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Fortem Financial Group’s Phillips 66 PSX Stock Holding History

Fortem Financial Group’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 		– Sell
-2,040
Closed -$232K – 189
2024
Q4 		$232K Sell
2,040
-353
-15% -$44.9K 0.09% 164
2024
Q3 		$315K Sell
2,393
-10,838
-82% -$1.46M 0.13% 144
2024
Q2 		$1.87M Sell
13,231
-635
-5% -$94K 0.8% 34
2024
Q1 		$2.26M Buy
13,866
+354
+3% +$51K 0.99% 26
2023
Q4 		$1.8M Buy
13,512
+125
+0.9% +$14.9K 0.9% 30
2023
Q3 		$1.61M Sell
13,387
-2,666
-17% -$299K 0.94% 30
2023
Q2 		$1.53M Sell
16,053
-2,408
-13% -$234K 0.91% 30
2023
Q1 		$1.87M Buy
18,461
+6,598
+56% +$671K 1.22% 23
2022
Q4 		$1.23M Buy
11,863
+1,454
+14% +$149K 0.72% 39
2022
Q3 		$840K Buy
10,409
+94
+0.9% +$8.01K 0.58% 64
2022
Q2 		$846K Buy
+10,315
New +$954K 0.55% 59
2021
Q1 		– Sell
-36
Closed -$3K – 375
2020
Q4 		$3K Buy
+36
New +$2.11K ﹤0.01% 437

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortem Financial Group's PSX Position: Q1 2025 in Review

Fortem Financial Group sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 2,040 shares — an estimated $232K sold.

Fortem Financial Group first reported a position in PSX in Q4 2020 and held it in 12 quarters. The position peaked at $2.26M in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Fortem Financial Group reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Fortem Financial Group sold 2,040 Phillips 66 shares in Q1 2025, an estimated $232K.
  • Fortem Financial Group first reported a position in Phillips 66 in Q4 2020 and held it in 12 quarters.
  • Fortem Financial Group's Phillips 66 position peaked at $2.26M in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Fortem Financial Group's 13F filing for Q1 2025, filed 1 May 2025.