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Archford Capital Strategies’s Phillips 66 PSX Stock Holding History

Archford Capital Strategies’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
-1,750
Closed -$209K – 339
2025
Q2 		$209K Buy
+1,750
New +$196K 0.03% 309
2019
Q3 		– Sell
-472
Closed -$44K – 441
2019
Q2 		$44K Hold
472
– – 0.02% 289
2019
Q1 		$45K Hold
472
– – 0.02% 280
2018
Q4 		$41K Hold
472
– – 0.02% 275
2018
Q3 		$53K Buy
472
+94
+25% +$10.9K 0.02% 291
2018
Q2 		$42K Sell
378
-100
-21% -$11.2K 0.01% 306
2018
Q1 		$48K Buy
+478
New +$46.5K 0.02% 212
2017
Q2 		– Sell
-1,128
Closed -$89K – 518
2017
Q1 		$89K Hold
1,128
– – 0.03% 251
2016
Q4 		$97K Hold
1,128
– – 0.04% 209
2016
Q3 		$90K Hold
1,128
– – 0.04% 221
2016
Q2 		$89K Buy
+1,128
New +$92.1K 0.05% 209
2016
Q1 		– Sell
-378
Closed -$31K – 490
2015
Q4 		$31K Hold
378
– – 0.01% 316
2015
Q3 		$29K Hold
378
– – 0.02% 235
2015
Q2 		$30K Hold
378
– – 0.02% 233
2015
Q1 		$29.7K Sell
378
-16
-4% -$1.17K 0.02% 243
2014
Q4 		$28K Buy
394
+16
+4% +$1.18K 0.02% 258
2014
Q3 		$31K Hold
378
– – 0.02% 248
2014
Q2 		$30.4K Hold
378
– – 0.02% 264
2014
Q1 		$29.1K Buy
+378
New +$28.8K 0.02% 277

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

Archford Capital Strategies's PSX Position: Q3 2025 in Review

Archford Capital Strategies sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,750 shares — an estimated $209K sold.

Archford Capital Strategies first reported a position in PSX in Q1 2014 and held it in 19 quarters. The position peaked at $209K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Archford Capital Strategies reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Archford Capital Strategies sold 1,750 Phillips 66 shares in Q3 2025, an estimated $209K.
  • Archford Capital Strategies first reported a position in Phillips 66 in Q1 2014 and held it in 19 quarters.
  • Archford Capital Strategies's Phillips 66 position peaked at $209K in Q2 2025.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Archford Capital Strategies's 13F filing for Q3 2025, filed 17 Oct 2025.