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Pandora Wealth’s Phillips 66 PSX Stock Holding History

Pandora Wealth’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 		$78.1K Hold
605
– – 0.05% 124
2025
Q3 		$82.3K Hold
605
– – 0.05% 121
2025
Q2 		$72.2K Hold
605
– – 0.04% 129
2025
Q1 		$74.7K Buy
+605
New +$74.6K 0.05% 124

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pandora Wealth's PSX Position: Q4 2025 in Review

Pandora Wealth held its Phillips 66 (PSX) position steady in Q4 2025 at 605 shares worth $78.1K. The position accounts for 0.05% of the portfolio, ranked #124.

Pandora Wealth first reported a position in PSX in Q1 2025 and has held it in 4 quarters since. The position peaked at $82.3K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Pandora Wealth held 605 shares of Phillips 66 worth $78.1K as of Q4 2025.
  • Pandora Wealth left its Phillips 66 share count unchanged in Q4 2025.
  • Phillips 66 made up 0.05% of Pandora Wealth's portfolio in Q4 2025, its #124 holding.
  • Pandora Wealth first reported a position in Phillips 66 in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Phillips 66 position peaked at $82.3K in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.