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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.9B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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