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Cetera Trust Company’s Phillips 66 PSX Stock Holding History

Cetera Trust Company’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
-193
Closed -$23K – 360
2025
Q2 		$23K Buy
193
+163
+543% +$18.3K 0.01% 245
2025
Q1 		$3.7K Hold
30
– – ﹤0.01% 364
2024
Q4 		$3.42K Hold
30
– – ﹤0.01% 378
2024
Q3 		$3.94K Hold
30
– – ﹤0.01% 382
2024
Q2 		$4.24K Hold
30
– – ﹤0.01% 379
2024
Q1 		$4.9K Hold
30
– – ﹤0.01% 376
2023
Q4 		$3.99K Buy
+30
New +$3.59K ﹤0.01% 389

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Trust Company's PSX Position: Q3 2025 in Review

Cetera Trust Company sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 193 shares — an estimated $23K sold.

Cetera Trust Company first reported a position in PSX in Q4 2023 and held it in 7 quarters. The position peaked at $23K in Q2 2025. 1,838 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Cetera Trust Company reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Cetera Trust Company sold 193 Phillips 66 shares in Q3 2025, an estimated $23K.
  • Cetera Trust Company first reported a position in Phillips 66 in Q4 2023 and held it in 7 quarters.
  • Cetera Trust Company's Phillips 66 position peaked at $23K in Q2 2025.
  • 1,838 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Cetera Trust Company's 13F filing for Q3 2025, filed 13 Nov 2025.