FSA Wealth Management’s Phillips 66 PSX Stock Holding History

FSA Wealth Management’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	$3.44K	Hold	25	–	–	﹤0.01%	449
2025 Q2	$3.01K	Hold	25	–	–	﹤0.01%	431
2025 Q1	$3.12K	Hold	25	–	–	﹤0.01%	405
2024 Q4	$2.88K	Sell	25 -66	-73%	-$8.4K	﹤0.01%	444
2024 Q3	$12K	Buy	+91	New	+$12.3K	﹤0.01%	288
2024 Q1	$4.13K	Hold	25	–	–	﹤0.01%	476
2023 Q4	$3K	Buy	+25	New	+$2.99K	﹤0.01%	503
2021 Q1	–	Sell	-297	Closed	-$21K	–	198
2020 Q4	$21K	Buy	+297	New	+$17.4K	0.01%	203
2020 Q3	–	Sell	-408	Closed	-$29K	–	279
2020 Q2	$29K	Sell	408 -36	-8%	-$2.55K	0.02%	164
2020 Q1	$24K	Hold	444	–	–	0.02%	163
2019 Q4	$49K	Buy	+444	New	+$49.9K	0.03%	132

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FSA Wealth Management's PSX Position: Q3 2025 in Review

FSA Wealth Management held its Phillips 66 (PSX) position steady in Q3 2025 at 25 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

FSA Wealth Management first reported a position in PSX in Q4 2019 and has held it in 11 quarters since. The position peaked at $49K in Q4 2019. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

FSA Wealth Management held 25 shares of Phillips 66 worth $3.44K as of Q3 2025.
FSA Wealth Management left its Phillips 66 share count unchanged in Q3 2025.
Phillips 66 made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #449 holding.
FSA Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Phillips 66 position peaked at $49K in Q4 2019.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.