Beacon Capital Management LLC (Tennessee)’s Phillips 66 PSX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-874	Closed	-$104K	–	788
2025 Q2	$104K	Buy	874 +36	+4%	+$4.03K	0.01%	199
2025 Q1	$103K	Buy	838 +7	+0.8%	+$863	0.01%	201
2024 Q4	$94.6K	Buy	831 +100	+14%	+$12.7K	0.01%	205
2024 Q3	$96.1K	Buy	731 +246	+51%	+$33.2K	0.01%	201
2024 Q2	$68.5K	Sell	485 -24	-5%	-$3.55K	0.01%	236
2024 Q1	$83.1K	Buy	509 +219	+76%	+$31.6K	0.02%	194
2023 Q4	$34.8K	Hold	290	–	–	0.01%	287
2023 Q3	$27.7K	Hold	290	–	–	0.01%	354
2023 Q2	$27.7K	Sell	290 -29	-9%	-$2.82K	0.01%	354
2023 Q1	$32.3K	Hold	319	–	–	0.01%	287
2022 Q4	$33.2K	Sell	319 -459	-59%	-$47K	0.01%	285
2022 Q3	$63K	Hold	778	–	–	0.02%	186
2022 Q2	$68K	Hold	778	–	–	0.02%	197
2022 Q1	$68K	Buy	+778	New	+$65.5K	0.02%	197

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PSX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 874 shares — an estimated $104K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PSX in Q1 2022 and held it in 14 quarters. The position peaked at $104K in Q2 2025. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 874 Phillips 66 shares in Q3 2025, an estimated $104K.
Beacon Capital Management LLC (Tennessee) first reported a position in Phillips 66 in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Phillips 66 position peaked at $104K in Q2 2025.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.