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Pineridge Advisors’s Phillips 66 PSX Stock Holding History

Pineridge 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
Q3 		$3.53K Sell
26
-9
-26% -$1.15K ﹤0.01% 313
2025
Q2 		$4.14K Buy
35
+10
+40% +$1.12K ﹤0.01% 334
2025
Q1 		$3.14K Sell
25
-61
-71% -$7.52K ﹤0.01% 366
2024
Q4 		$9.78K Buy
86
+1
+1% +$127 ﹤0.01% 305
2024
Q3 		$11.2K Hold
85
– – ﹤0.01% 270
2024
Q2 		$12K Hold
85
– – ﹤0.01% 263
2024
Q1 		$13.9K Sell
85
-41
-33% -$5.91K ﹤0.01% 260
2023
Q4 		$16.7K Buy
+126
New +$15.1K 0.01% 297

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

Pineridge Advisors's PSX Position: Q3 2025 in Review

Pineridge Advisors reduced its Phillips 66 (PSX) stake by 26% in Q3 2025, selling an estimated $1.15K and leaving 26 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Pineridge Advisors first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $16.7K in Q4 2023. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Pineridge Advisors held 26 shares of Phillips 66 worth $3.53K as of Q3 2025.
  • Pineridge Advisors sold 9 Phillips 66 shares in Q3 2025, an estimated $1.15K.
  • Phillips 66 made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #313 holding.
  • Pineridge Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Phillips 66 position peaked at $16.7K in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.