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Advisor Resource Council’s Phillips 66 PSX Stock Holding History

Advisor Resource Council’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
-4,121
Closed -$509K – 474
2025
Q1 		$509K Buy
+4,121
New +$508K 0.04% 363
2024
Q1 		– Sell
-3,125
Closed -$416K – 446
2023
Q4 		$416K Buy
+3,125
New +$374K 0.05% 293
2022
Q3 		– Sell
-3,201
Closed -$262K – 405
2022
Q2 		$262K Buy
+3,201
New +$296K 0.02% 399
2022
Q1 		– Sell
-3,603
Closed -$261K – 447
2021
Q4 		$261K Buy
+3,603
New +$272K 0.02% 479
2021
Q3 		– Sell
-5,052
Closed -$434K – 410
2021
Q2 		$434K Buy
+5,052
New +$426K 0.05% 327

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

Advisor Resource Council's PSX Position: Q2 2025 in Review

Advisor Resource Council sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 4,121 shares — an estimated $509K sold.

Advisor Resource Council first reported a position in PSX in Q2 2021 and held it in 5 quarters. The position peaked at $509K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Advisor Resource Council reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 4,121 Phillips 66 shares in Q2 2025, an estimated $509K.
  • Advisor Resource Council first reported a position in Phillips 66 in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's Phillips 66 position peaked at $509K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.