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Applied Finance Capital Management’s Phillips 66 PSX Stock Holding History

Applied Finance 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
Q2 		– Sell
-10,278
Closed -$1.27M – 356
2025
Q1 		$1.27M Buy
10,278
+839
+9% +$103K 0.09% 93
2024
Q4 		$1.08M Buy
9,439
+1,287
+16% +$164K 0.05% 102
2024
Q3 		$1.07M Buy
8,152
+1,531
+23% +$207K 0.05% 109
2024
Q2 		$935K Buy
+6,621
New +$980K 0.04% 106

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

Applied Finance Capital Management's PSX Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 10,278 shares — an estimated $1.27M sold.

Applied Finance Capital Management first reported a position in PSX in Q2 2024 and held it in 4 quarters. The position peaked at $1.27M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 10,278 Phillips 66 shares in Q2 2025, an estimated $1.27M.
  • Applied Finance Capital Management first reported a position in Phillips 66 in Q2 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Phillips 66 position peaked at $1.27M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.