Guerra Advisors’s Phillips 66 PSX Stock Holding History

Guerra 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 Q3	$4.93K	Buy	+36	New	+$4.61K	﹤0.01%	403

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

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

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

Guerra Advisors's PSX Position: Q3 2025 in Review

Guerra Advisors opened a new position in Phillips 66 (PSX) in Q3 2025: 36 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Guerra Advisors held 36 shares of Phillips 66 worth $4.93K as of Q3 2025.
Phillips 66 was a new Guerra Advisors position in Q3 2025.
Phillips 66 made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #403 holding.
1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.