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New Millennium Group’s Phillips 66 PSX Stock Holding History

New Millennium 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 		$69.5K Sell
539
-84
-13% -$11.3K 0.03% 113
2025
Q3 		$84.8K Sell
623
-10
-2% -$1.28K 0.04% 87
2025
Q2 		$75.5K Sell
633
-79
-11% -$8.85K 0.04% 79
2025
Q1 		$87.9K Sell
712
-860
-55% -$106K 0.06% 70
2024
Q4 		$179K Buy
1,572
+1
+0.1% +$127 0.1% 55
2024
Q3 		$206K Sell
1,571
-2,358
-60% -$318K 0.13% 54
2024
Q2 		$555K Buy
+3,929
New +$582K 0.36% 46
2024
Q1 		– Sell
-123
Closed -$16.3K – 316
2023
Q4 		$16.3K Buy
123
+1
+0.8% +$120 0.01% 167
2023
Q3 		$14.6K Buy
122
+1
+0.8% +$112 0.01% 153
2023
Q2 		$11.5K Sell
121
-30
-20% -$2.92K 0.01% 164
2023
Q1 		$15.3K Buy
151
+1
+0.7% +$102 0.02% 168
2022
Q4 		$15.6K Buy
150
+2
+1% +$205 0.02% 165
2022
Q3 		$12K Buy
148
+1
+0.7% +$85 0.01% 179
2022
Q2 		$12K Buy
+147
New +$13.6K 0.01% 181

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Millennium Group's PSX Position: Q4 2025 in Review

New Millennium Group reduced its Phillips 66 (PSX) stake by 13% in Q4 2025, selling an estimated $11.3K and leaving 539 shares worth $69.5K. The position accounts for 0.03% of the portfolio, ranked #113.

New Millennium Group first reported a position in PSX in Q2 2022 and has held it in 14 quarters since. The position peaked at $555K in Q2 2024. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • New Millennium Group held 539 shares of Phillips 66 worth $69.5K as of Q4 2025.
  • New Millennium Group sold 84 Phillips 66 shares in Q4 2025, an estimated $11.3K.
  • Phillips 66 made up 0.03% of New Millennium Group's portfolio in Q4 2025, its #113 holding.
  • New Millennium Group first reported a position in Phillips 66 in Q2 2022 and has held it in 14 quarters since.
  • New Millennium Group's Phillips 66 position peaked at $555K in Q2 2024.
  • 1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.