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Adero Partners’s Phillips 66 PSX Stock Holding History

Adero Partners’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
Q1 		$251K Buy
2,032
+132
+7% +$16.3K 0.02% 207
2024
Q4 		$216K Buy
1,900
+68
+4% +$8.65K 0.01% 223
2024
Q3 		$241K Buy
1,832
+63
+4% +$8.51K 0.02% 197
2024
Q2 		$250K Buy
1,769
+153
+9% +$22.6K 0.02% 176
2024
Q1 		$264K Buy
+1,616
New +$233K 0.02% 165
2020
Q1 		– Sell
-1,805
Closed -$201K – 82
2019
Q4 		$201K Buy
+1,805
New +$203K 0.23% 73

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

Adero Partners's PSX Position: Q1 2025 in Review

Adero Partners increased its Phillips 66 (PSX) stake by 6.9% in Q1 2025, buying an estimated $16.3K and bringing the position to 2,032 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #207.

Adero Partners first reported a position in PSX in Q4 2019 and has held it in 6 quarters since. The position peaked at $264K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Adero Partners held 2,032 shares of Phillips 66 worth $251K as of Q1 2025.
  • Adero Partners bought 132 Phillips 66 shares in Q1 2025, an estimated $16.3K.
  • Phillips 66 made up 0.02% of Adero Partners's portfolio in Q1 2025, its #207 holding.
  • Adero Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 6 quarters since.
  • Adero Partners's Phillips 66 position peaked at $264K in Q1 2024.
  • 1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.