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Laird Norton Wetherby Wealth Management’s Phillips 66 PSX Stock Holding History

Laird Norton Wetherby 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
Q3 		$1.54M Sell
11,347
-166
-1% -$21.3K 0.06% 280
2025
Q2 		$1.37M Buy
+11,513
New +$1.29M 0.06% 291
2024
Q4 		$1.3M Sell
11,428
-1,156
-9% -$147K 0.06% 278
2024
Q3 		$1.65M Sell
12,584
-326
-3% -$44K 0.08% 256
2024
Q2 		$1.82M Buy
12,910
+56
+0.4% +$8.29K 0.09% 225
2024
Q1 		$2.1M Sell
12,854
-42
-0.3% -$6.05K 0.1% 212
2023
Q4 		$1.72M Buy
12,896
+366
+3% +$43.7K 0.09% 239
2023
Q3 		$1.51M Sell
12,530
-185
-1% -$20.8K 0.09% 251
2023
Q2 		$1.21M Sell
12,715
-368
-3% -$35.8K 0.07% 298
2023
Q1 		$1.33M Buy
13,083
+134
+1% +$13.6K 0.08% 272
2022
Q4 		$1.35M Buy
12,949
+865
+7% +$88.5K 0.09% 263
2022
Q3 		$975K Buy
12,084
+1,179
+11% +$100K 0.07% 299
2022
Q2 		$894K Sell
10,905
-1,254
-10% -$116K 0.06% 315
2022
Q1 		$1.05M Buy
12,159
+1,553
+15% +$131K 0.06% 299
2021
Q4 		$769K Buy
10,606
+1,136
+12% +$85.9K 0.04% 386
2021
Q3 		$663K Buy
9,470
+65
+0.7% +$4.71K 0.04% 406
2021
Q2 		$807K Buy
9,405
+350
+4% +$29.5K 0.05% 356
2021
Q1 		$739K Sell
9,055
-36
-0.4% -$2.83K 0.06% 335
2020
Q4 		$636K Sell
9,091
-270
-3% -$15.8K 0.04% 394
2020
Q3 		$485K Sell
9,361
-625
-6% -$38.1K 0.04% 386
2020
Q2 		$718K Sell
9,986
-302
-3% -$21.4K 0.07% 279
2020
Q1 		$552K Sell
10,288
-1,203
-10% -$97.9K 0.06% 297
2019
Q4 		$1.28M Sell
11,491
-185
-2% -$20.8K 0.13% 178
2019
Q3 		$1.2M Buy
11,676
+593
+5% +$59.4K 0.12% 181
2019
Q2 		$1.04M Sell
11,083
-690
-6% -$61.9K 0.11% 198
2019
Q1 		$1.12M Sell
11,773
-184
-2% -$17.5K 0.14% 159
2018
Q4 		$1.03M Buy
11,957
+340
+3% +$33.2K 0.15% 153
2018
Q3 		$1.31M Sell
11,617
-24
-0.2% -$2.77K 0.16% 138
2018
Q2 		$1.31M Buy
11,641
+194
+2% +$21.8K 0.18% 132
2018
Q1 		$1.1M Buy
11,447
+172
+2% +$16.7K 0.15% 156
2017
Q4 		$1.14M Sell
11,275
-78
-0.7% -$7.42K 0.16% 149
2017
Q3 		$1.04M Buy
11,353
+111
+1% +$9.4K 0.15% 153
2017
Q2 		$930K Sell
11,242
-270
-2% -$21.2K 0.16% 162
2017
Q1 		$912K Buy
11,512
+590
+5% +$47.5K 0.16% 141
2016
Q4 		$943K Buy
10,922
+37
+0.3% +$3.08K 0.18% 118
2016
Q3 		$877K Buy
10,885
+320
+3% +$24.9K 0.18% 135
2016
Q2 		$838K Sell
10,565
-263
-2% -$21.5K 0.19% 121
2016
Q1 		$938K Sell
10,828
-882
-8% -$71.7K 0.22% 99
2015
Q4 		$958K Buy
11,710
+42
+0.4% +$3.62K 0.23% 96
2015
Q3 		$896K Buy
11,668
+1,096
+10% +$87.1K 0.23% 96
2015
Q2 		$852K Buy
10,572
+381
+4% +$30.3K 0.2% 106
2015
Q1 		$801K Buy
10,191
+1,006
+11% +$73.8K 0.2% 111
2014
Q4 		$659K Sell
9,185
-470
-5% -$34.7K 0.17% 133
2014
Q3 		$785K Buy
9,655
+978
+11% +$81.4K 0.22% 107
2014
Q2 		$698K Sell
8,677
-476
-5% -$39.2K 0.2% 124
2014
Q1 		$706K Sell
9,153
-728
-7% -$55.4K 0.2% 119
2013
Q4 		$762K Sell
9,881
-141
-1% -$9.41K 0.22% 111
2013
Q3 		$580K Buy
10,022
+99
+1% +$5.74K 0.18% 137
2013
Q2 		$585K Buy
+9,923
New +$624K 0.2% 114

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

Laird Norton Wetherby Wealth Management's PSX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Phillips 66 (PSX) stake by 1.4% in Q3 2025, selling an estimated $21.3K and leaving 11,347 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #280.

Laird Norton Wetherby Wealth Management first reported a position in PSX in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.1M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 11,347 shares of Phillips 66 worth $1.54M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 166 Phillips 66 shares in Q3 2025, an estimated $21.3K.
  • Phillips 66 made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #280 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Phillips 66 in Q2 2013 and has held it in 49 quarters since.
  • Laird Norton Wetherby Wealth Management's Phillips 66 position peaked at $2.1M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.