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Little House Capital’s Phillips 66 PSX Stock Holding History

Little House Capital’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 		– Sell
-1,904
Closed -$235K – 133
2025
Q1 		$235K Buy
+1,904
New +$235K 0.06% 125
2024
Q3 		– Sell
-1,430
Closed -$202K – 118
2024
Q2 		$202K Sell
1,430
-246
-15% -$36.4K 0.06% 114
2024
Q1 		$274K Sell
1,676
-119
-7% -$17.1K 0.09% 117
2023
Q4 		$239K Buy
1,795
+119
+7% +$14.2K 0.09% 114
2023
Q3 		$201K Buy
+1,676
New +$188K 0.08% 113
2022
Q4 		– Sell
-2,866
Closed -$231K – 115
2022
Q3 		$231K Hold
2,866
– – 0.12% 105
2022
Q2 		$235K Sell
2,866
-98
-3% -$9.07K 0.13% 108
2022
Q1 		$256K Sell
2,964
-247
-8% -$20.8K 0.13% 127
2021
Q4 		$233K Hold
3,211
– – 0.12% 131
2021
Q3 		$225K Sell
3,211
-284
-8% -$20.6K 0.13% 131
2021
Q2 		$300K Buy
+3,495
New +$295K 0.16% 119
2021
Q1 		– Sell
-3,495
Closed -$244K – 146
2020
Q4 		$244K Sell
3,495
-1,095
-24% -$64.3K 0.18% 97
2020
Q3 		$237K Buy
4,590
+10
+0.2% +$610 0.2% 87
2020
Q2 		$329K Sell
4,580
-180
-4% -$12.7K 0.3% 77
2020
Q1 		$255K Sell
4,760
-307
-6% -$25K 0.28% 70
2019
Q4 		$564K Buy
5,067
+325
+7% +$36.5K 0.49% 62
2019
Q3 		$486K Buy
4,742
+45
+1% +$4.51K 0.37% 78
2019
Q2 		$481 Buy
4,697
+405
+9% +$36.3K 0.32% 80
2019
Q1 		$408K Buy
4,292
+4
+0.1% +$380 0.31% 81
2018
Q4 		$369K Buy
+4,288
New +$419K 0.36% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Little House Capital's PSX Position: Q2 2025 in Review

Little House Capital sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 1,904 shares — an estimated $235K sold.

Little House Capital first reported a position in PSX in Q4 2018 and held it in 20 quarters. The position peaked at $564K in Q4 2019. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Little House Capital reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Little House Capital sold 1,904 Phillips 66 shares in Q2 2025, an estimated $235K.
  • Little House Capital first reported a position in Phillips 66 in Q4 2018 and held it in 20 quarters.
  • Little House Capital's Phillips 66 position peaked at $564K in Q4 2019.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.