Cobler Capital Management’s Phillips 66 PSX Stock Holding History

Cobler 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 Q2	$485K	Buy	+4,011	New	+$449K	0.48%	30

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cobler Capital Management's PSX Position: Q2 2025 in Review

Cobler Capital Management opened a new position in Phillips 66 (PSX) in Q2 2025: 4,011 shares worth $485K. The stake represents 0.48% of the portfolio and ranks #30 among its holdings.

1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Cobler Capital Management held 4,011 shares of Phillips 66 worth $485K as of Q2 2025.
Phillips 66 was a new Cobler Capital Management position in Q2 2025.
Phillips 66 made up 0.48% of Cobler Capital Management's portfolio in Q2 2025, its #30 holding.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.