Nicolet Advisory Services’s Phillips 66 PSX Stock Holding History

Nicolet Advisory Services’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	$1.06M	Buy	7,610 +373	+5%	+$50.2K	0.07%	133
2025 Q3	$958K	Buy	7,237 +45	+0.6%	+$5.76K	0.07%	138
2025 Q2	$860K	Sell	7,192 -108	-1%	-$12.1K	0.07%	141
2025 Q1	$708K	Sell	7,300 -207	-3%	-$25.5K	0.07%	155
2024 Q4	$855K	Buy	7,507 +218	+3%	+$27.7K	0.08%	134
2024 Q3	$1.01M	Sell	7,289 -113	-2%	-$15.3K	0.1%	114
2024 Q2	$992K	Buy	7,402 +8	+0.1%	+$1.18K	0.1%	109
2024 Q1	$1.22M	Sell	7,394 -354	-5%	-$51K	0.12%	84
2023 Q4	$1.05M	Buy	7,748 +234	+3%	+$28K	0.11%	90
2023 Q3	$830K	Buy	7,514 +415	+6%	+$46.6K	0.09%	114
2023 Q2	$677K	Buy	7,099 +1,088	+18%	+$106K	0.07%	126
2023 Q1	$618K	Buy	6,011 +1,846	+44%	+$188K	0.07%	129
2022 Q4	$422K	Buy	+4,165	New	+$426K	0.06%	145

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's PSX Position: Q4 2025 in Review

Nicolet Advisory Services increased its Phillips 66 (PSX) stake by 5.2% in Q4 2025, buying an estimated $50.2K and bringing the position to 7,610 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #133.

Nicolet Advisory Services first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.22M in Q1 2024. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Nicolet Advisory Services held 7,610 shares of Phillips 66 worth $1.06M as of Q4 2025.
Nicolet Advisory Services bought 373 Phillips 66 shares in Q4 2025, an estimated $50.2K.
Phillips 66 made up 0.07% of Nicolet Advisory Services's portfolio in Q4 2025, its #133 holding.
Nicolet Advisory Services first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
Nicolet Advisory Services's Phillips 66 position peaked at $1.22M in Q1 2024.
1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.