OPS
PSX icon

Orion Portfolio Solutions’s Phillips 66 PSX Stock Holding History

Orion Portfolio Solutions’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 		$2.61M Buy
21,129
+2,012
+11% +$248K 0.03% 586
2024
Q4 		$2.18M Buy
19,117
+575
+3% +$73.1K 0.02% 653
2024
Q3 		$2.44M Sell
18,542
-4,247
-19% -$573K 0.02% 589
2024
Q2 		$3.22M Buy
22,789
+5,333
+31% +$789K 0.03% 442
2024
Q1 		$2.85M Buy
17,456
+2,009
+13% +$290K 0.03% 504
2023
Q4 		$2.07M Sell
15,447
-467
-3% -$55.8K 0.02% 611
2023
Q3 		$1.91M Sell
15,914
-6,986
-31% -$784K 0.02% 628
2023
Q2 		$2.18M Sell
22,900
-203,362
-90% -$19.8M 0.02% 618
2023
Q1 		$2.87M Buy
226,262
+220,899
+4,119% +$22.5M 0.04% 449
2022
Q4 		$558K Buy
5,363
+2,796
+109% +$286K 0.02% 464
2022
Q3 		$207K Sell
2,567
-180
-7% -$15.3K 0.01% 693
2022
Q2 		$225K Sell
2,747
-708
-20% -$65.5K 0.01% 625
2022
Q1 		$298K Sell
3,455
-389
-10% -$32.7K 0.01% 581
2021
Q4 		$279K Sell
3,844
-156
-4% -$11.8K 0.01% 593
2021
Q3 		$280K Sell
4,000
-1,218
-23% -$88.2K 0.01% 540
2021
Q2 		$448K Sell
5,218
-127
-2% -$10.7K 0.02% 390
2021
Q1 		$436K Buy
5,345
+427
+9% +$33.5K 0.02% 344
2020
Q4 		$344K Sell
4,918
-516
-9% -$30.3K 0.02% 363
2020
Q3 		$282K Sell
5,434
-836
-13% -$51K 0.01% 353
2020
Q2 		$451K Buy
6,270
+3,051
+95% +$216K 0.02% 259
2020
Q1 		$173K Sell
3,219
-885
-22% -$72K 0.01% 340
2019
Q4 		$457K Buy
+4,104
New +$461K 0.04% 217

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

Orion Portfolio Solutions's PSX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Phillips 66 (PSX) stake by 11% in Q1 2025, buying an estimated $248K and bringing the position to 21,129 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #586.

Orion Portfolio Solutions first reported a position in PSX in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.22M in Q2 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Orion Portfolio Solutions held 21,129 shares of Phillips 66 worth $2.61M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,012 Phillips 66 shares in Q1 2025, an estimated $248K.
  • Phillips 66 made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #586 holding.
  • Orion Portfolio Solutions first reported a position in Phillips 66 in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Phillips 66 position peaked at $3.22M in Q2 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.