Investment Research & Advisory Group’s Phillips 66 PSX Stock Holding History

Investment Research & Advisory Group’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 Q1	–	Sell	-500	Closed	-$57K	–	255
2024 Q4	$57K	Hold	500	–	–	0.02%	100
2024 Q3	$65.7K	Hold	500	–	–	0.03%	94
2024 Q2	$70.6K	Hold	500	–	–	0.03%	88
2024 Q1	$81.7K	Buy	+500	New	+$72.1K	0.04%	86
2022 Q1	–	Sell	-611	Closed	-$44K	–	194
2021 Q4	$44K	Hold	611	–	–	0.03%	108
2021 Q3	$43K	Hold	611	–	–	0.03%	104
2021 Q2	$52K	Hold	611	–	–	0.03%	107
2021 Q1	$50K	Hold	611	–	–	0.04%	100
2020 Q4	$43K	Hold	611	–	–	0.03%	103
2020 Q3	$32K	Hold	611	–	–	0.03%	106
2020 Q2	$44K	Hold	611	–	–	0.04%	94
2020 Q1	$33K	Hold	611	–	–	0.03%	98
2019 Q4	$68K	Buy	+611	New	+$68.6K	0.06%	92

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Investment Research & Advisory Group's PSX Position: Q1 2025 in Review

Investment Research & Advisory Group sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 500 shares — an estimated $57K sold.

Investment Research & Advisory Group first reported a position in PSX in Q4 2019 and held it in 13 quarters. The position peaked at $81.7K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Investment Research & Advisory Group reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 500 Phillips 66 shares in Q1 2025, an estimated $57K.
Investment Research & Advisory Group first reported a position in Phillips 66 in Q4 2019 and held it in 13 quarters.
Investment Research & Advisory Group's Phillips 66 position peaked at $81.7K in Q1 2024.
1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Investment Research & Advisory Group's 13F filing for Q1 2025, filed 21 Apr 2025.