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Moloney Securities Asset Management’s Phillips 66 PSX Stock Holding History

Moloney Securities Asset 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
Q3 		$270K Sell
1,982
-8
-0.4% -$1.02K 0.03% 383
2025
Q2 		$237K Sell
1,990
-235
-11% -$26.3K 0.03% 415
2025
Q1 		$275K Sell
2,225
-226
-9% -$27.9K 0.04% 368
2024
Q4 		$279K Sell
2,451
-130
-5% -$16.5K 0.04% 358
2024
Q3 		$339K Sell
2,581
-6,729
-72% -$909K 0.05% 335
2024
Q2 		$1.31M Buy
9,310
+545
+6% +$80.7K 0.19% 127
2024
Q1 		$1.43M Sell
8,765
-768
-8% -$111K 0.22% 116
2023
Q4 		$1.27M Buy
9,533
+716
+8% +$85.6K 0.2% 121
2023
Q3 		$1.06M Buy
8,817
+6,708
+318% +$753K 0.19% 126
2023
Q2 		$201K Sell
2,109
-436
-17% -$42.4K 0.04% 377
2023
Q1 		$258K Sell
2,545
-13
-0.5% -$1.32K 0.05% 342
2022
Q4 		$266K Sell
2,558
-60
-2% -$6.14K 0.06% 308
2022
Q3 		$211K Buy
+2,618
New +$223K 0.05% 326
2021
Q3 		– Sell
-2,595
Closed -$223K – 458
2021
Q2 		$223K Buy
+2,595
New +$219K 0.04% 377
2020
Q3 		– Sell
-2,792
Closed -$201K – 346
2020
Q2 		$201K Buy
+2,792
New +$198K 0.06% 276
2020
Q1 		– Sell
-3,611
Closed -$402K – 336
2019
Q4 		$402K Sell
3,611
-790
-18% -$88.8K 0.12% 203
2019
Q3 		$451K Sell
4,401
-282
-6% -$28.3K 0.15% 168
2019
Q2 		$438K Buy
4,683
+264
+6% +$23.7K 0.15% 170
2019
Q1 		$421K Sell
4,419
-290
-6% -$27.6K 0.15% 177
2018
Q4 		$406K Buy
4,709
+91
+2% +$8.89K 0.17% 165
2018
Q3 		$521K Buy
4,618
+8
+0.2% +$925 0.18% 149
2018
Q2 		$518K Buy
4,610
+258
+6% +$29K 0.2% 151
2018
Q1 		$417K Buy
4,352
+1,211
+39% +$118K 0.17% 160
2017
Q4 		$318K Buy
3,141
+60
+2% +$5.7K 0.13% 187
2017
Q3 		$282K Sell
3,081
-7
-0.2% -$593 0.13% 193
2017
Q2 		$255K Sell
3,088
-279
-8% -$21.9K 0.13% 195
2017
Q1 		$267K Buy
3,367
+248
+8% +$20K 0.14% 186
2016
Q4 		$270K Buy
+3,119
New +$259K 0.16% 167

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

Moloney Securities Asset Management's PSX Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Phillips 66 (PSX) stake by 0.4% in Q3 2025, selling an estimated $1.02K and leaving 1,982 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #383.

Moloney Securities Asset Management first reported a position in PSX in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.43M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Moloney Securities Asset Management held 1,982 shares of Phillips 66 worth $270K as of Q3 2025.
  • Moloney Securities Asset Management sold 8 Phillips 66 shares in Q3 2025, an estimated $1.02K.
  • Phillips 66 made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #383 holding.
  • Moloney Securities Asset Management first reported a position in Phillips 66 in Q4 2016 and has held it in 28 quarters since.
  • Moloney Securities Asset Management's Phillips 66 position peaked at $1.43M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.