Phillips Wealth Planners’s Phillips 66 PSX Stock Holding History

Phillips Wealth Planners’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	–	Sell	-1,728	Closed	-$230K	–	209
2025 Q3	$230K	Buy	+1,728	New	+$221K	0.19%	179

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's PSX Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,728 shares — an estimated $230K sold.

Phillips Wealth Planners first reported a position in PSX in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Phillips Wealth Planners reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Phillips Wealth Planners sold 1,728 Phillips 66 shares in Q4 2025, an estimated $230K.
Phillips Wealth Planners first reported a position in Phillips 66 in Q3 2025 and held it in 1 quarter.
Phillips Wealth Planners's Phillips 66 position peaked at $230K in Q3 2025.
1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.