Outfitter Financial’s Phillips 66 PSX Stock Holding History

Outfitter Financial’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	-4,000	Closed	-$456K	–	82
2024 Q4	$456K	Hold	4,000	–	–	0.36%	74
2024 Q3	$526K	Hold	4,000	–	–	0.43%	68
2024 Q2	$565K	Sell	4,000 -1,500	-27%	-$222K	0.47%	66
2024 Q1	$898K	Hold	5,500	–	–	0.74%	47
2023 Q4	$732K	Hold	5,500	–	–	0.64%	55
2023 Q3	$661K	Hold	5,500	–	–	0.62%	62
2023 Q2	$525K	Hold	5,500	–	–	0.47%	66
2023 Q1	$558K	Hold	5,500	–	–	0.5%	65
2022 Q4	$572K	Hold	5,500	–	–	0.52%	64
2022 Q3	$444K	Hold	5,500	–	–	0.43%	68
2022 Q2	$451K	Hold	5,500	–	–	0.41%	70
2022 Q1	$475K	Hold	5,500	–	–	0.36%	71
2021 Q4	$399K	Hold	5,500	–	–	0.29%	79
2021 Q3	$385K	Hold	5,500	–	–	0.3%	82
2021 Q2	$472K	Hold	5,500	–	–	0.36%	81
2021 Q1	$448K	Hold	5,500	–	–	0.37%	81
2020 Q4	$385K	Buy	+5,500	New	+$323K	0.37%	79

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

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Outfitter Financial's PSX Position: Q1 2025 in Review

Outfitter Financial sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 4,000 shares — an estimated $456K sold.

Outfitter Financial first reported a position in PSX in Q4 2020 and held it in 17 quarters. The position peaked at $898K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Outfitter Financial reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
Outfitter Financial sold 4,000 Phillips 66 shares in Q1 2025, an estimated $456K.
Outfitter Financial first reported a position in Phillips 66 in Q4 2020 and held it in 17 quarters.
Outfitter Financial's Phillips 66 position peaked at $898K in Q1 2024.
1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Outfitter Financial's 13F filing for Q1 2025, filed 5 May 2025.