CAS
PSX icon

Coppell Advisory Solutions’s Phillips 66 PSX Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-21,031
Closed -$735K – 426
2025
Q1 		$735K Buy
21,031
+20,843
+11,087% +$2.57M 0.1% 173
2024
Q4 		$21.1K Sell
188
-459
-71% -$58.4K ﹤0.01% 871
2024
Q3 		$84.8K Buy
647
+436
+207% +$58.9K 0.01% 428
2024
Q2 		$29.8K Buy
+211
New +$31.2K ﹤0.01% 635
2023
Q4 		$132K Buy
988
+970
+5,389% +$116K 0.03% 322
2023
Q3 		$1.87K Sell
18
-22
-55% -$2.47K ﹤0.01% 866
2023
Q2 		$3.78K Buy
+40
New +$3.89K ﹤0.01% 910
2023
Q1 		– Sell
-18
Closed -$1.87K – 845
2022
Q4 		$1.87K Buy
+18
New +$1.84K ﹤0.01% 867

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's PSX Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 21,031 shares — an estimated $735K sold.

Coppell Advisory Solutions first reported a position in PSX in Q4 2022 and held it in 8 quarters. The position peaked at $735K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 21,031 Phillips 66 shares in Q2 2025, an estimated $735K.
  • Coppell Advisory Solutions first reported a position in Phillips 66 in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Phillips 66 position peaked at $735K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.