Border to Coast Pensions Partnership’s Phillips 66 PSX Stock Holding History

Border to Coast Pensions Partnership’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 Q2	–	Sell	-149,162	Closed	-$18.4M	–	85
2025 Q1	$18.4M	Hold	149,162	–	–	0.38%	70
2024 Q4	$17M	Hold	149,162	–	–	0.33%	72
2024 Q3	$19.6M	Hold	149,162	–	–	0.4%	69
2024 Q2	$21.1M	Sell	149,162 -5,312	-3%	-$786K	0.5%	66
2024 Q1	$25.2M	Hold	154,474	–	–	0.56%	63
2023 Q4	$20.6M	Hold	154,474	–	–	0.5%	67
2023 Q3	$19.1M	Hold	154,474	–	–	0.51%	67
2023 Q2	$14.7M	Hold	154,474	–	–	0.37%	75
2023 Q1	$15.7M	Buy	154,474 +25,969	+20%	+$2.64M	0.42%	76
2022 Q4	$13.4M	Hold	128,505	–	–	0.43%	81
2022 Q3	$10.4M	Hold	128,505	–	–	0.34%	88
2022 Q2	$10.6M	Buy	128,505 +16,922	+15%	+$1.57M	0.33%	86
2022 Q1	$9.62M	Buy	111,583 +133	+0.1%	+$11.2K	0.27%	92
2021 Q4	$8.07M	Hold	111,450	–	–	0.27%	80
2021 Q3	$8.03M	Hold	111,450	–	–	0.27%	79
2021 Q2	$9.63M	Buy	+111,450	New	+$9.41M	0.34%	82

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

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

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

Border to Coast Pensions Partnership's PSX Position: Q2 2025 in Review

Border to Coast Pensions Partnership sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 149,162 shares — an estimated $18.4M sold.

Border to Coast Pensions Partnership first reported a position in PSX in Q2 2021 and held it in 16 quarters. The position peaked at $25.2M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Border to Coast Pensions Partnership reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
Border to Coast Pensions Partnership sold 149,162 Phillips 66 shares in Q2 2025, an estimated $18.4M.
Border to Coast Pensions Partnership first reported a position in Phillips 66 in Q2 2021 and held it in 16 quarters.
Border to Coast Pensions Partnership's Phillips 66 position peaked at $25.2M in Q1 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2025, filed 14 Jul 2025.