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Pacific Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History

Pacific Capital Wealth Advisors’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
-30
Closed -$3.42K – 302
2024
Q4 		$3.42K Hold
30
– – ﹤0.01% 325
2024
Q3 		$3.94K Sell
30
-92
-75% -$12.4K ﹤0.01% 358
2024
Q2 		$17.2K Buy
122
+75
+160% +$11.1K ﹤0.01% 255
2024
Q1 		$7.68K Buy
47
+17
+57% +$2.45K ﹤0.01% 252
2023
Q4 		$3.99K Buy
+30
New +$3.59K ﹤0.01% 261

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

Pacific Capital Wealth Advisors's PSX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 30 shares — an estimated $3.42K sold.

Pacific Capital Wealth Advisors first reported a position in PSX in Q4 2023 and held it in 5 quarters. The position peaked at $17.2K in Q2 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 30 Phillips 66 shares in Q1 2025, an estimated $3.42K.
  • Pacific Capital Wealth Advisors first reported a position in Phillips 66 in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Phillips 66 position peaked at $17.2K in Q2 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.