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Fulcrum Equity Management’s Phillips 66 PSX Stock Holding History

Fulcrum Equity 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 		– Sell
-1,787
Closed -$213K – 117
2025
Q2 		$213K Sell
1,787
-652
-27% -$73K 0.22% 95
2025
Q1 		$301K Buy
2,439
+149
+7% +$18.4K 0.33% 67
2024
Q4 		$261K Sell
2,290
-1,680
-42% -$214K 0.26% 89
2024
Q3 		$522K Sell
3,970
-85
-2% -$11.5K 0.44% 75
2024
Q2 		$572K Buy
4,055
+62
+2% +$9.18K 0.51% 64
2024
Q1 		$652K Sell
3,993
-57
-1% -$8.21K 0.77% 43
2023
Q4 		$539K Sell
4,050
-289
-7% -$34.5K 0.67% 37
2023
Q3 		$521K Buy
4,339
+269
+7% +$30.2K 0.61% 46
2023
Q2 		$388K Buy
4,070
+621
+18% +$60.4K 0.45% 60
2023
Q1 		$350K Buy
3,449
+581
+20% +$59.1K 0.33% 61
2022
Q4 		$298K Buy
2,868
+281
+11% +$28.7K 0.24% 54
2022
Q3 		$209K Buy
+2,587
New +$220K 0.18% 61
2019
Q4 		– Sell
-22
Closed -$2K – 193
2019
Q3 		$2K Buy
+22
New +$2.21K ﹤0.01% 218
2019
Q2 		– Sell
-5,019
Closed -$478K – 111
2019
Q1 		$478K Buy
5,019
+81
+2% +$7.7K 0.16% 38
2018
Q4 		$425K Buy
+4,938
New +$482K 0.16% 27

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
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

Fulcrum Equity Management's PSX Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,787 shares — an estimated $213K sold.

Fulcrum Equity Management first reported a position in PSX in Q4 2018 and held it in 15 quarters. The position peaked at $652K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,787 Phillips 66 shares in Q3 2025, an estimated $213K.
  • Fulcrum Equity Management first reported a position in Phillips 66 in Q4 2018 and held it in 15 quarters.
  • Fulcrum Equity Management's Phillips 66 position peaked at $652K in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.