DWM
PSX icon

Dynasty Wealth Management’s Phillips 66 PSX Stock Holding History

Dynasty 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
Q1 		– Sell
-4,636
Closed -$528K – 264
2024
Q4 		$528K Sell
4,636
-1,854
-29% -$236K 0.01% 200
2024
Q3 		$853K Sell
6,490
-2,080
-24% -$281K 0.03% 141
2024
Q2 		$1.21M Buy
8,570
+860
+11% +$127K 0.04% 120
2024
Q1 		$1.26M Buy
+7,710
New +$1.11M 0.04% 106

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dynasty Wealth Management's PSX Position: Q1 2025 in Review

Dynasty Wealth Management sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 4,636 shares — an estimated $528K sold.

Dynasty Wealth Management first reported a position in PSX in Q1 2024 and held it in 4 quarters. The position peaked at $1.26M in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Dynasty Wealth Management reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,636 Phillips 66 shares in Q1 2025, an estimated $528K.
  • Dynasty Wealth Management first reported a position in Phillips 66 in Q1 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Phillips 66 position peaked at $1.26M in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Dynasty Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.