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Menard Financial Group’s Phillips 66 PSX Stock Holding History

Menard Financial Group’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
Q1 		– Sell
-327
Closed -$37.3K – 256
2024
Q4 		$37.3K Buy
+327
New +$41.6K 0.02% 198
2020
Q3 		– Sell
-3,833
Closed -$276K – 145
2020
Q2 		$276K Buy
+3,833
New +$271K 0.35% 71
2020
Q1 		– Sell
-5,267
Closed -$587K – 96
2019
Q4 		$587K Buy
+5,267
New +$592K 0.56% 59

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Menard Financial Group's PSX Position: Q1 2025 in Review

Menard Financial Group sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 327 shares — an estimated $37.3K sold.

Menard Financial Group first reported a position in PSX in Q4 2019 and held it in 3 quarters. The position peaked at $587K in Q4 2019. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Menard Financial Group reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 327 Phillips 66 shares in Q1 2025, an estimated $37.3K.
  • Menard Financial Group first reported a position in Phillips 66 in Q4 2019 and held it in 3 quarters.
  • Menard Financial Group's Phillips 66 position peaked at $587K in Q4 2019.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.