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FORA Capital’s Phillips 66 PSX Stock Holding History

FORA Capital’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
-5,238
Closed -$712K – 610
2025
Q3 		$712K Buy
+5,238
New +$671K 0.13% 212
2025
Q1 		– Sell
-5,977
Closed -$681K – 627
2024
Q4 		$681K Sell
5,977
-74,442
-93% -$9.47M 0.08% 231
2024
Q3 		$10.6M Buy
+80,419
New +$10.9M 1.24% 11
2023
Q1 		– Sell
-36,444
Closed -$3.79M – 663
2022
Q4 		$3.79M Buy
+36,444
New +$3.73M 0.61% 35
2022
Q3 		– Sell
-13,414
Closed -$1.1M – 532
2022
Q2 		$1.1M Buy
13,414
+904
+7% +$83.6K 0.22% 148
2022
Q1 		$1.09M Buy
12,510
+8,349
+201% +$702K 0.2% 146
2021
Q4 		$302K Sell
4,161
-6,102
-59% -$461K 0.12% 220
2021
Q3 		$719K Buy
10,263
+4,459
+77% +$323K 0.18% 154
2021
Q2 		$498K Buy
+5,804
New +$490K 0.09% 260
2020
Q3 		– Sell
-15,809
Closed -$1.14M – 916
2020
Q2 		$1.14M Sell
15,809
-32,972
-68% -$2.33M 0.39% 52
2020
Q1 		$2.62M Buy
48,781
+17,686
+57% +$1.44M 0.57% 24
2019
Q4 		$3.46M Buy
+31,095
New +$3.49M 0.35% 51

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FORA Capital's PSX Position: Q4 2025 in Review

FORA Capital sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 5,238 shares — an estimated $712K sold.

FORA Capital first reported a position in PSX in Q4 2019 and held it in 12 quarters. The position peaked at $10.6M in Q3 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • FORA Capital reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 5,238 Phillips 66 shares in Q4 2025, an estimated $712K.
  • FORA Capital first reported a position in Phillips 66 in Q4 2019 and held it in 12 quarters.
  • FORA Capital's Phillips 66 position peaked at $10.6M in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.