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Passumpsic Savings Bank’s Phillips 66 PSX Stock Holding History

Passumpsic Savings Bank’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 		$486K Buy
+3,765
New +$507K 0.27% 69
2024
Q4 		$371K Buy
3,260
+37
+1% +$4.71K 0.23% 72
2024
Q3 		$424K Buy
3,223
+74
+2% +$9.99K 0.28% 71
2024
Q2 		$445K Buy
3,149
+125
+4% +$18.5K 0.32% 61
2024
Q1 		$494K Buy
+3,024
New +$436K 0.32% 66

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Passumpsic Savings Bank's PSX Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Phillips 66 (PSX) in Q4 2025: 3,765 shares worth $486K. The stake represents 0.27% of the portfolio and ranks #69 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in PSX as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in PSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $494K in Q1 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Passumpsic Savings Bank held 3,765 shares of Phillips 66 worth $486K as of Q4 2025.
  • Phillips 66 was a new Passumpsic Savings Bank position in Q4 2025.
  • Phillips 66 made up 0.27% of Passumpsic Savings Bank's portfolio in Q4 2025, its #69 holding.
  • Passumpsic Savings Bank first reported a position in Phillips 66 in Q1 2024 and has held it in 5 quarters since.
  • Passumpsic Savings Bank's Phillips 66 position peaked at $494K in Q1 2024.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.