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Carolinas Wealth Consulting’s Phillips 66 PSX Stock Holding History

Carolinas Wealth Consulting’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
-1,311
Closed -$162K – 715
2025
Q1 		$162K Buy
1,311
+1
+0.1% +$123 0.03% 195
2024
Q4 		$149K Buy
1,310
+5
+0.4% +$636 0.03% 208
2024
Q3 		$172K Buy
1,305
+8
+0.6% +$1.08K 0.03% 195
2024
Q2 		$183K Sell
1,297
-1
-0.1% -$148 0.04% 184
2024
Q1 		$212K Buy
1,298
+3
+0.2% +$432 0.04% 168
2023
Q4 		$172K Sell
1,295
-10
-0.8% -$1.2K 0.04% 174
2023
Q3 		$149K Sell
1,305
-114
-8% -$12.8K 0.04% 179
2023
Q2 		$135K Sell
1,419
-74
-5% -$7.19K 0.03% 215
2023
Q1 		$151K Buy
1,493
+27
+2% +$2.75K 0.03% 206
2022
Q4 		$153K Buy
1,466
+324
+28% +$33.1K 0.03% 200
2022
Q3 		$92K Buy
1,142
+101
+10% +$8.61K 0.02% 256
2022
Q2 		$85K Sell
1,041
-213
-17% -$19.7K 0.02% 270
2022
Q1 		$108K Sell
1,254
-192
-13% -$16.2K 0.02% 249
2021
Q4 		$105K Buy
1,446
+3
+0.2% +$227 0.02% 254
2021
Q3 		$101K Buy
1,443
+160
+12% +$11.6K 0.02% 243
2021
Q2 		$110K Buy
1,283
+3
+0.2% +$253 0.02% 253
2021
Q1 		$104K Buy
1,280
+143
+13% +$11.2K 0.03% 250
2020
Q4 		$80K Sell
1,137
-155
-12% -$9.1K 0.02% 259
2020
Q3 		$67K Buy
1,292
+126
+11% +$7.69K 0.02% 240
2020
Q2 		$84K Buy
+1,166
New +$82.6K 0.03% 164

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's PSX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 1,311 shares — an estimated $162K sold.

Carolinas Wealth Consulting first reported a position in PSX in Q2 2020 and held it in 20 quarters. The position peaked at $212K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,311 Phillips 66 shares in Q2 2025, an estimated $162K.
  • Carolinas Wealth Consulting first reported a position in Phillips 66 in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Phillips 66 position peaked at $212K in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.