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Proficio Capital Partners’s Phillips 66 PSX Stock Holding History

Proficio Capital 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 		– Sell
-1,708
Closed -$211K – 466
2025
Q1 		$211K Buy
+1,708
New +$211K 0.02% 361
2019
Q3 		– Sell
-383
Closed -$36K – 1179
2019
Q2 		$36K Sell
383
-30
-7% -$2.69K 0.01% 486
2019
Q1 		$39K Sell
413
-21
-5% -$2K 0.01% 425
2018
Q4 		$37K Buy
434
+137
+46% +$13.4K 0.02% 375
2018
Q3 		$33K Sell
297
-12
-4% -$1.39K 0.01% 455
2018
Q2 		$35K Sell
309
-10
-3% -$1.12K 0.01% 449
2018
Q1 		$31K Buy
319
+53
+20% +$5.16K 0.01% 468
2017
Q4 		$27K Buy
266
+7
+3% +$665 0.01% 497
2017
Q3 		$24K Sell
259
-6
-2% -$508 0.01% 544
2017
Q2 		$23K Sell
265
-16
-6% -$1.26K 0.01% 570
2017
Q1 		$22K Buy
281
+266
+1,773% +$21.4K 0.01% 587
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1048
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1007
2016
Q2 		$1K Sell
15
-43
-74% -$3.51K ﹤0.01% 935
2016
Q1 		$5K Sell
58
-112
-66% -$9.1K ﹤0.01% 528
2015
Q4 		$14K Buy
+170
New +$14.7K 0.01% 234

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proficio Capital Partners's PSX Position: Q2 2025 in Review

Proficio Capital Partners sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 1,708 shares — an estimated $211K sold.

Proficio Capital Partners first reported a position in PSX in Q4 2015 and held it in 16 quarters. The position peaked at $211K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Proficio Capital Partners reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 1,708 Phillips 66 shares in Q2 2025, an estimated $211K.
  • Proficio Capital Partners first reported a position in Phillips 66 in Q4 2015 and held it in 16 quarters.
  • Proficio Capital Partners's Phillips 66 position peaked at $211K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.