Creekmur Asset Management’s Phillips 66 PSX Stock Holding History

Creekmur Asset 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 Q3	$1.1M	Buy	8,085 +516	+7%	+$66.1K	0.18%	74
2025 Q2	$903K	Buy	7,569 +3,796	+101%	+$425K	0.16%	95
2025 Q1	$466K	Sell	3,773 -2,886	-43%	-$356K	0.1%	121
2024 Q4	$759K	Sell	6,659 -2,039	-23%	-$259K	0.17%	56
2024 Q3	$1.14M	Sell	8,698 -820	-9%	-$111K	0.27%	49
2024 Q2	$1.34M	Buy	9,518 +2,645	+38%	+$392K	0.35%	37
2024 Q1	$1.12M	Sell	6,873 -416	-6%	-$60K	0.38%	34
2023 Q4	$970K	Buy	+7,289	New	+$871K	0.3%	45

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

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

Creekmur Asset Management's PSX Position: Q3 2025 in Review

Creekmur Asset Management increased its Phillips 66 (PSX) stake by 6.8% in Q3 2025, buying an estimated $66.1K and bringing the position to 8,085 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #74.

Creekmur Asset Management first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.34M in Q2 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Creekmur Asset Management held 8,085 shares of Phillips 66 worth $1.1M as of Q3 2025.
Creekmur Asset Management bought 516 Phillips 66 shares in Q3 2025, an estimated $66.1K.
Phillips 66 made up 0.18% of Creekmur Asset Management's portfolio in Q3 2025, its #74 holding.
Creekmur Asset Management first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Phillips 66 position peaked at $1.34M in Q2 2024.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.