McIntyre, Freedman & Flynn Investment Advisers’s Phillips 66 PSX Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	-2,925	Closed	-$349K	–	82
2025 Q2	$349K	Sell	2,925 -33	-1%	-$3.7K	0.25%	51
2025 Q1	$365K	Hold	2,958	–	–	0.27%	52
2024 Q4	$337K	Hold	2,958	–	–	0.25%	53
2024 Q3	$389K	Hold	2,958	–	–	0.28%	51
2024 Q2	$418K	Hold	2,958	–	–	0.3%	51
2024 Q1	$483K	Sell	2,958 -33	-1%	-$4.76K	0.35%	49
2023 Q4	$398K	Hold	2,991	–	–	0.32%	51
2023 Q3	$359K	Hold	2,991	–	–	0.3%	53
2023 Q2	$285K	Hold	2,991	–	–	0.24%	51
2023 Q1	$303K	Sell	2,991 -25	-0.8%	-$2.54K	0.26%	52
2022 Q4	$314K	Buy	+3,016	New	+$308K	0.26%	53

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's PSX Position: Q3 2025 in Review

McIntyre, Freedman & Flynn Investment Advisers sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 2,925 shares — an estimated $349K sold.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in PSX in Q4 2022 and held it in 11 quarters. The position peaked at $483K in Q1 2024. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

McIntyre, Freedman & Flynn Investment Advisers reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
McIntyre, Freedman & Flynn Investment Advisers sold 2,925 Phillips 66 shares in Q3 2025, an estimated $349K.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Phillips 66 in Q4 2022 and held it in 11 quarters.
McIntyre, Freedman & Flynn Investment Advisers's Phillips 66 position peaked at $483K in Q1 2024.
1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q3 2025, filed 13 Nov 2025.