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Northwest & Ethical Investments’s Phillips 66 PSX Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-29,748
Closed -$3.67M – 531
2025
Q1 		$3.67M Buy
29,748
+8,796
+42% +$1.08M 0.1% 202
2024
Q4 		$2.39M Buy
20,952
+6,167
+42% +$785K 0.06% 235
2024
Q3 		$1.94M Sell
14,785
-3,105
-17% -$419K 0.05% 253
2024
Q2 		$2.53M Hold
17,890
– – 0.07% 228
2024
Q1 		$2.92M Buy
17,890
+13,065
+271% +$1.88M 0.08% 223
2023
Q4 		$642K Hold
4,825
– – 0.02% 294
2023
Q3 		$580K Buy
+4,825
New +$542K 0.02% 306
2023
Q2 		– Sell
-7,979
Closed -$809K – 408
2023
Q1 		$809K Hold
7,979
– – 0.03% 322
2022
Q4 		$830K Buy
7,979
+597
+8% +$61.1K 0.03% 311
2022
Q3 		$596K Sell
7,382
-202
-3% -$17.2K 0.02% 339
2022
Q2 		$622K Buy
+7,584
New +$702K 0.02% 341
2021
Q4 		– Sell
-21,351
Closed -$1.5M – 436
2021
Q3 		$1.5M Sell
21,351
-794
-4% -$57.5K 0.05% 251
2021
Q2 		$1.9M Sell
22,145
-12,675
-36% -$1.07M 0.06% 248
2021
Q1 		$2.84M Buy
+34,820
New +$2.73M 0.1% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest & Ethical Investments's PSX Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 29,748 shares — an estimated $3.67M sold.

Northwest & Ethical Investments first reported a position in PSX in Q1 2021 and held it in 14 quarters. The position peaked at $3.67M in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 29,748 Phillips 66 shares in Q2 2025, an estimated $3.67M.
  • Northwest & Ethical Investments first reported a position in Phillips 66 in Q1 2021 and held it in 14 quarters.
  • Northwest & Ethical Investments's Phillips 66 position peaked at $3.67M in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.