +$45.6K 0.07% 183
2021
Q1 		$678K Sell
8,614
-590
-6% -$46.3K 0.06% 185
2020
Q4 		$644K Sell
9,204
-65
-0.7% -$3.82K 0.06% 181
2020
Q3 		$481K Sell
9,269
-670
-7% -$40.9K 0.05% 191
2020
Q2 		$715K Buy
9,939
+3,825
+63% +$271K 0.1% 119
2020
Q1 		$328K Sell
6,114
-580
-9% -$47.2K 0.06% 137
2019
Q4 		$746K Buy
6,694
+290
+5% +$32.6K 0.11% 120
2019
Q3 		$656K Buy
6,404
+200
+3% +$20K 0.1% 127
2019
Q2 		$580K Buy
6,204
+95
+2% +$8.52K 0.09% 130
2019
Q1 		$581K Buy
6,109
+1,315
+27% +$125K 0.09% 134
2018
Q4 		$413K Buy
4,794
+1,120
+30% +$109K 0.07% 134
2018
Q3 		$414K Buy
3,674
+935
+34% +$108K 0.06% 143
2018
Q2 		$308K Buy
+2,739
New +$308K 0.05% 157

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

YHB Investment Advisors's PSX Position: Q3 2026 in Review

YHB Investment Advisors reduced its Phillips 66 (PSX) stake by 3.8% in Q3 2026, selling an estimated $124K and leaving 13,829 shares worth $3.53M. The position accounts for 0.22% of the portfolio, ranked #99.

YHB Investment Advisors first reported a position in PSX in Q2 2018 and has held it in 34 quarters since. 101 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • YHB Investment Advisors held 13,829 shares of Phillips 66 worth $3.53M as of Q3 2026.
  • YHB Investment Advisors sold 542 Phillips 66 shares in Q3 2026, an estimated $124K.
  • Phillips 66 made up 0.22% of YHB Investment Advisors's portfolio in Q3 2026, its #99 holding.
  • YHB Investment Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 34 quarters since.
  • 101 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

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