Prairie Sky Financial Group’s Phillips 66 PSX Stock Holding History

Prairie Sky Financial Group’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 Q2	$415K	Sell	3,480 -68	-2%	-$7.62K	0.23%	43
2025 Q1	$438K	Buy	3,548 +1	+0%	+$123	0.26%	45
2024 Q4	$404K	Buy	3,547 +2	+0.1%	+$254	0.25%	45
2024 Q3	$466K	Buy	3,545 +1	+0%	+$135	0.26%	41
2024 Q2	$500K	Buy	3,544 +1	+0%	+$148	0.31%	35
2024 Q1	$579K	Buy	3,543 +1	+0%	+$144	0.35%	32
2023 Q4	$472K	Buy	3,542 +2	+0.1%	+$239	0.31%	36
2023 Q3	$425K	Buy	3,540 +1	+0%	+$112	0.3%	42
2023 Q2	$338K	Buy	+3,539	New	+$344K	0.23%	52

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Prairie Sky Financial Group's PSX Position: Q2 2025 in Review

Prairie Sky Financial Group reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2025, selling an estimated $7.62K and leaving 3,480 shares worth $415K. The position accounts for 0.23% of the portfolio, ranked #43.

Prairie Sky Financial Group first reported a position in PSX in Q2 2023 and has held it in 9 quarters since. The position peaked at $579K in Q1 2024. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Prairie Sky Financial Group held 3,480 shares of Phillips 66 worth $415K as of Q2 2025.
Prairie Sky Financial Group sold 68 Phillips 66 shares in Q2 2025, an estimated $7.62K.
Phillips 66 made up 0.23% of Prairie Sky Financial Group's portfolio in Q2 2025, its #43 holding.
Prairie Sky Financial Group first reported a position in Phillips 66 in Q2 2023 and has held it in 9 quarters since.
Prairie Sky Financial Group's Phillips 66 position peaked at $579K in Q1 2024.
1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.