Forte Capital’s Phillips 66 PSX Stock Holding History

Forte 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 Q2	$259K	Buy	2,175 +284	+15%	+$31.8K	0.03%	225
2025 Q1	$234K	Buy	+1,891	New	+$233K	0.03%	226
2024 Q4	–	Sell	-1,606	Closed	-$211K	–	240
2024 Q3	$211K	Sell	1,606 -2	-0.1%	-$270	0.02%	233
2024 Q2	$227K	Buy	1,608 +2	+0.1%	+$296	0.03%	225
2024 Q1	$262K	Hold	1,606	–	–	0.03%	208
2023 Q4	$214K	Buy	+1,606	New	+$192K	0.03%	216
2021 Q2	–	Sell	-2,472	Closed	-$202K	–	219
2021 Q1	$202K	Buy	+2,472	New	+$194K	0.03%	203
2020 Q3	–	Sell	-2,819	Closed	-$203K	–	193
2020 Q2	$203K	Buy	+2,819	New	+$200K	0.04%	174
2018 Q1	–	Sell	-2,759	Closed	-$279K	–	138
2017 Q4	$279K	Hold	2,759	–	–	0.08%	139
2017 Q3	$253K	Buy	+2,759	New	+$234K	0.08%	141

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forte Capital's PSX Position: Q2 2025 in Review

Forte Capital increased its Phillips 66 (PSX) stake by 15% in Q2 2025, buying an estimated $31.8K and bringing the position to 2,175 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #225.

Forte Capital first reported a position in PSX in Q3 2017 and has held it in 10 quarters since. The position peaked at $279K in Q4 2017. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Forte Capital held 2,175 shares of Phillips 66 worth $259K as of Q2 2025.
Forte Capital bought 284 Phillips 66 shares in Q2 2025, an estimated $31.8K.
Phillips 66 made up 0.03% of Forte Capital's portfolio in Q2 2025, its #225 holding.
Forte Capital first reported a position in Phillips 66 in Q3 2017 and has held it in 10 quarters since.
Forte Capital's Phillips 66 position peaked at $279K in Q4 2017.
1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.