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Marshall & Sullivan’s Phillips 66 PSX Stock Holding History

Marshall & Sullivan’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 		– Sell
-50
Closed -$5.96K – 92
2025
Q2 		$5.96K Buy
+50
New +$5.6K ﹤0.01% 108
2023
Q1 		– Sell
-50
Closed -$5.2K – 76
2022
Q4 		$5.2K Buy
+50
New +$5.11K ﹤0.01% 87

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

Marshall & Sullivan's PSX Position: Q3 2025 in Review

Marshall & Sullivan sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 50 shares — an estimated $5.96K sold.

Marshall & Sullivan first reported a position in PSX in Q4 2022 and held it in 2 quarters. The position peaked at $5.96K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Marshall & Sullivan reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 50 Phillips 66 shares in Q3 2025, an estimated $5.96K.
  • Marshall & Sullivan first reported a position in Phillips 66 in Q4 2022 and held it in 2 quarters.
  • Marshall & Sullivan's Phillips 66 position peaked at $5.96K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.