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Holos Integrated Wealth’s Phillips 66 PSX Stock Holding History

Holos Integrated Wealth’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
-54
Closed -$6.43K – 311
2025
Q2 		$6.43K Hold
54
– – ﹤0.01% 212
2025
Q1 		$6.67K Sell
54
-36
-40% -$4.44K ﹤0.01% 213
2024
Q4 		$10.3K Buy
+90
New +$11.4K 0.01% 196

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holos Integrated Wealth's PSX Position: Q3 2025 in Review

Holos Integrated Wealth sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 54 shares — an estimated $6.43K sold.

Holos Integrated Wealth first reported a position in PSX in Q4 2024 and held it in 3 quarters. The position peaked at $10.3K in Q4 2024. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Holos Integrated Wealth reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 54 Phillips 66 shares in Q3 2025, an estimated $6.43K.
  • Holos Integrated Wealth first reported a position in Phillips 66 in Q4 2024 and held it in 3 quarters.
  • Holos Integrated Wealth's Phillips 66 position peaked at $10.3K in Q4 2024.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Holos Integrated Wealth's 13F filing for Q3 2025, filed 5 Jan 2026.