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Opus Capital Group’s Phillips 66 PSX Stock Holding History

Opus Capital Group’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
Q1 		– Sell
-2,028
Closed -$231K – 124
2024
Q4 		$231K Sell
2,028
-467
-19% -$59.4K 0.03% 106
2024
Q3 		$328K Sell
2,495
-12
-0.5% -$1.62K 0.04% 90
2024
Q2 		$354K Sell
2,507
-77
-3% -$11.4K 0.05% 89
2024
Q1 		$422K Sell
2,584
-2
-0.1% -$288 0.06% 84
2023
Q4 		$344K Sell
2,586
-14
-0.5% -$1.67K 0.06% 92
2023
Q3 		$312K Buy
+2,600
New +$292K 0.06% 92
2021
Q3 		– Sell
-2,425
Closed -$208K – 106
2021
Q2 		$208K Sell
2,425
-194
-7% -$16.4K 0.05% 117
2021
Q1 		$214K Sell
2,619
-500
-16% -$39.2K 0.05% 117
2020
Q4 		$218K Buy
+3,119
New +$183K 0.06% 112
2020
Q3 		– Sell
-3,619
Closed -$260K – 118
2020
Q2 		$260K Buy
+3,619
New +$256K 0.08% 88
2020
Q1 		– Sell
-3,420
Closed -$381K – 135
2019
Q4 		$381K Sell
3,420
-15
-0.4% -$1.69K 0.11% 77
2019
Q3 		$352K Hold
3,435
– – 0.11% 78
2019
Q2 		$321K Buy
3,435
+550
+19% +$49.3K 0.1% 98
2019
Q1 		$275K Hold
2,885
– – 0.07% 189
2018
Q4 		$249K Hold
2,885
– – 0.05% 201
2018
Q3 		$325K Sell
2,885
-355
-11% -$41K 0.07% 192
2018
Q2 		$364K Buy
+3,240
New +$364K 0.09% 162

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Opus Capital Group's PSX Position: Q1 2025 in Review

Opus Capital Group sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 2,028 shares — an estimated $231K sold.

Opus Capital Group first reported a position in PSX in Q2 2018 and held it in 17 quarters. The position peaked at $422K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Opus Capital Group reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Opus Capital Group sold 2,028 Phillips 66 shares in Q1 2025, an estimated $231K.
  • Opus Capital Group first reported a position in Phillips 66 in Q2 2018 and held it in 17 quarters.
  • Opus Capital Group's Phillips 66 position peaked at $422K in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Opus Capital Group's 13F filing for Q1 2025, filed 30 Apr 2025.