Future Financial Wealth Management’s Phillips 66 PSX Stock Holding History

Future Financial 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 Q4	–	Sell	-300	Closed	-$40.8K	–	348
2025 Q3	$40.8K	Hold	300	–	–	0.03%	278
2025 Q2	$35.8K	Hold	300	–	–	0.02%	278
2025 Q1	$37K	Hold	300	–	–	0.03%	265
2024 Q4	$34.2K	Sell	300 -150	-33%	-$19.1K	0.03%	276
2024 Q3	$59.2K	Buy	+450	New	+$60.8K	0.04%	233
2024 Q2	–	Sell	-500	Closed	-$81.7K	–	361
2024 Q1	$81.7K	Buy	+500	New	+$72.1K	0.06%	197
2022 Q4	–	Sell	-4,331	Closed	-$355K	–	128
2022 Q3	$355K	Buy	+4,331	New	+$369K	0.41%	72
2022 Q2	–	Sell	-466	Closed	-$40K	–	378
2022 Q1	$40K	Sell	466 -46	-9%	-$3.87K	0.03%	293
2021 Q4	$39K	Buy	+512	New	+$38.7K	0.03%	308

Other funds holding PSX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Future Financial Wealth Management's PSX Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 300 shares — an estimated $40.8K sold.

Future Financial Wealth Management first reported a position in PSX in Q4 2021 and held it in 9 quarters. The position peaked at $355K in Q3 2022. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Future Financial Wealth Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 300 Phillips 66 shares in Q4 2025, an estimated $40.8K.
Future Financial Wealth Management first reported a position in Phillips 66 in Q4 2021 and held it in 9 quarters.
Future Financial Wealth Management's Phillips 66 position peaked at $355K in Q3 2022.
1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.