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Garde Capital’s Phillips 66 PSX Stock Holding History

Garde Capital’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
-872
Closed -$104K – 663
2025
Q2 		$104K Buy
872
+5
+0.6% +$560 0.01% 279
2025
Q1 		$107K Sell
867
-436
-33% -$53.7K 0.01% 270
2024
Q4 		$148K Buy
1,303
+447
+52% +$56.9K 0.01% 233
2024
Q3 		$113K Hold
856
– – 0.01% 256
2024
Q2 		$121K Buy
856
+1
+0.1% +$148 0.01% 247
2024
Q1 		$139K Sell
855
-383
-31% -$55.2K 0.01% 247
2023
Q4 		$165K Buy
+1,238
New +$148K 0.01% 226

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

Garde Capital's PSX Position: Q3 2025 in Review

Garde Capital sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 872 shares — an estimated $104K sold.

Garde Capital first reported a position in PSX in Q4 2023 and held it in 7 quarters. The position peaked at $165K in Q4 2023. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Garde Capital reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 872 Phillips 66 shares in Q3 2025, an estimated $104K.
  • Garde Capital first reported a position in Phillips 66 in Q4 2023 and held it in 7 quarters.
  • Garde Capital's Phillips 66 position peaked at $165K in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.