Financial Network Wealth Management’s Phillips 66 PSX Stock Holding History

Financial Network Wealth Management’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 Q1	$28K	Buy	+230	New	+$28.3K	0.01%	275

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Network Wealth Management's PSX Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Phillips 66 (PSX) in Q1 2025: 230 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Financial Network Wealth Management held 230 shares of Phillips 66 worth $28K as of Q1 2025.
Phillips 66 was a new Financial Network Wealth Management position in Q1 2025.
Phillips 66 made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #275 holding.
1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.