ORG Partners’s Phillips 66 PSX Stock Holding History

ORG Partners’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	$96.9K	Sell	751 -12	-2%	-$1.61K	0.02%	471
2025 Q3	$104K	Sell	763 -195	-20%	-$25K	0.02%	446
2025 Q2	$118K	Sell	958 -92	-9%	-$10.3K	0.03%	402
2025 Q1	$131K	Buy	1,050 +162	+18%	+$20K	0.03%	335
2024 Q4	$101K	Hold	888	–	–	0.01%	422
2024 Q3	$117K	Sell	888 -490	-36%	-$66.2K	0.02%	361
2024 Q2	$194K	Buy	+1,378	New	+$204K	0.02%	435
2024 Q1	–	Sell	-941	Closed	-$125K	–	939
2023 Q4	$125K	Buy	941 +53	+6%	+$6.33K	0.02%	367
2023 Q3	$107K	Sell	888 -42	-5%	-$4.71K	0.03%	392
2023 Q2	$88.9K	Buy	+930	New	+$90.4K	0.01%	552

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

Norges Bank Oslo, Norway $935B AUM

ORG Partners's PSX Position: Q4 2025 in Review

ORG Partners reduced its Phillips 66 (PSX) stake by 1.6% in Q4 2025, selling an estimated $1.61K and leaving 751 shares worth $96.9K. The position accounts for 0.02% of the portfolio, ranked #471.

ORG Partners first reported a position in PSX in Q2 2023 and has held it in 10 quarters since. The position peaked at $194K in Q2 2024. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

ORG Partners held 751 shares of Phillips 66 worth $96.9K as of Q4 2025.
ORG Partners sold 12 Phillips 66 shares in Q4 2025, an estimated $1.61K.
Phillips 66 made up 0.02% of ORG Partners's portfolio in Q4 2025, its #471 holding.
ORG Partners first reported a position in Phillips 66 in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Phillips 66 position peaked at $194K in Q2 2024.
1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.