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Alpine Bank Wealth Management’s Phillips 66 PSX Stock Holding History

Alpine Bank Wealth 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
Q4 		– Sell
-83
Closed -$11.3K – 332
2025
Q3 		$11.3K Hold
83
– – ﹤0.01% 377
2025
Q2 		$9.9K Hold
83
– – ﹤0.01% 378
2025
Q1 		$10.2K Buy
+83
New +$10.2K ﹤0.01% 377
2024
Q3 		$10.9K Buy
+83
New +$11.2K ﹤0.01% 390

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpine Bank Wealth Management's PSX Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 83 shares — an estimated $11.3K sold.

Alpine Bank Wealth Management first reported a position in PSX in Q3 2024 and held it in 4 quarters. The position peaked at $11.3K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 83 Phillips 66 shares in Q4 2025, an estimated $11.3K.
  • Alpine Bank Wealth Management first reported a position in Phillips 66 in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Phillips 66 position peaked at $11.3K in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.