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Heartwood Wealth Advisors’s Phillips 66 PSX Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-629
Closed -$85.6K – 503
2025
Q3 		$85.6K Buy
+629
New +$80.6K 0.01% 273

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's PSX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 629 shares — an estimated $85.6K sold.

Heartwood Wealth Advisors first reported a position in PSX in Q3 2025 and held it in 1 quarter. The position peaked at $85.6K in Q3 2025. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 629 Phillips 66 shares in Q4 2025, an estimated $85.6K.
  • Heartwood Wealth Advisors first reported a position in Phillips 66 in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Phillips 66 position peaked at $85.6K in Q3 2025.
  • 1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.