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1620 Investment Advisors’s Phillips 66 PSX Stock Holding History

1620 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
2025
Q2 		– Sell
-46
Closed -$7.3K – 705
2025
Q1 		$7.3K Buy
46
+37
+411% +$4.56K 0.01% 481
2024
Q4 		$1.01K Hold
9
– – ﹤0.01% 632
2024
Q3 		$1.17K Buy
+9
New +$1.22K ﹤0.01% 607

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1620 Investment Advisors's PSX Position: Q2 2025 in Review

1620 Investment Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 46 shares — an estimated $7.3K sold.

1620 Investment Advisors first reported a position in PSX in Q3 2024 and held it in 3 quarters. The position peaked at $7.3K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • 1620 Investment Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 46 Phillips 66 shares in Q2 2025, an estimated $7.3K.
  • 1620 Investment Advisors first reported a position in Phillips 66 in Q3 2024 and held it in 3 quarters.
  • 1620 Investment Advisors's Phillips 66 position peaked at $7.3K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.