Iron Horse Wealth Management’s Phillips 66 PSX Stock Holding History

Iron Horse Wealth Management’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 Q2	$9.78K	Hold	82	–	–	﹤0.01%	287
2025 Q1	$10.1K	Buy	82 +62	+310%	+$7.64K	﹤0.01%	272
2024 Q4	$2.28K	Hold	20	–	–	﹤0.01%	380
2024 Q3	$2.63K	Hold	20	–	–	﹤0.01%	353
2024 Q2	$2.83K	Hold	20	–	–	﹤0.01%	330
2024 Q1	$3.27K	Hold	20	–	–	﹤0.01%	295
2023 Q4	$2.66K	Hold	20	–	–	﹤0.01%	330
2023 Q3	$2.4K	Hold	20	–	–	﹤0.01%	341
2023 Q2	$1.91K	Hold	20	–	–	﹤0.01%	237
2023 Q1	$2.03K	Buy	20 +19	+1,900%	+$1.93K	﹤0.01%	255
2022 Q4	$0	Hold	1	–	–	﹤0.01%	268
2022 Q3	$0	Hold	1	–	–	﹤0.01%	244
2022 Q2	$0	Hold	1	–	–	﹤0.01%	302
2022 Q1	$0	Hold	1	–	–	﹤0.01%	259
2021 Q4	$0	Hold	1	–	–	﹤0.01%	241
2021 Q3	$0	Buy	+1	New	+$72	﹤0.01%	233

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

EIM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's PSX Position: Q2 2025 in Review

Iron Horse Wealth Management held its Phillips 66 (PSX) position steady in Q2 2025 at 82 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Iron Horse Wealth Management first reported a position in PSX in Q3 2021 and has held it in 16 quarters since. The position peaked at $10.1K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Iron Horse Wealth Management held 82 shares of Phillips 66 worth $9.78K as of Q2 2025.
Iron Horse Wealth Management left its Phillips 66 share count unchanged in Q2 2025.
Phillips 66 made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #287 holding.
Iron Horse Wealth Management first reported a position in Phillips 66 in Q3 2021 and has held it in 16 quarters since.
Iron Horse Wealth Management's Phillips 66 position peaked at $10.1K in Q1 2025.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.