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Frisch Financial Group’s Phillips 66 PSX Stock Holding History

Frisch 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
Q3 		– Sell
-1,989
Closed -$237K – 167
2025
Q2 		$237K Buy
+1,989
New +$223K 0.06% 129

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Frisch Financial Group's PSX Position: Q3 2025 in Review

Frisch Financial Group sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,989 shares — an estimated $237K sold.

Frisch Financial Group first reported a position in PSX in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 1,838 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Frisch Financial Group reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Frisch Financial Group sold 1,989 Phillips 66 shares in Q3 2025, an estimated $237K.
  • Frisch Financial Group first reported a position in Phillips 66 in Q2 2025 and held it in 1 quarter.
  • Frisch Financial Group's Phillips 66 position peaked at $237K in Q2 2025.
  • 1,838 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Frisch Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.