Graypoint LLC’s Phillips 66 PSX Stock Holding History

Graypoint LLC’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	$300K	Sell	2,512 -1,230	-33%	-$138K	0.02%	432
2025 Q1	$462K	Buy	3,742 +139	+4%	+$17.1K	0.03%	320
2024 Q4	$410K	Sell	3,603 -955	-21%	-$121K	0.02%	347
2024 Q3	$599K	Sell	4,558 -165	-3%	-$22.3K	0.04%	266
2024 Q2	$667K	Buy	4,723 +1,326	+39%	+$196K	0.05%	226
2024 Q1	$555K	Buy	3,397 +372	+12%	+$53.6K	0.04%	260
2023 Q4	$403K	Buy	3,025 +141	+5%	+$16.9K	0.03%	293
2023 Q3	$347K	Buy	+2,884	New	+$324K	0.03%	300
2023 Q2	–	Sell	-2,122	Closed	-$215K	–	389
2023 Q1	$215K	Buy	+2,122	New	+$216K	0.02%	337

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

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

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

Graypoint LLC's PSX Position: Q2 2025 in Review

Graypoint LLC reduced its Phillips 66 (PSX) stake by 33% in Q2 2025, selling an estimated $138K and leaving 2,512 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #432.

Graypoint LLC first reported a position in PSX in Q1 2023 and has held it in 9 quarters since. The position peaked at $667K in Q2 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Graypoint LLC held 2,512 shares of Phillips 66 worth $300K as of Q2 2025.
Graypoint LLC sold 1,230 Phillips 66 shares in Q2 2025, an estimated $138K.
Phillips 66 made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #432 holding.
Graypoint LLC first reported a position in Phillips 66 in Q1 2023 and has held it in 9 quarters since.
Graypoint LLC's Phillips 66 position peaked at $667K in Q2 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.