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ARS Investment Partners’s Phillips 66 PSX Stock Holding History

ARS Investment Partners’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
-3,025
Closed -$411K – 210
2025
Q3 		$411K Sell
3,025
-161
-5% -$20.6K 0.03% 130
2025
Q2 		$380K Hold
3,186
– – 0.03% 133
2025
Q1 		$363K Hold
3,186
– – 0.03% 130
2024
Q4 		$363K Buy
3,186
+100
+3% +$12.7K 0.03% 130
2024
Q3 		$406K Hold
3,086
– – 0.04% 121
2024
Q2 		$436K Sell
3,086
-389
-11% -$57.6K 0.04% 110
2024
Q1 		$568K Hold
3,475
– – 0.06% 98
2023
Q4 		$463K Hold
3,475
– – 0.05% 110
2023
Q3 		$418K Hold
3,475
– – 0.05% 103
2023
Q2 		$331K Sell
3,475
-1,375
-28% -$134K 0.04% 124
2023
Q1 		$492K Hold
4,850
– – 0.06% 104
2022
Q4 		$505K Sell
4,850
-14,905
-75% -$1.52M 0.07% 92
2022
Q3 		$1.59M Buy
19,755
+14,905
+307% +$1.27M 0.22% 60
2022
Q2 		$398K Hold
4,850
– – 0.05% 110
2022
Q1 		$419K Buy
+4,850
New +$408K 0.04% 112
2020
Q1 		– Sell
-173,923
Closed -$19.4M – 108
2019
Q4 		$19.4M Buy
173,923
+8,683
+5% +$975K 3.26% 10
2019
Q3 		$16.9M Sell
165,240
-58,745
-26% -$5.89M 3.04% 10
2019
Q2 		$21M Buy
223,985
+37,593
+20% +$3.37M 3.52% 6
2019
Q1 		$17.7M Sell
186,392
-2,782
-1% -$264K 3.21% 9
2018
Q4 		$16.3M Sell
189,174
-3,889
-2% -$380K 3.45% 7
2018
Q3 		$21.8M Buy
193,063
+1,281
+0.7% +$148K 3.37% 9
2018
Q2 		$21.5M Sell
191,782
-63,753
-25% -$7.17M 3.44% 8
2018
Q1 		$24.5M Buy
255,535
+81,669
+47% +$7.95M 3% 7
2017
Q4 		$17.6M Sell
173,866
-1,672
-1% -$159K 2.13% 15
2017
Q3 		$16.1M Sell
175,538
-258
-0.1% -$21.9K 2.07% 15
2017
Q2 		$14.5M Sell
175,796
-1,918
-1% -$151K 2.01% 16
2017
Q1 		$14.1M Sell
177,714
-993
-0.6% -$80K 2.05% 18
2016
Q4 		$15.4M Buy
178,707
+2,084
+1% +$173K 2.38% 12
2016
Q3 		$14.2M Sell
176,623
-2,075
-1% -$161K 3.12% 6
2016
Q2 		$14.2M Sell
178,698
-11,892
-6% -$971K 3.18% 4
2016
Q1 		$16.5M Buy
190,590
+21,672
+13% +$1.76M 3.87% 2
2015
Q4 		$13.8M Sell
168,918
-4,911
-3% -$424K 3.24% 3
2015
Q3 		$13.4M Sell
173,829
-4,144
-2% -$329K 3.06% 4
2015
Q2 		$14.3M Sell
177,973
-9,729
-5% -$773K 2.62% 10
2015
Q1 		$14.8M Sell
187,702
-133,958
-42% -$9.83M 2.74% 8
2014
Q4 		$23.1M Sell
321,660
-17,328
-5% -$1.28M 3.92% 2
2014
Q3 		$27.6M Buy
338,988
+2,580
+0.8% +$215K 4.2% 2
2014
Q2 		$27.1M Sell
336,408
-6,975
-2% -$575K 4.19% 2
2014
Q1 		$26.5M Sell
343,383
-7,534
-2% -$574K 4.67% 2
2013
Q4 		$27.1M Sell
350,917
-78,021
-18% -$5.2M 4.54% 4
2013
Q3 		$24.8M Sell
428,938
-18,006
-4% -$1.04M 4.23% 4
2013
Q2 		$26.3M Buy
+446,944
New +$28.1M 4.63% 3

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ARS Investment Partners's PSX Position: Q4 2025 in Review

ARS Investment Partners sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 3,025 shares — an estimated $411K sold.

ARS Investment Partners first reported a position in PSX in Q2 2013 and held it in 42 quarters. The position peaked at $27.6M in Q3 2014. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • ARS Investment Partners reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • ARS Investment Partners sold 3,025 Phillips 66 shares in Q4 2025, an estimated $411K.
  • ARS Investment Partners first reported a position in Phillips 66 in Q2 2013 and held it in 42 quarters.
  • ARS Investment Partners's Phillips 66 position peaked at $27.6M in Q3 2014.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on ARS Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.