Financial Connections Group’s Phillips 66 PSX Stock Holding History

Financial Connections 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 Q3	–	Sell	-62	Closed	-$7K	–	258
2025 Q2	$7K	Buy	62 +32	+107%	+$3.58K	﹤0.01%	202
2025 Q1	$3K	Hold	30	–	–	﹤0.01%	198
2024 Q4	$3K	Hold	30	–	–	﹤0.01%	195
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	180
2024 Q2	$4K	Buy	+30	New	+$4.44K	﹤0.01%	264
2024 Q1	–	Sell	-30	Closed	-$3K	–	246
2023 Q4	$3K	Buy	+30	New	+$3.59K	﹤0.01%	195
2023 Q3	–	Sell	-30	Closed	-$2K	–	212
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	221
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	217
2022 Q4	$3K	Hold	30	–	–	﹤0.01%	209
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	203
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	257
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	261
2021 Q4	$2K	Buy	+30	New	+$2.27K	﹤0.01%	276

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 $3.37T 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 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Connections Group's PSX Position: Q3 2025 in Review

Financial Connections Group sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 62 shares — an estimated $7K sold.

Financial Connections Group first reported a position in PSX in Q4 2021 and held it in 13 quarters. The position peaked at $7K in Q2 2025. 1,838 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Financial Connections Group reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
Financial Connections Group sold 62 Phillips 66 shares in Q3 2025, an estimated $7K.
Financial Connections Group first reported a position in Phillips 66 in Q4 2021 and held it in 13 quarters.
Financial Connections Group's Phillips 66 position peaked at $7K in Q2 2025.
1,838 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.