PrairieView Partners’s Phillips 66 PSX Stock Holding History

PrairieView Partners’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	$45K	Hold	383	–	–	﹤0.01%	198
2025 Q1	$47K	Hold	383	–	–	﹤0.01%	195
2024 Q4	$43K	Hold	383	–	–	﹤0.01%	205
2024 Q3	$50K	Hold	383	–	–	0.01%	196
2024 Q2	$54K	Hold	383	–	–	0.01%	197
2024 Q1	$63K	Hold	383	–	–	0.01%	169
2023 Q4	$51K	Hold	383	–	–	0.01%	180
2023 Q3	$46K	Sell	383 -13	-3%	-$1.46K	0.01%	185
2023 Q2	$37K	Hold	396	–	–	﹤0.01%	214
2023 Q1	$40K	Hold	396	–	–	0.01%	197
2022 Q4	$41K	Hold	396	–	–	0.01%	208
2022 Q3	$32K	Sell	396 -75	-16%	-$6.39K	0.01%	214
2022 Q2	$39K	Hold	471	–	–	0.01%	210
2022 Q1	$41K	Buy	471 +13	+3%	+$1.09K	0.01%	220
2021 Q4	$33K	Hold	458	–	–	﹤0.01%	254
2021 Q3	$32K	Buy	458 +132	+40%	+$9.55K	﹤0.01%	204
2021 Q2	$28K	Hold	326	–	–	﹤0.01%	205
2021 Q1	$27K	Buy	326 +75	+30%	+$5.88K	﹤0.01%	204
2020 Q4	$18K	Hold	251	–	–	﹤0.01%	213
2020 Q3	$13K	Hold	251	–	–	﹤0.01%	224
2020 Q2	$18K	Hold	251	–	–	﹤0.01%	203
2020 Q1	$13K	Buy	+251	New	+$20.4K	﹤0.01%	206

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's PSX Position: Q2 2025 in Review

PrairieView Partners held its Phillips 66 (PSX) position steady in Q2 2025 at 383 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

PrairieView Partners first reported a position in PSX in Q1 2020 and has held it in 22 quarters since. The position peaked at $63K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

PrairieView Partners held 383 shares of Phillips 66 worth $45K as of Q2 2025.
PrairieView Partners left its Phillips 66 share count unchanged in Q2 2025.
Phillips 66 made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #198 holding.
PrairieView Partners first reported a position in Phillips 66 in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Phillips 66 position peaked at $63K in Q1 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.