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Financial Counselors Inc’s Phillips 66 PSX Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-20,919
Closed -$2.58M – 411
2025
Q1 		$2.58M Sell
20,919
-1,110
-5% -$137K 0.04% 249
2024
Q4 		$2.51M Sell
22,029
-51
-0.2% -$6.49K 0.04% 253
2024
Q3 		$2.9M Sell
22,080
-259
-1% -$35K 0.04% 248
2024
Q2 		$3.15M Buy
22,339
+3,242
+17% +$480K 0.05% 225
2024
Q1 		$3.12M Sell
19,097
-687
-3% -$99K 0.05% 223
2023
Q4 		$2.63M Sell
19,784
-530
-3% -$63.3K 0.05% 244
2023
Q3 		$2.44M Buy
20,314
+3,214
+19% +$361K 0.05% 240
2023
Q2 		$1.63M Buy
17,100
+158
+0.9% +$15.4K 0.03% 268
2023
Q1 		$1.72M Sell
16,942
-959
-5% -$97.5K 0.04% 264
2022
Q4 		$1.86M Buy
17,901
+233
+1% +$23.8K 0.04% 255
2022
Q3 		$1.43M Sell
17,668
-317
-2% -$27K 0.04% 266
2022
Q2 		$1.48M Buy
17,985
+277
+2% +$25.6K 0.03% 265
2022
Q1 		$1.53M Sell
17,708
-189
-1% -$15.9K 0.03% 272
2021
Q4 		$1.3M Sell
17,897
-990
-5% -$74.8K 0.03% 284
2021
Q3 		$1.32M Buy
18,887
+133
+0.7% +$9.63K 0.03% 292
2021
Q2 		$1.61M Sell
18,754
-450
-2% -$38K 0.04% 276
2021
Q1 		$1.57M Sell
19,204
-473
-2% -$37.1K 0.04% 276
2020
Q4 		$1.38M Sell
19,677
-329
-2% -$19.3K 0.03% 276
2020
Q3 		$1.04M Sell
20,006
-1,728
-8% -$105K 0.03% 281
2020
Q2 		$1.56M Sell
21,734
-183
-0.8% -$13K 0.05% 260
2020
Q1 		$1.18M Sell
21,917
-442
-2% -$36K 0.05% 240
2019
Q4 		$2.49M Buy
22,359
+739
+3% +$83K 0.09% 200
2019
Q3 		$2.21M Buy
21,620
+2,902
+16% +$291K 0.09% 208
2019
Q2 		$1.75M Sell
18,718
-239
-1% -$21.4K 0.07% 225
2019
Q1 		$1.8M Sell
18,957
-1,240
-6% -$118K 0.08% 217
2018
Q4 		$1.74M Buy
20,197
+120
+0.6% +$11.7K 0.09% 211
2018
Q3 		$2.26M Sell
20,077
-31
-0.2% -$3.58K 0.1% 203
2018
Q2 		$2.26M Sell
20,108
-7,340
-27% -$825K 0.1% 195
2018
Q1 		$2.63M Buy
27,448
+300
+1% +$29.2K 0.13% 177
2017
Q4 		$2.75M Sell
27,148
-408
-1% -$38.8K 0.13% 181
2017
Q3 		$2.52M Sell
27,556
-25
-0.1% -$2.12K 0.12% 184
2017
Q2 		$2.28M Sell
27,581
-828
-3% -$65K 0.11% 199
2017
Q1 		$2.25M Buy
28,409
+500
+2% +$40.3K 0.12% 194
2016
Q4 		$2.41M Buy
+27,909
New +$2.32M 0.13% 187
2016
Q2 		$2.17M Buy
27,387
+208
+0.8% +$17K 0.13% 187
2016
Q1 		$2.35M Buy
27,179
+423
+2% +$34.4K 0.15% 180
2015
Q4 		$2.19M Buy
26,756
+447
+2% +$38.6K 0.14% 178
2015
Q3 		$2.02M Sell
26,309
-2,384
-8% -$189K 0.14% 179
2015
Q2 		$2.31M Buy
28,693
+2,522
+10% +$200K 0.15% 180
2015
Q1 		$2.06M Sell
26,171
-2,253
-8% -$165K 0.13% 198
2014
Q4 		$2.04M Buy
28,424
+10
+0% +$738 0.13% 194
2014
Q3 		$2.31M Buy
28,414
+171
+0.6% +$14.2K 0.16% 178
2014
Q2 		$2.27M Sell
28,243
-179
-0.6% -$14.7K 0.16% 178
2014
Q1 		$2.19M Sell
28,422
-512
-2% -$39K 0.16% 174
2013
Q4 		$2.23M Buy
28,934
+154
+0.5% +$10.3K 0.17% 166
2013
Q3 		$1.66M Sell
28,780
-947
-3% -$54.9K 0.14% 177
2013
Q2 		$1.75M Buy
+29,727
New +$1.87M 0.15% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Counselors Inc's PSX Position: Q2 2025 in Review

Financial Counselors Inc sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 20,919 shares — an estimated $2.58M sold.

Financial Counselors Inc first reported a position in PSX in Q2 2013 and held it in 47 quarters. The position peaked at $3.15M in Q2 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Financial Counselors Inc reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 20,919 Phillips 66 shares in Q2 2025, an estimated $2.58M.
  • Financial Counselors Inc first reported a position in Phillips 66 in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's Phillips 66 position peaked at $3.15M in Q2 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.