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Horizon Bancorp’s Phillips 66 PSX Stock Holding History

Horizon Bancorp’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
-750
Closed -$89K – 202
2025
Q2 		$89K Buy
+750
New +$84K 0.04% 125
2024
Q4 		– Sell
-144
Closed -$19K – 215
2024
Q3 		$19K Hold
144
– – 0.01% 165
2024
Q2 		$20K Hold
144
– – 0.01% 170
2024
Q1 		$24K Hold
144
– – 0.01% 173
2023
Q4 		$19K Hold
144
– – 0.01% 179
2023
Q3 		$17K Hold
144
– – 0.01% 170
2023
Q2 		$14K Hold
144
– – 0.01% 177
2023
Q1 		$15K Hold
144
– – 0.01% 126
2022
Q4 		$15K Buy
+144
New +$14.7K 0.01% 164
2020
Q3 		$7K Buy
+144
New +$8.79K 0.01% 218
2020
Q1 		– Sell
-1,625
Closed -$181K – 300
2019
Q4 		$181K Buy
+1,625
New +$183K 0.17% 153

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

Horizon Bancorp's PSX Position: Q3 2025 in Review

Horizon Bancorp sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 750 shares — an estimated $89K sold.

Horizon Bancorp first reported a position in PSX in Q4 2019 and held it in 11 quarters. The position peaked at $181K in Q4 2019. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Horizon Bancorp reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Horizon Bancorp sold 750 Phillips 66 shares in Q3 2025, an estimated $89K.
  • Horizon Bancorp first reported a position in Phillips 66 in Q4 2019 and held it in 11 quarters.
  • Horizon Bancorp's Phillips 66 position peaked at $181K in Q4 2019.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Horizon Bancorp's 13F filing for Q3 2025, filed 29 Oct 2025.