Bellwether Advisors’s Phillips 66 PSX Stock Holding History

Bellwether Advisors’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	-329	Closed	-$39.3K	–	457
2025 Q2	$39.3K	Hold	329	–	–	0.01%	236
2025 Q1	$40.6K	Hold	329	–	–	0.01%	232
2024 Q4	$37.5K	Buy	+329	New	+$41.9K	0.01%	247
2023 Q2	–	Sell	-329	Closed	-$33.4K	–	343
2023 Q1	$33.4K	Hold	329	–	–	0.01%	212
2022 Q4	$34.2K	Sell	329 -6	-2%	-$614	0.01%	213
2022 Q3	$27K	Buy	335 +10	+3%	+$852	0.01%	200
2022 Q2	$26K	Hold	325	–	–	0.01%	199
2022 Q1	$28K	Sell	325 -923	-74%	-$77.7K	0.01%	231
2021 Q4	$90K	Hold	1,248	–	–	0.03%	159
2021 Q3	$87K	Hold	1,248	–	–	0.03%	175
2021 Q2	$107K	Hold	1,248	–	–	0.04%	150
2021 Q1	$101K	Sell	1,248 -874	-41%	-$68.6K	0.04%	135
2020 Q4	$148K	Buy	+2,122	New	+$125K	0.07%	114

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

Bellwether Advisors's PSX Position: Q3 2025 in Review

Bellwether Advisors sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 329 shares — an estimated $39.3K sold.

Bellwether Advisors first reported a position in PSX in Q4 2020 and held it in 13 quarters. The position peaked at $148K in Q4 2020. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Bellwether Advisors reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 329 Phillips 66 shares in Q3 2025, an estimated $39.3K.
Bellwether Advisors first reported a position in Phillips 66 in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Phillips 66 position peaked at $148K in Q4 2020.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.