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INVST’s Phillips 66 PSX Stock Holding History

INVST’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
-4,554
Closed -$519K – 317
2024
Q4 		$519K Sell
4,554
-1,647
-27% -$210K 0.06% 168
2024
Q3 		$815K Buy
6,201
+145
+2% +$19.6K 0.1% 131
2024
Q2 		$854K Buy
6,056
+367
+6% +$54.3K 0.09% 115
2024
Q1 		$929K Buy
+5,689
New +$820K 0.11% 98
2023
Q1 		– Sell
-8,216
Closed -$824K – 188
2022
Q4 		$824K Sell
8,216
-663
-7% -$67.8K 0.13% 96
2022
Q3 		$809K Sell
8,879
-29
-0.3% -$2.47K 0.14% 86
2022
Q2 		$763K Buy
8,908
+2,987
+50% +$276K 0.12% 102
2022
Q1 		$530K Buy
5,921
+193
+3% +$16.2K 0.09% 108
2021
Q4 		$481K Buy
+5,728
New +$433K 0.08% 119

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
Wells Fargo
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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

INVST's PSX Position: Q1 2025 in Review

INVST sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 4,554 shares — an estimated $519K sold.

INVST first reported a position in PSX in Q4 2021 and held it in 9 quarters. The position peaked at $929K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • INVST reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • INVST sold 4,554 Phillips 66 shares in Q1 2025, an estimated $519K.
  • INVST first reported a position in Phillips 66 in Q4 2021 and held it in 9 quarters.
  • INVST's Phillips 66 position peaked at $929K in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.