Evergreen Private Wealth’s Phillips 66 PSX Stock Holding History

Evergreen Private Wealth’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	-13	Closed	-$1.77K	–	194
2025 Q3	$1.77K	Sell	13 -11	-46%	-$1.41K	﹤0.01%	223
2025 Q2	$2.86K	Buy	+24	New	+$2.69K	﹤0.01%	223

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's PSX Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 13 shares — an estimated $1.77K sold.

Evergreen Private Wealth first reported a position in PSX in Q2 2025 and held it in 2 quarters. The position peaked at $2.86K in Q2 2025. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Evergreen Private Wealth reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 13 Phillips 66 shares in Q4 2025, an estimated $1.77K.
Evergreen Private Wealth first reported a position in Phillips 66 in Q2 2025 and held it in 2 quarters.
Evergreen Private Wealth's Phillips 66 position peaked at $2.86K in Q2 2025.
1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

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