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Private Wealth Partners’s Phillips 66 PSX Stock Holding History

Private Wealth 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
Q1 		– Sell
-2,000
Closed -$228K – 175
2024
Q4 		$228K Hold
2,000
– – 0.02% 162
2024
Q3 		$263K Hold
2,000
– – 0.02% 155
2024
Q2 		$282K Hold
2,000
– – 0.02% 144
2024
Q1 		$327K Hold
2,000
– – 0.03% 130
2023
Q4 		$266K Hold
2,000
– – 0.02% 141
2023
Q3 		$240K Buy
+2,000
New +$224K 0.02% 140
2023
Q2 		– Sell
-2,000
Closed -$203K – 171
2023
Q1 		$203K Buy
+2,000
New +$203K 0.02% 152
2018
Q1 		– Sell
-4,000
Closed -$405K – 131
2017
Q4 		$405K Hold
4,000
– – 0.07% 101
2017
Q3 		$366K Sell
4,000
-1,553
-28% -$132K 0.07% 99
2017
Q2 		$459K Hold
5,553
– – 0.1% 86
2017
Q1 		$440K Hold
5,553
– – 0.1% 84
2016
Q4 		$480K Sell
5,553
-300
-5% -$24.9K 0.11% 82
2016
Q3 		$471K Sell
5,853
-150
-2% -$11.7K 0.11% 84
2016
Q2 		$476K Sell
6,003
-550
-8% -$44.9K 0.11% 89
2016
Q1 		$567K Sell
6,553
-1,400
-18% -$114K 0.14% 87
2015
Q4 		$651K Sell
7,953
-50
-0.6% -$4.32K 0.15% 89
2015
Q3 		$615K Buy
8,003
+660
+9% +$52.5K 0.15% 93
2015
Q2 		$592K Buy
7,343
+400
+6% +$31.8K 0.13% 98
2015
Q1 		$546K Hold
6,943
– – 0.13% 109
2014
Q4 		$498K Hold
6,943
– – 0.12% 110
2014
Q3 		$565K Hold
6,943
– – 0.12% 124
2014
Q2 		$558K Hold
6,943
– – 0.12% 116
2014
Q1 		$535K Buy
6,943
+50
+0.7% +$3.81K 0.13% 113
2013
Q4 		$532K Hold
6,893
– – 0.12% 119
2013
Q3 		$399K Hold
6,893
– – 0.09% 130
2013
Q2 		$406K Buy
+6,893
New +$433K 0.1% 124

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Private Wealth Partners's PSX Position: Q1 2025 in Review

Private Wealth Partners sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 2,000 shares — an estimated $228K sold.

Private Wealth Partners first reported a position in PSX in Q2 2013 and held it in 26 quarters. The position peaked at $651K in Q4 2015. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Private Wealth Partners reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 2,000 Phillips 66 shares in Q1 2025, an estimated $228K.
  • Private Wealth Partners first reported a position in Phillips 66 in Q2 2013 and held it in 26 quarters.
  • Private Wealth Partners's Phillips 66 position peaked at $651K in Q4 2015.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.