Cranbrook Wealth Management’s Phillips 66 PSX Stock Holding History

Cranbrook Wealth 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	-150	Closed	-$20.4K	–	408
2025 Q3	$20.4K	Buy	+150	New	+$19.2K	﹤0.01%	251
2018 Q4	–	Sell	-129	Closed	-$15K	–	252
2018 Q3	$15K	Hold	129	–	–	0.01%	170
2018 Q2	$14K	Hold	129	–	–	0.01%	167
2018 Q1	$12K	Hold	129	–	–	﹤0.01%	171
2017 Q4	$13K	Hold	129	–	–	0.01%	169
2017 Q3	$12K	Sell	129 -291	-69%	-$24.6K	0.01%	173
2017 Q2	$35K	Hold	420	–	–	0.02%	137
2017 Q1	$33K	Hold	420	–	–	0.02%	127
2016 Q4	$36K	Hold	420	–	–	0.02%	123
2016 Q3	$34K	Hold	420	–	–	0.02%	119
2016 Q2	$33K	Hold	420	–	–	0.02%	113
2016 Q1	$36K	Sell	420 -356	-46%	-$28.9K	0.02%	111
2015 Q4	$63K	Sell	776 -352	-31%	-$30.4K	0.04%	92
2015 Q3	$87K	Buy	1,128 +6	+0.5%	+$477	0.05%	81
2015 Q2	$90K	Buy	1,122 +4	+0.4%	+$318	0.05%	84
2015 Q1	$88K	Buy	1,118 +5	+0.4%	+$367	0.05%	86
2014 Q4	$80K	Buy	1,113 +4	+0.4%	+$295	0.05%	91
2014 Q3	$90K	Buy	1,109 +4	+0.4%	+$333	0.06%	67
2014 Q2	$89K	Buy	1,105 +4	+0.4%	+$329	0.06%	68
2014 Q1	$85K	Buy	1,101 +4	+0.4%	+$305	0.06%	71
2013 Q4	$85K	Buy	+1,097	New	+$73.2K	0.06%	88

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

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

Norges Bank Oslo, Norway $935B AUM

Cranbrook Wealth Management's PSX Position: Q4 2025 in Review

Cranbrook Wealth Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 150 shares — an estimated $20.4K sold.

Cranbrook Wealth Management first reported a position in PSX in Q4 2013 and held it in 21 quarters. The position peaked at $90K in Q2 2015. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Cranbrook Wealth Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 150 Phillips 66 shares in Q4 2025, an estimated $20.4K.
Cranbrook Wealth Management first reported a position in Phillips 66 in Q4 2013 and held it in 21 quarters.
Cranbrook Wealth Management's Phillips 66 position peaked at $90K in Q2 2015.
1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Cranbrook Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.