Back to PSX
Stack Financial Management, Inc → PSX
Stack Financial Management, Inc PSX Position History
Phillips 66 • Energy
Quarters held
5
Latest value
$55M
Q3 2026
Peak value
$55M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.8M |
| Q4 2025 | $28.1M |
| Q1 2026 | $39.6M |
| Q2 2026 | $36.3M |
| Q3 2026 | $55M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55M | 215.3K | — | — |
| Q2 2026 | $36.3M | 214.8K | — | — |
| Q1 2026 | $39.6M | 217.3K | — | — |
| Q4 2025 | $28.1M | 217.5K | — | — |
| Q3 2025 | $29.8M | 219.3K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B