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AlphaStar Capital Management’s Phillips 66 PSX Stock Holding History

AlphaStar Capital 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
Q3 		– Sell
-7,067
Closed -$843K – 320
2025
Q2 		$843K Buy
+7,067
New +$792K 0.06% 187
2024
Q4 		– Sell
-5,680
Closed -$747K – 333
2024
Q3 		$747K Sell
5,680
-1,396
-20% -$188K 0.06% 188
2024
Q2 		$999K Sell
7,076
-1,032
-13% -$153K 0.09% 135
2024
Q1 		$1.32M Sell
8,108
-3,015
-27% -$434K 0.14% 97
2023
Q4 		$1.48M Sell
11,123
-2,757
-20% -$330K 0.14% 85
2023
Q3 		$1.67M Sell
13,880
-2,410
-15% -$270K 0.21% 65
2023
Q2 		$1.55M Buy
16,290
+292
+2% +$28.4K 0.18% 86
2023
Q1 		$1.62M Buy
15,998
+1,680
+12% +$171K 0.14% 104
2022
Q4 		$1.49M Buy
14,318
+1,237
+9% +$127K 0.15% 109
2022
Q3 		$1.06M Buy
13,081
+877
+7% +$74.7K 0.11% 123
2022
Q2 		$1M Buy
12,204
+2,470
+25% +$229K 0.09% 153
2022
Q1 		$841K Buy
+9,734
New +$819K 0.07% 192
2018
Q4 		– Sell
-2,040
Closed -$230K – 233
2018
Q3 		$230K Sell
2,040
-177
-8% -$20.5K 0.07% 204
2018
Q2 		$249K Buy
+2,217
New +$249K 0.08% 209

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
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

AlphaStar Capital Management's PSX Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 7,067 shares — an estimated $843K sold.

AlphaStar Capital Management first reported a position in PSX in Q2 2018 and held it in 14 quarters. The position peaked at $1.67M in Q3 2023. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • AlphaStar Capital Management reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 7,067 Phillips 66 shares in Q3 2025, an estimated $843K.
  • AlphaStar Capital Management first reported a position in Phillips 66 in Q2 2018 and held it in 14 quarters.
  • AlphaStar Capital Management's Phillips 66 position peaked at $1.67M in Q3 2023.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.