MidWestOne Financial Group’s Phillips 66 PSX Stock Holding History

MidWestOne 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 Q4	$226K	Hold	1,751	–	–	0.03%	287
2025 Q3	$238K	Hold	1,751	–	–	0.03%	275
2025 Q2	$209K	Sell	1,751 -141	-7%	-$15.8K	0.03%	279
2025 Q1	$234K	Hold	1,892	–	–	0.03%	255
2024 Q4	$216K	Buy	1,892 +154	+9%	+$19.6K	0.03%	272
2024 Q3	$228K	Hold	1,738	–	–	0.03%	270
2024 Q2	$245K	Buy	1,738 +11	+0.6%	+$1.63K	0.04%	265
2024 Q1	$282K	Hold	1,727	–	–	0.05%	257
2023 Q4	$230K	Sell	1,727 -12	-0.7%	-$1.43K	0.04%	262
2023 Q3	$209K	Buy	+1,739	New	+$195K	0.05%	259
2020 Q1	–	Sell	-2,404	Closed	-$267K	–	220
2019 Q4	$267K	Buy	2,404 +260	+12%	+$29.2K	0.06%	204
2019 Q3	$220K	Sell	2,144 -48	-2%	-$4.81K	0.07%	203
2019 Q2	$205K	Buy	+2,192	New	+$197K	0.06%	249

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 $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MidWestOne Financial Group's PSX Position: Q4 2025 in Review

MidWestOne Financial Group held its Phillips 66 (PSX) position steady in Q4 2025 at 1,751 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #287.

MidWestOne Financial Group first reported a position in PSX in Q2 2019 and has held it in 13 quarters since. The position peaked at $282K in Q1 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

MidWestOne Financial Group held 1,751 shares of Phillips 66 worth $226K as of Q4 2025.
MidWestOne Financial Group left its Phillips 66 share count unchanged in Q4 2025.
Phillips 66 made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #287 holding.
MidWestOne Financial Group first reported a position in Phillips 66 in Q2 2019 and has held it in 13 quarters since.
MidWestOne Financial Group's Phillips 66 position peaked at $282K in Q1 2024.
1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.