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Cobblestone Capital Advisors’s Phillips 66 PSX Stock Holding History

Cobblestone Capital Advisors’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 		$2.3M Buy
16,926
+75
+0.4% +$9.61K 0.11% 84
2025
Q2 		$2.01M Buy
16,851
+86
+0.5% +$9.63K 0.1% 85
2025
Q1 		$2.07M Sell
16,765
-560
-3% -$69K 0.11% 80
2024
Q4 		$1.97M Sell
17,325
-223
-1% -$28.4K 0.11% 81
2024
Q3 		$2.31M Buy
17,548
+89
+0.5% +$12K 0.13% 73
2024
Q2 		$2.46M Sell
17,459
-1,631
-9% -$241K 0.15% 66
2024
Q1 		$3.12M Buy
19,090
+1,345
+8% +$194K 0.2% 56
2023
Q4 		$2.36M Buy
17,745
+179
+1% +$21.4K 0.16% 68
2023
Q3 		$2.11M Buy
17,566
+12
+0.1% +$1.35K 0.16% 66
2023
Q2 		$1.67M Buy
17,554
+2
+0% +$194 0.12% 82
2023
Q1 		$1.78M Buy
17,552
+1,045
+6% +$106K 0.13% 81
2022
Q4 		$1.72M Buy
16,507
+99
+0.6% +$10.1K 0.13% 84
2022
Q3 		$1.32M Sell
16,408
-4
-0% -$341 0.11% 81
2022
Q2 		$1.35M Buy
16,412
+30
+0.2% +$2.77K 0.1% 90
2022
Q1 		$1.42M Buy
16,382
+90
+0.6% +$7.57K 0.1% 96
2021
Q4 		$1.18M Buy
+16,292
New +$1.23M 0.08% 114
2021
Q3 		– Sell
-2,939
Closed -$252K – 256
2021
Q2 		$252K Buy
2,939
+69
+2% +$5.82K 0.02% 232
2021
Q1 		$234K Buy
+2,870
New +$225K 0.02% 233
2020
Q2 		– Sell
-4,094
Closed -$220K – 261
2020
Q1 		$220K Sell
4,094
-1,695
-29% -$138K 0.02% 225
2019
Q4 		$645K Buy
+5,789
New +$650K 0.06% 137

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cobblestone Capital Advisors's PSX Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Phillips 66 (PSX) stake by 0.45% in Q3 2025, buying an estimated $9.61K and bringing the position to 16,926 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #84.

Cobblestone Capital Advisors first reported a position in PSX in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.12M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Cobblestone Capital Advisors held 16,926 shares of Phillips 66 worth $2.3M as of Q3 2025.
  • Cobblestone Capital Advisors bought 75 Phillips 66 shares in Q3 2025, an estimated $9.61K.
  • Phillips 66 made up 0.11% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #84 holding.
  • Cobblestone Capital Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 20 quarters since.
  • Cobblestone Capital Advisors's Phillips 66 position peaked at $3.12M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.