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Alpha DNA Investment Management’s Phillips 66 PSX Stock Holding History

Alpha DNA Investment Management’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 		– Sell
-3,089
Closed -$352K – 137
2024
Q4 		$352K Buy
3,089
+200
+7% +$25.4K 0.13% 180
2024
Q3 		$380K Buy
2,889
+233
+9% +$31.5K 0.14% 185
2024
Q2 		$375K Sell
2,656
-1,877
-41% -$278K 0.15% 175
2024
Q1 		$740K Buy
4,533
+1,232
+37% +$178K 0.27% 84
2023
Q4 		$439K Sell
3,301
-3,622
-52% -$433K 0.17% 148
2023
Q3 		$832K Buy
+6,923
New +$777K 0.34% 55
2021
Q2 		– Sell
-478
Closed -$38K – 511
2021
Q1 		$38K Sell
478
-56
-10% -$4.39K 0.04% 207
2020
Q4 		$37K Buy
+534
New +$31.3K 0.04% 202

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

Alpha DNA Investment Management's PSX Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 3,089 shares — an estimated $352K sold.

Alpha DNA Investment Management first reported a position in PSX in Q4 2020 and held it in 8 quarters. The position peaked at $832K in Q3 2023. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 3,089 Phillips 66 shares in Q1 2025, an estimated $352K.
  • Alpha DNA Investment Management first reported a position in Phillips 66 in Q4 2020 and held it in 8 quarters.
  • Alpha DNA Investment Management's Phillips 66 position peaked at $832K in Q3 2023.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.