CIG
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CCM Investment Group’s Phillips 66 PSX Stock Holding History

CCM Investment Group’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
Q1 		$5.08M Sell
41,683
-747
-2% -$92.1K 0.54% 41
2024
Q4 		$4.75M Buy
+42,430
New +$5.4M 0.52% 42

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

CCM Investment Group's PSX Position: Q1 2025 in Review

CCM Investment Group reduced its Phillips 66 (PSX) stake by 1.8% in Q1 2025, selling an estimated $92.1K and leaving 41,683 shares worth $5.08M. The position accounts for 0.54% of the portfolio, ranked #41.

CCM Investment Group first reported a position in PSX in Q4 2024 and has held it in 2 quarters since. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • CCM Investment Group held 41,683 shares of Phillips 66 worth $5.08M as of Q1 2025.
  • CCM Investment Group sold 747 Phillips 66 shares in Q1 2025, an estimated $92.1K.
  • Phillips 66 made up 0.54% of CCM Investment Group's portfolio in Q1 2025, its #41 holding.
  • CCM Investment Group first reported a position in Phillips 66 in Q4 2024 and has held it in 2 quarters since.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.