American Alpha Advisors’s Phillips 66 PSX Stock Holding History

American Alpha Advisors’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	-1,814	Closed	-$247K	–	98
2025 Q3	$247K	Sell	1,814 -128	-7%	-$16.4K	0.17%	83
2025 Q2	$232K	Buy	+1,942	New	+$218K	0.18%	77

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Alpha Advisors's PSX Position: Q4 2025 in Review

American Alpha Advisors sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,814 shares — an estimated $247K sold.

American Alpha Advisors first reported a position in PSX in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

American Alpha Advisors reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
American Alpha Advisors sold 1,814 Phillips 66 shares in Q4 2025, an estimated $247K.
American Alpha Advisors first reported a position in Phillips 66 in Q2 2025 and held it in 2 quarters.
American Alpha Advisors's Phillips 66 position peaked at $247K in Q3 2025.
1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on American Alpha Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.