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Country Club Bank’s Phillips 66 PSX Stock Holding History

Country Club Bank’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 		$994K Sell
7,222
-140
-2% -$17.9K 0.06% 209
2025
Q2 		$878K Buy
7,362
+95
+1% +$10.6K 0.06% 220
2025
Q1 		$885K Sell
7,267
-2,630
-27% -$324K 0.06% 215
2024
Q4 		$1.11M Sell
9,897
-121
-1% -$15.4K 0.07% 189
2024
Q3 		$1.31M Sell
10,018
-1,246
-11% -$168K 0.09% 177
2024
Q2 		$1.57M Sell
11,264
-1,301
-10% -$193K 0.11% 160
2024
Q1 		$2.05M Sell
12,565
-31,915
-72% -$4.6M 0.14% 129
2023
Q4 		$5.91M Sell
44,480
-443
-1% -$52.9K 0.45% 65
2023
Q3 		$5.54M Sell
44,923
-1,316
-3% -$148K 0.45% 66
2023
Q2 		$4.37M Sell
46,239
-3,168
-6% -$308K 0.35% 86
2023
Q1 		$4.94M Sell
49,407
-5,329
-10% -$542K 0.41% 75
2022
Q4 		$5.7M Buy
54,736
+525
+1% +$53.7K 0.5% 60
2022
Q3 		$4.37M Sell
54,211
-2,362
-4% -$201K 0.42% 73
2022
Q2 		$4.79M Sell
56,573
-5,682
-9% -$526K 0.44% 72
2022
Q1 		$5.44M Buy
+62,255
New +$5.24M 0.47% 67

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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Country Club Bank's PSX Position: Q3 2025 in Review

Country Club Bank reduced its Phillips 66 (PSX) stake by 1.9% in Q3 2025, selling an estimated $17.9K and leaving 7,222 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #209.

Country Club Bank first reported a position in PSX in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q4 2023. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Country Club Bank held 7,222 shares of Phillips 66 worth $994K as of Q3 2025.
  • Country Club Bank sold 140 Phillips 66 shares in Q3 2025, an estimated $17.9K.
  • Phillips 66 made up 0.06% of Country Club Bank's portfolio in Q3 2025, its #209 holding.
  • Country Club Bank first reported a position in Phillips 66 in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's Phillips 66 position peaked at $5.91M in Q4 2023.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.