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Fractal Investments’s Phillips 66 PSX Stock Holding History

Fractal Investments’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
-1,823
Closed -$208K – 78
2024
Q4 		$208K Sell
1,823
-677
-27% -$86.1K 0.03% 73
2024
Q3 		$329K Hold
2,500
– – 0.06% 58
2024
Q2 		$353K Hold
2,500
– – 0.06% 50
2024
Q1 		$408K Hold
2,500
– – 0.07% 48
2023
Q4 		$333K Buy
+2,500
New +$299K 0.07% 53
2023
Q1 		– Sell
-14,471
Closed -$1.51M – 100
2022
Q4 		$1.51M Buy
+14,471
New +$1.48M 0.36% 27
2022
Q3 		– Sell
-71,505
Closed -$5.86M – 92
2022
Q2 		$5.86M Sell
71,505
-11,115
-13% -$1.03M 1.93% 13
2022
Q1 		$7.14M Buy
+82,620
New +$6.95M 2.1% 12

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fractal Investments's PSX Position: Q1 2025 in Review

Fractal Investments sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 1,823 shares — an estimated $208K sold.

Fractal Investments first reported a position in PSX in Q1 2022 and held it in 8 quarters. The position peaked at $7.14M in Q1 2022. 1,795 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Fractal Investments reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Fractal Investments sold 1,823 Phillips 66 shares in Q1 2025, an estimated $208K.
  • Fractal Investments first reported a position in Phillips 66 in Q1 2022 and held it in 8 quarters.
  • Fractal Investments's Phillips 66 position peaked at $7.14M in Q1 2022.
  • 1,795 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Fractal Investments's 13F filing for Q1 2025, filed 6 May 2025.