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FSC Wealth Advisors’s Phillips 66 PSX Stock Holding History

FSC Wealth Advisors’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 		– Sell
-199
Closed -$24.6K – 207
2025
Q1 		$24.6K Hold
199
– – 0.02% 155
2024
Q4 		$22.7K Hold
199
– – 0.01% 155
2024
Q3 		$26.2K Hold
199
– – 0.02% 143
2024
Q2 		$28.1K Hold
199
– – 0.02% 136
2024
Q1 		$32.5K Sell
199
-323
-62% -$46.5K 0.02% 130
2023
Q4 		$69.5K Buy
522
+323
+162% +$38.6K 0.05% 84
2023
Q3 		$23.9K Hold
199
– – 0.02% 116
2023
Q2 		$19K Hold
199
– – 0.02% 112
2023
Q1 		$20.2K Buy
+199
New +$20.2K 0.03% 92

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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

FSC Wealth Advisors's PSX Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 199 shares — an estimated $24.6K sold.

FSC Wealth Advisors first reported a position in PSX in Q1 2023 and held it in 9 quarters. The position peaked at $69.5K in Q4 2023. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 199 Phillips 66 shares in Q2 2025, an estimated $24.6K.
  • FSC Wealth Advisors first reported a position in Phillips 66 in Q1 2023 and held it in 9 quarters.
  • FSC Wealth Advisors's Phillips 66 position peaked at $69.5K in Q4 2023.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.