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ORG Wealth Partners’s Phillips 66 PSX Stock Holding History

ORG Wealth 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
Q3 		– Sell
-176
Closed -$21.7K – 690
2025
Q2 		$21.7K Hold
176
– – 0.01% 425
2025
Q1 		$21.9K Sell
176
-54
-23% -$6.66K 0.01% 439
2024
Q4 		$26.2K Sell
230
-339
-60% -$43.1K 0.01% 314
2024
Q3 		$74.8K Buy
+569
New +$76.8K 0.02% 219

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ORG Wealth Partners's PSX Position: Q3 2025 in Review

ORG Wealth Partners sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 176 shares — an estimated $21.7K sold.

ORG Wealth Partners first reported a position in PSX in Q3 2024 and held it in 4 quarters. The position peaked at $74.8K in Q3 2024. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • ORG Wealth Partners reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 176 Phillips 66 shares in Q3 2025, an estimated $21.7K.
  • ORG Wealth Partners first reported a position in Phillips 66 in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Phillips 66 position peaked at $74.8K in Q3 2024.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.