Oak Hill Wealth Advisors’s Phillips 66 PSX Stock Holding History

Oak Hill Wealth Advisors’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	$1.14M	Hold	8,405	–	–	0.21%	60
2025 Q2	$1.09M	Buy	8,405 +493	+6%	+$55.2K	0.23%	56
2025 Q1	$977K	Hold	7,912	–	–	0.23%	54
2024 Q4	$901K	Buy	+7,912	New	+$1.01M	0.21%	52
2024 Q3	–	Sell	-8,262	Closed	-$1.12M	–	191
2024 Q2	$1.17M	Buy	+8,262	New	+$1.22M	0.35%	36
2024 Q1	–	Sell	-8,512	Closed	-$1.23M	–	178
2023 Q4	$1.13M	Hold	8,512	–	–	0.39%	32
2023 Q3	$1.02M	Hold	8,512	–	–	0.39%	34
2023 Q2	$813K	Sell	8,512 -216	-2%	-$21K	0.3%	43
2023 Q1	$886K	Hold	8,728	–	–	0.35%	41
2022 Q4	$908K	Buy	+8,728	New	+$893K	0.38%	40

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Hill Wealth Advisors's PSX Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Phillips 66 (PSX) position steady in Q3 2025 at 8,405 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #60.

Oak Hill Wealth Advisors first reported a position in PSX in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Oak Hill Wealth Advisors held 8,405 shares of Phillips 66 worth $1.14M as of Q3 2025.
Oak Hill Wealth Advisors left its Phillips 66 share count unchanged in Q3 2025.
Phillips 66 made up 0.21% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #60 holding.
Oak Hill Wealth Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Phillips 66 position peaked at $1.17M in Q2 2024.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.