PSI Advisors’s Phillips 66 PSX Stock Holding History

PSI Advisors’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	-69	Closed	-$8.52K	–	542
2025 Q1	$8.52K	Hold	69	–	–	﹤0.01%	469
2024 Q4	$7.86K	Hold	69	–	–	﹤0.01%	563
2024 Q3	$9.07K	Hold	69	–	–	﹤0.01%	553
2024 Q2	$9.74K	Sell	69 -25	-27%	-$3.7K	﹤0.01%	521
2024 Q1	$15.4K	Sell	94 -36	-28%	-$5.19K	0.01%	429
2023 Q4	$17.3K	Buy	130 +55	+73%	+$6.57K	0.01%	436
2023 Q3	$9.01K	Sell	75 -6	-7%	-$673	﹤0.01%	516
2023 Q2	$7.73K	Buy	81 +12	+17%	+$1.17K	﹤0.01%	528
2023 Q1	$7K	Sell	69 -123	-64%	-$12.5K	﹤0.01%	491
2022 Q4	$20K	Hold	192	–	–	0.01%	319
2022 Q3	$15K	Buy	192 +63	+49%	+$5.37K	0.01%	369
2022 Q2	$11K	Hold	129	–	–	0.01%	447
2022 Q1	$11K	Hold	129	–	–	﹤0.01%	459
2021 Q4	$9K	Buy	129 +6	+5%	+$454	﹤0.01%	525
2021 Q3	$9K	Buy	+123	New	+$8.9K	﹤0.01%	511
2020 Q1	–	Sell	-178	Closed	-$19K	–	460
2019 Q4	$19K	Buy	+178	New	+$20K	0.01%	391

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

PSI Advisors's PSX Position: Q2 2025 in Review

PSI Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 69 shares — an estimated $8.52K sold.

PSI Advisors first reported a position in PSX in Q4 2019 and held it in 16 quarters. The position peaked at $20K in Q4 2022. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

PSI Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 69 Phillips 66 shares in Q2 2025, an estimated $8.52K.
PSI Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 16 quarters.
PSI Advisors's Phillips 66 position peaked at $20K in Q4 2022.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.