North Capital’s Phillips 66 PSX Stock Holding History

North Capital’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	–	Sell	-68	Closed	-$9.25K	–	543
2025 Q3	$9.25K	Hold	68	–	–	0.01%	393
2025 Q2	$8.11K	Sell	68 -10	-13%	-$1.12K	0.01%	398
2025 Q1	$9.63K	Buy	+78	New	+$9.61K	0.01%	372

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

North Capital's PSX Position: Q4 2025 in Review

North Capital sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 68 shares — an estimated $9.25K sold.

North Capital first reported a position in PSX in Q1 2025 and held it in 3 quarters. The position peaked at $9.63K in Q1 2025. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

North Capital reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
North Capital sold 68 Phillips 66 shares in Q4 2025, an estimated $9.25K.
North Capital first reported a position in Phillips 66 in Q1 2025 and held it in 3 quarters.
North Capital's Phillips 66 position peaked at $9.63K in Q1 2025.
1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.