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B&D White Capital Company’s Phillips 66 PSX Stock Holding History

B&D White Capital Company’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
-2,400
Closed -$286K – 96
2025
Q2 		$286K Buy
+2,400
New +$269K 0.04% 70
2023
Q2 		– Sell
-2,432
Closed -$247K – 67
2023
Q1 		$247K Hold
2,432
– – 0.08% 42
2022
Q4 		$253K Buy
+2,432
New +$249K 0.06% 66
2022
Q2 		– Sell
-2,432
Closed -$210K – 65
2022
Q1 		$210K Buy
+2,432
New +$205K 0.07% 60

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

B&D White Capital Company's PSX Position: Q3 2025 in Review

B&D White Capital Company sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 2,400 shares — an estimated $286K sold.

B&D White Capital Company first reported a position in PSX in Q1 2022 and held it in 4 quarters. The position peaked at $286K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • B&D White Capital Company reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • B&D White Capital Company sold 2,400 Phillips 66 shares in Q3 2025, an estimated $286K.
  • B&D White Capital Company first reported a position in Phillips 66 in Q1 2022 and held it in 4 quarters.
  • B&D White Capital Company's Phillips 66 position peaked at $286K in Q2 2025.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.