Ransom Advisory’s Phillips 66 PSX Stock Holding History

Ransom Advisory’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 Q4	$502K	Buy	3,891 +166	+4%	+$22.3K	0.2%	84
2025 Q3	$507K	Hold	3,725	–	–	0.23%	70
2025 Q2	$444K	Hold	3,725	–	–	0.21%	81
2025 Q1	$460K	Hold	3,725	–	–	0.23%	82
2024 Q4	$424K	Hold	3,725	–	–	0.2%	92
2024 Q3	$490K	Hold	3,725	–	–	0.23%	82
2024 Q2	$526K	Hold	3,725	–	–	0.26%	73
2024 Q1	$608K	Buy	+3,725	New	+$537K	0.32%	68

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

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

Norges Bank Oslo, Norway $935B AUM

Ransom Advisory's PSX Position: Q4 2025 in Review

Ransom Advisory increased its Phillips 66 (PSX) stake by 4.5% in Q4 2025, buying an estimated $22.3K and bringing the position to 3,891 shares worth $502K. The position accounts for 0.2% of the portfolio, ranked #84.

Ransom Advisory first reported a position in PSX in Q1 2024 and has held it in 8 quarters since. The position peaked at $608K in Q1 2024. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Ransom Advisory held 3,891 shares of Phillips 66 worth $502K as of Q4 2025.
Ransom Advisory bought 166 Phillips 66 shares in Q4 2025, an estimated $22.3K.
Phillips 66 made up 0.2% of Ransom Advisory's portfolio in Q4 2025, its #84 holding.
Ransom Advisory first reported a position in Phillips 66 in Q1 2024 and has held it in 8 quarters since.
Ransom Advisory's Phillips 66 position peaked at $608K in Q1 2024.
1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.