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Litman Gregory Wealth Management’s Phillips 66 PSX Stock Holding History

Litman Gregory 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
Q4 		$67.6K Buy
+524
New +$70.5K ﹤0.01% 209
2018
Q1 		– Sell
-342
Closed -$35K – 171
2017
Q4 		$35K Hold
342
– – 0.01% 60
2017
Q3 		$31K Buy
+342
New +$29K 0.02% 61

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's PSX Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Phillips 66 (PSX) in Q4 2025: 524 shares worth $67.6K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PSX as recently as Q4 2017.

Litman Gregory Wealth Management first reported a position in PSX in Q3 2017 and has held it in 3 quarters since. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Litman Gregory Wealth Management held 524 shares of Phillips 66 worth $67.6K as of Q4 2025.
  • Phillips 66 was a new Litman Gregory Wealth Management position in Q4 2025.
  • Phillips 66 made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #209 holding.
  • Litman Gregory Wealth Management first reported a position in Phillips 66 in Q3 2017 and has held it in 3 quarters since.
  • 1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.