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Disciplined Equity Management’s Phillips 66 PSX Stock Holding History

Disciplined Equity 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 		– Sell
-15
Closed -$1.79K – 63
2025
Q2 		$1.79K Buy
+15
New +$1.68K ﹤0.01% 58
2024
Q4 		– Sell
-15
Closed -$1.97K – 62
2024
Q3 		$1.97K Hold
15
– – ﹤0.01% 59
2024
Q2 		$2.12K Buy
+15
New +$2.22K ﹤0.01% 59

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 $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Equity Management's PSX Position: Q3 2025 in Review

Disciplined Equity Management sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 15 shares — an estimated $1.79K sold.

Disciplined Equity Management first reported a position in PSX in Q2 2024 and held it in 3 quarters. The position peaked at $2.12K in Q2 2024. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Disciplined Equity Management reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Disciplined Equity Management sold 15 Phillips 66 shares in Q3 2025, an estimated $1.79K.
  • Disciplined Equity Management first reported a position in Phillips 66 in Q2 2024 and held it in 3 quarters.
  • Disciplined Equity Management's Phillips 66 position peaked at $2.12K in Q2 2024.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.