Fort Point Capital Partners’s Phillips 66 PSX Stock Holding History

Fort Point Capital Partners’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	-32,013	Closed	-$4.35M	–	232
2025 Q3	$4.35M	Sell	32,013 -186	-0.6%	-$23.8K	0.51%	41
2025 Q2	$3.84M	Sell	32,199 -39,434	-55%	-$4.42M	0.28%	57
2025 Q1	$8.85M	Sell	71,633 -7	-0%	-$863	0.98%	24
2024 Q4	$8.16M	Sell	71,640 -53	-0.1%	-$6.74K	0.89%	30
2024 Q3	$9.42M	Buy	71,693 +84	+0.1%	+$11.3K	1.16%	18
2024 Q2	$10.1M	Sell	71,609 -5	-0%	-$740	1.28%	17
2024 Q1	$11.7M	Hold	71,614	–	–	1.56%	15
2023 Q4	$9.53M	Hold	71,614	–	–	1.35%	17
2023 Q3	$8.6M	Buy	71,614 +5	+0%	+$561	1.31%	17
2023 Q2	$6.83M	Hold	71,609	–	–	0.96%	26
2023 Q1	$7.26M	Hold	71,609	–	–	1.1%	19
2022 Q4	$7.45M	Hold	71,609	–	–	1.16%	20
2022 Q3	$5.78M	Hold	71,609	–	–	0.96%	29
2022 Q2	$5.87M	Sell	71,609 -10	-0%	-$925	0.96%	31
2022 Q1	$6.19M	Buy	+71,619	New	+$6.03M	0.86%	34

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

EIM

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fort Point Capital Partners's PSX Position: Q4 2025 in Review

Fort Point Capital Partners sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 32,013 shares — an estimated $4.35M sold.

Fort Point Capital Partners first reported a position in PSX in Q1 2022 and held it in 15 quarters. The position peaked at $11.7M in Q1 2024. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Fort Point Capital Partners reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Fort Point Capital Partners sold 32,013 Phillips 66 shares in Q4 2025, an estimated $4.35M.
Fort Point Capital Partners first reported a position in Phillips 66 in Q1 2022 and held it in 15 quarters.
Fort Point Capital Partners's Phillips 66 position peaked at $11.7M in Q1 2024.
1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

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