CIBC Private Wealth Group
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CIBC Private Wealth Group’s Phillips 66 PSX Stock Holding History

CIBC Private Wealth 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
Q4 		$15.6M Sell
120,789
-289
-0.2% -$38.9K 0.03% 305
2025
Q3 		$16.5M Sell
121,078
-58,552
-33% -$7.5M 0.03% 300
2025
Q2 		$21.4M Sell
179,630
-34,015
-16% -$3.81M 0.04% 272
2025
Q1 		$19.8M Buy
213,645
+84,401
+65% +$10.4M 0.04% 252
2024
Q4 		$15M Buy
129,244
+15,385
+14% +$1.96M 0.03% 298
2024
Q3 		$15M Buy
113,859
+49,306
+76% +$6.66M 0.03% 304
2024
Q2 		$8.78M Sell
64,553
-661
-1% -$97.8K 0.02% 336
2024
Q1 		$10.7M Buy
65,214
+4,534
+7% +$653K 0.02% 321
2023
Q4 		$8.08M Buy
60,680
+3,694
+6% +$442K 0.02% 335
2023
Q3 		$6.85M Sell
56,986
-1,441
-2% -$162K 0.02% 354
2023
Q2 		$5.57M Sell
58,427
-1,421
-2% -$138K 0.01% 387
2023
Q1 		$5.22M Buy
59,848
+582
+1% +$59.2K 0.01% 390
2022
Q4 		$5.21M Sell
59,266
-981
-2% -$100K 0.02% 328
2022
Q3 		$4.86M Buy
60,247
+2,635
+5% +$225K 0.01% 372
2022
Q2 		$4.72M Sell
57,612
-173
-0.3% -$16K 0.01% 377
2022
Q1 		$4.99M Buy
57,785
+26,033
+82% +$2.19M 0.01% 399
2021
Q4 		$2.3M Buy
31,752
+657
+2% +$49.7K ﹤0.01% 502
2021
Q3 		$2.18M Sell
31,095
-2,686
-8% -$194K 0.01% 495
2021
Q2 		$2.9M Buy
33,781
+1,325
+4% +$112K 0.01% 475
2021
Q1 		$2.65M Sell
32,456
-452
-1% -$35.5K 0.01% 492
2020
Q4 		$2.3M Sell
32,908
-2,184
-6% -$128K 0.01% 482
2020
Q3 		$1.82M Buy
35,092
+7,644
+28% +$466K 0.01% 466
2020
Q2 		$1.97M Sell
27,448
-7,281
-21% -$515K 0.01% 382
2020
Q1 		$1.86M Sell
34,729
-25,460
-42% -$2.07M 0.01% 421
2019
Q4 		$6.71M Buy
60,189
+2,616
+5% +$294K 0.02% 331
2019
Q3 		$5.9M Buy
57,573
+16
+0% +$1.6K 0.02% 331
2019
Q2 		$5.38M Sell
57,557
-188
-0.3% -$16.9K 0.02% 356
2019
Q1 		$5.5M Buy
57,745
+6,865
+13% +$653K 0.02% 345
2018
Q4 		$4.38M Sell
50,880
-3,968
-7% -$388K 0.02% 354
2018
Q3 		$6.18M Sell
54,848
-732
-1% -$84.6K 0.02% 351
2018
Q2 		$6.24M Sell
55,580
-3,622
-6% -$407K 0.03% 339
2018
Q1 		$5.68M Buy
59,202
+20,009
+51% +$1.95M 0.02% 339
2017
Q4 		$3.96M Buy
39,193
+2,003
+5% +$190K 0.02% 376
2017
Q3 		$3.41M Buy
37,190
+2,336
+7% +$198K 0.02% 390
2017
Q2 		$2.88M Sell
34,854
-782
-2% -$61.4K 0.02% 339
2017
Q1 		$2.82M Sell
35,636
-7,709
-18% -$621K 0.02% 331
2016
Q4 		$3.75M Buy
43,345
+4,239
+11% +$352K 0.02% 306
2016
Q3 		$3.15M Sell
39,106
-3,387
-8% -$263K 0.02% 317
2016
Q2 		$3.37M Buy
42,493
+7,222
+20% +$590K 0.02% 303
2016
Q1 		$3.05M Sell
35,271
-1,497
-4% -$122K 0.02% 305
2015
Q4 		$3.01M Sell
36,768
-485
-1% -$41.9K 0.02% 314
2015
Q3 		$2.86M Buy
37,253
+865
+2% +$68.7K 0.02% 317
2015
Q2 		$2.93M Buy
36,388
+471
+1% +$37.4K 0.02% 336
2015
Q1 		$2.82M Buy
35,917
+588
+2% +$43.2K 0.02% 340
2014
Q4 		$2.53M Sell
35,329
-16
-0% -$1.18K 0.02% 344
2014
Q3 		$2.87M Buy
35,345
+10,930
+45% +$910K 0.02% 334
2014
Q2 		$1.97M Buy
24,415
+4,071
+20% +$335K 0.02% 368
2014
Q1 		$1.61M Buy
+20,344
New +$1.55M 0.01% 382

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's PSX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Phillips 66 (PSX) stake by 0.24% in Q4 2025, selling an estimated $38.9K and leaving 120,789 shares worth $15.6M. The position accounts for 0.03% of the portfolio, ranked #305.

CIBC Private Wealth Group first reported a position in PSX in Q1 2014 and has held it in 48 quarters since. The position peaked at $21.4M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • CIBC Private Wealth Group held 120,789 shares of Phillips 66 worth $15.6M as of Q4 2025.
  • CIBC Private Wealth Group sold 289 Phillips 66 shares in Q4 2025, an estimated $38.9K.
  • Phillips 66 made up 0.03% of CIBC Private Wealth Group's portfolio in Q4 2025, its #305 holding.
  • CIBC Private Wealth Group first reported a position in Phillips 66 in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Phillips 66 position peaked at $21.4M in Q2 2025.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.