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CIBC World Markets’s Phillips 66 PSX Stock Holding History

CIBC World Markets’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 		$7.24M Buy
+56,091
New +$7.55M 0.03% 320
2025
Q2 		$6.12M Buy
51,272
+1,458
+3% +$163K 0.04% 334
2025
Q1 		$6.15M Sell
49,814
-15,614
-24% -$1.92M 0.05% 264
2024
Q4 		$7.45M Buy
65,428
+8,271
+14% +$1.05M 0.04% 277
2024
Q3 		$7.51M Sell
57,157
-28,465
-33% -$3.84M 0.05% 249
2024
Q2 		$12.1M Sell
85,622
-10,264
-11% -$1.52M 0.08% 172
2024
Q1 		$15.7M Sell
95,886
-486,729
-84% -$70.1M 0.1% 141
2023
Q4 		$77.6M Buy
582,615
+558,038
+2,271% +$66.7M 0.42% 39
2023
Q3 		$2.95M Sell
24,577
-29,205
-54% -$3.28M 0.03% 309
2023
Q2 		$5.13M Buy
53,782
+30,217
+128% +$2.94M 0.04% 286
2023
Q1 		$2.39M Sell
23,565
-122,000
-84% -$12.4M 0.04% 313
2022
Q4 		$15.2M Buy
145,565
+138,266
+1,894% +$14.1M 0.1% 142
2022
Q3 		$589K Sell
7,299
-26,287
-78% -$2.24M 0.01% 422
2022
Q2 		$2.75M Buy
33,586
+5,137
+18% +$475K 0.03% 328
2022
Q1 		$2.46M Sell
28,449
-145,794
-84% -$12.3M 0.02% 379
2021
Q4 		$12.6M Sell
174,243
-293,764
-63% -$22.2M 0.07% 162
2021
Q3 		$32.8M Sell
468,007
-5,711
-1% -$413K 0.22% 79
2021
Q2 		$40.7M Sell
473,718
-11,239
-2% -$949K 0.28% 68
2021
Q1 		$39.5M Sell
484,957
-38,844
-7% -$3.05M 0.25% 79
2020
Q4 		$36.6M Sell
523,801
-99,413
-16% -$5.84M 0.18% 96
2020
Q3 		$32.3M Sell
623,214
-163,160
-21% -$9.96M 0.31% 79
2020
Q2 		$56.5M Buy
786,374
+10,920
+1% +$773K 0.61% 36
2020
Q1 		$41.6M Buy
775,454
+637,910
+464% +$51.9M 0.53% 50
2019
Q4 		$15.3M Buy
137,544
+73,426
+115% +$8.25M 0.1% 203
2019
Q3 		$6.57M Sell
64,118
-8,468
-12% -$849K 0.06% 287
2019
Q2 		$6.79M Sell
72,586
-345,685
-83% -$31M 0.05% 336
2019
Q1 		$39.8M Sell
418,271
-232,859
-36% -$22.1M 0.33% 68
2018
Q4 		$56.1M Buy
651,130
+438,739
+207% +$42.9M 0.52% 47
2018
Q3 		$23.9M Buy
212,391
+153,107
+258% +$17.7M 0.2% 123
2018
Q2 		$6.66M Buy
59,284
+4,858
+9% +$546K 0.06% 302
2018
Q1 		$5.22M Sell
54,426
-32,456
-37% -$3.16M 0.06% 284
2017
Q4 		$8.79M Buy
86,882
+24,294
+39% +$2.31M 0.06% 235
2017
Q3 		$5.73M Buy
62,588
+603
+1% +$51.1K 0.06% 256
2017
Q2 		$5.13M Sell
61,985
-49,738
-45% -$3.9M 0.05% 286
2017
Q1 		$8.85M Buy
111,723
+81,298
+267% +$6.55M 0.07% 195
2016
Q4 		$2.63M Buy
30,425
+27,436
+918% +$2.28M 0.03% 266
2016
Q3 		$241K Sell
2,989
-263
-8% -$20.4K ﹤0.01% 266
2016
Q2 		$258K Buy
3,252
+699
+27% +$57.1K 0.01% 216
2016
Q1 		$221K Sell
2,553
-78
-3% -$6.34K ﹤0.01% 225
2015
Q4 		$215K Buy
+2,631
New +$227K ﹤0.01% 240

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 World Markets's PSX Position: Q4 2025 in Review

CIBC World Markets opened a new position in Phillips 66 (PSX) in Q4 2025: 56,091 shares worth $7.24M. The stake represents 0.03% of the portfolio and ranks #320 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in PSX as recently as Q2 2025.

CIBC World Markets first reported a position in PSX in Q4 2015 and has held it in 40 quarters since. The position peaked at $77.6M in Q4 2023. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • CIBC World Markets held 56,091 shares of Phillips 66 worth $7.24M as of Q4 2025.
  • Phillips 66 was a new CIBC World Markets position in Q4 2025.
  • Phillips 66 made up 0.03% of CIBC World Markets's portfolio in Q4 2025, its #320 holding.
  • CIBC World Markets first reported a position in Phillips 66 in Q4 2015 and has held it in 40 quarters since.
  • CIBC World Markets's Phillips 66 position peaked at $77.6M in Q4 2023.
  • 1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.