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Pinnacle Financial Partners (Tennessee)’s Phillips 66 PSX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 		$768K Sell
5,648
-1,175
-17% -$151K 0.02% 287
2025
Q2 		$814K Buy
6,823
+518
+8% +$58K 0.02% 289
2025
Q1 		$769K Sell
6,305
-108
-2% -$13.3K 0.02% 294
2024
Q4 		$749K Buy
6,413
+637
+11% +$81K 0.02% 291
2024
Q3 		$759K Sell
5,776
-1,311
-18% -$177K 0.02% 293
2024
Q2 		$1.02M Buy
7,087
+132
+2% +$19.5K 0.02% 275
2024
Q1 		$1.14M Buy
6,955
+2,163
+45% +$312K 0.02% 258
2023
Q4 		$638K Buy
4,792
+172
+4% +$20.6K 0.02% 292
2023
Q3 		$555K Buy
4,620
+71
+2% +$7.97K 0.01% 290
2023
Q2 		$434K Buy
4,549
+11
+0.2% +$1.07K 0.01% 309
2023
Q1 		$460K Buy
4,538
+116
+3% +$11.8K 0.01% 298
2022
Q4 		$460K Hold
4,422
– – 0.01% 296
2022
Q3 		$357K Buy
4,422
+498
+13% +$42.4K 0.01% 302
2022
Q2 		$321K Sell
3,924
-25
-0.6% -$2.31K 0.01% 308
2022
Q1 		$341K Sell
3,949
-1,003
-20% -$84.4K 0.01% 309
2021
Q4 		$359K Sell
4,952
-67
-1% -$5.06K 0.01% 320
2021
Q3 		$352K Sell
5,019
-64
-1% -$4.63K 0.01% 308
2021
Q2 		$436K Buy
5,083
+1,155
+29% +$97.5K 0.02% 277
2021
Q1 		$307K Sell
3,928
-688
-15% -$54K 0.01% 297
2020
Q4 		$302K Sell
4,616
-961
-17% -$56.4K 0.01% 300
2020
Q3 		$289K Buy
5,577
+1,243
+29% +$75.9K 0.02% 287
2020
Q2 		$312K Sell
4,334
-3,457
-44% -$245K 0.02% 279
2020
Q1 		$418K Sell
7,791
-385
-5% -$31.3K 0.03% 247
2019
Q4 		$911K Buy
8,176
+1,495
+22% +$168K 0.06% 216
2019
Q3 		$684K Buy
6,681
+807
+14% +$80.9K 0.05% 221
2019
Q2 		$549K Sell
5,874
-165
-3% -$14.8K 0.04% 234
2019
Q1 		$575K Sell
6,039
-250
-4% -$23.8K 0.05% 226
2018
Q4 		$542K Buy
6,289
+45
+0.7% +$4.4K 0.05% 219
2018
Q3 		$704K Buy
6,244
+900
+17% +$104K 0.06% 211
2018
Q2 		$600K Sell
5,344
-66
-1% -$7.42K 0.06% 214
2018
Q1 		$519K Buy
5,410
+908
+20% +$88.4K 0.05% 214
2017
Q4 		$455K Buy
4,502
+981
+28% +$93.3K 0.05% 215
2017
Q3 		$322K Hold
3,521
– – 0.04% 224
2017
Q2 		$291K Buy
+3,521
New +$276K 0.04% 242
2016
Q4 		– Sell
-268
Closed -$22K – 271
2016
Q3 		$22K Hold
268
– – 0.01% 276
2016
Q2 		$21K Hold
268
– – ﹤0.01% 266
2016
Q1 		$23K Buy
+268
New +$21.8K 0.01% 239
2013
Q4 		– Sell
-268
Closed -$15K – 193
2013
Q3 		$15K Hold
268
– – 0.01% 143
2013
Q2 		$16K Buy
+268
New +$16.8K 0.01% 133

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

Pinnacle Financial Partners (Tennessee)'s PSX Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Phillips 66 (PSX) stake by 17% in Q3 2025, selling an estimated $151K and leaving 5,648 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #287.

Pinnacle Financial Partners (Tennessee) first reported a position in PSX in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.14M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 5,648 shares of Phillips 66 worth $768K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 1,175 Phillips 66 shares in Q3 2025, an estimated $151K.
  • Phillips 66 made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #287 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Phillips 66 in Q2 2013 and has held it in 39 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Phillips 66 position peaked at $1.14M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.