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Austin Private Wealth’s Phillips 66 PSX Stock Holding History

Austin Private Wealth’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 		$426K Buy
3,305
+373
+13% +$50.2K 0.03% 196
2025
Q3 		$399K Sell
2,932
-5
-0.2% -$641 0.03% 208
2025
Q2 		$350K Sell
2,937
-24
-0.8% -$2.69K 0.03% 217
2025
Q1 		$366K Buy
2,961
+12
+0.4% +$1.48K 0.03% 193
2024
Q4 		$336K Buy
2,949
+57
+2% +$7.25K 0.03% 189
2024
Q3 		$380K Buy
2,892
+2
+0.1% +$270 0.04% 173
2024
Q2 		$408K Sell
2,890
-1
-0% -$148 0.04% 142
2024
Q1 		$499K Sell
2,891
-735
-20% -$106K 0.06% 123
2023
Q4 		$483K Sell
3,626
-740
-17% -$88.4K 0.06% 111
2023
Q3 		$525K Sell
4,366
-41
-0.9% -$4.6K 0.08% 89
2023
Q2 		$420K Buy
4,407
+41
+0.9% +$3.99K 0.06% 104
2023
Q1 		$443K Hold
4,366
– – 0.07% 94
2022
Q4 		$454K Hold
4,366
– – 0.08% 92
2022
Q3 		$352K Sell
4,366
-330
-7% -$28.1K 0.07% 84
2022
Q2 		$385K Buy
4,696
+330
+8% +$30.5K 0.09% 81
2022
Q1 		$377K Hold
4,366
– – 0.08% 85
2021
Q4 		$316K Sell
4,366
-103
-2% -$7.79K 0.06% 105
2021
Q3 		$313K Sell
4,469
-296
-6% -$21.4K 0.07% 99
2021
Q2 		$409K Buy
4,765
+32
+0.7% +$2.7K 0.09% 83
2021
Q1 		$386K Buy
4,733
+17
+0.4% +$1.33K 0.1% 73
2020
Q4 		$330K Buy
4,716
+350
+8% +$20.5K 0.1% 76
2020
Q3 		$226K Sell
4,366
-249
-5% -$15.2K 0.08% 84
2020
Q2 		$332K Sell
4,615
-60
-1% -$4.25K 0.14% 56
2020
Q1 		$251K Buy
4,675
+255
+6% +$20.8K 0.15% 58
2019
Q4 		$492K Buy
+4,420
New +$497K 0.26% 39

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

Austin Private Wealth's PSX Position: Q4 2025 in Review

Austin Private Wealth increased its Phillips 66 (PSX) stake by 13% in Q4 2025, buying an estimated $50.2K and bringing the position to 3,305 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #196.

Austin Private Wealth first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $525K in Q3 2023. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Austin Private Wealth held 3,305 shares of Phillips 66 worth $426K as of Q4 2025.
  • Austin Private Wealth bought 373 Phillips 66 shares in Q4 2025, an estimated $50.2K.
  • Phillips 66 made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #196 holding.
  • Austin Private Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's Phillips 66 position peaked at $525K in Q3 2023.
  • 1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.