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Cloud Capital Management’s Phillips 66 PSX Stock Holding History

Cloud Capital Management’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 		– Sell
-967
Closed -$131K – 1151
2025
Q3 		$131K Buy
+967
New +$124K 0.07% 105
2025
Q2 		– Sell
-772
Closed -$95K – 213
2025
Q1 		$95K Buy
+772
New +$95.1K 0.07% 111

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cloud Capital Management's PSX Position: Q4 2025 in Review

Cloud Capital Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 967 shares — an estimated $131K sold.

Cloud Capital Management first reported a position in PSX in Q1 2025 and held it in 2 quarters. The position peaked at $131K in Q3 2025. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Cloud Capital Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 967 Phillips 66 shares in Q4 2025, an estimated $131K.
  • Cloud Capital Management first reported a position in Phillips 66 in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's Phillips 66 position peaked at $131K in Q3 2025.
  • 1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.