OHWA
PSX icon

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
2024
Q4 		– Sell
-7,762
Closed -$1.02M – 211
2024
Q3 		$1.02M Buy
+7,762
New +$1.05M 0.25% 46
2024
Q2 		– Sell
-7,610
Closed -$1.24M – 186
2024
Q1 		$1.24M Buy
+7,610
New +$1.1M 0.4% 33

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
T. Rowe Price Associates
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.