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Elm3 Financial Group’s Phillips 66 PSX Stock Holding History

Elm3 Financial Group’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
-1,574
Closed -$214K – 122
2025
Q3 		$214K Sell
1,574
-741
-32% -$94.9K 0.18% 106
2025
Q2 		$276K Sell
2,315
-881
-28% -$98.7K 0.23% 94
2025
Q1 		$395K Sell
3,196
-1,685
-35% -$208K 0.35% 65
2024
Q4 		$556K Buy
+4,881
New +$621K 0.47% 47

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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elm3 Financial Group's PSX Position: Q4 2025 in Review

Elm3 Financial Group sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,574 shares — an estimated $214K sold.

Elm3 Financial Group first reported a position in PSX in Q4 2024 and held it in 4 quarters. The position peaked at $556K in Q4 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Elm3 Financial Group reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 1,574 Phillips 66 shares in Q4 2025, an estimated $214K.
  • Elm3 Financial Group first reported a position in Phillips 66 in Q4 2024 and held it in 4 quarters.
  • Elm3 Financial Group's Phillips 66 position peaked at $556K in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.