FMI
PSX icon

F/M Investments’s Phillips 66 PSX Stock Holding History

F/M Investments’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
-18,066
Closed -$2.16M – 428
2025
Q2 		$2.16M Buy
18,066
+974
+6% +$109K 0.08% 228
2025
Q1 		$2.11M Sell
17,092
-696
-4% -$85.8K 0.08% 223
2024
Q4 		$2.03M Buy
17,788
+3,646
+26% +$464K 0.07% 228
2024
Q3 		$1.89M Sell
14,142
-1,479
-9% -$200K 0.06% 216
2024
Q2 		$2.19M Buy
+15,621
New +$2.31M 0.08% 204

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

F/M Investments's PSX Position: Q3 2025 in Review

F/M Investments sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 18,066 shares — an estimated $2.16M sold.

F/M Investments first reported a position in PSX in Q2 2024 and held it in 5 quarters. The position peaked at $2.19M in Q2 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • F/M Investments reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • F/M Investments sold 18,066 Phillips 66 shares in Q3 2025, an estimated $2.16M.
  • F/M Investments first reported a position in Phillips 66 in Q2 2024 and held it in 5 quarters.
  • F/M Investments's Phillips 66 position peaked at $2.19M in Q2 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on F/M Investments's 13F filing for Q3 2025, filed 13 Nov 2025.