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Longfellow Investment Management’s Phillips 66 PSX Stock Holding History

Longfellow Investment 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 		– Sell
-3,262
Closed -$403K – 289
2025
Q1 		$403K Hold
3,262
– – 0.1% 116
2024
Q4 		$372K Buy
3,262
+956
+41% +$122K 0.1% 117
2024
Q3 		$303K Buy
2,306
+13
+0.6% +$1.75K 0.08% 130
2024
Q2 		$324K Buy
2,293
+15
+0.7% +$2.22K 0.08% 119
2024
Q1 		$372K Sell
2,278
-2,152
-49% -$310K 0.08% 116
2023
Q4 		$590K Sell
4,430
-3,591
-45% -$429K 0.15% 81
2023
Q3 		$964K Sell
8,021
-2,623
-25% -$294K 0.26% 57
2023
Q2 		$1.02M Buy
10,644
+433
+4% +$42.1K 0.23% 62
2023
Q1 		$1.04M Hold
10,211
– – 0.24% 67
2022
Q4 		$1.06M Hold
10,211
– – 0.24% 75
2022
Q3 		$824K Hold
10,211
– – 0.17% 112
2022
Q2 		$838K Hold
10,211
– – 0.18% 108
2022
Q1 		$883K Hold
10,211
– – 0.14% 130
2021
Q4 		$740K Buy
10,211
+1,261
+14% +$95.3K 0.12% 139
2021
Q3 		$627K Hold
8,950
– – 0.1% 147
2021
Q2 		$769K Sell
8,950
-5,853
-40% -$494K 0.11% 153
2021
Q1 		$1.21M Sell
14,803
-2,202
-13% -$173K 0.15% 157
2020
Q4 		$1.19M Buy
+17,005
New +$998K 0.14% 144

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

Longfellow Investment Management's PSX Position: Q2 2025 in Review

Longfellow Investment Management sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 3,262 shares — an estimated $403K sold.

Longfellow Investment Management first reported a position in PSX in Q4 2020 and held it in 18 quarters. The position peaked at $1.21M in Q1 2021. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Longfellow Investment Management reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 3,262 Phillips 66 shares in Q2 2025, an estimated $403K.
  • Longfellow Investment Management first reported a position in Phillips 66 in Q4 2020 and held it in 18 quarters.
  • Longfellow Investment Management's Phillips 66 position peaked at $1.21M in Q1 2021.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Longfellow Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.