Red Tortoise LLC’s Phillips 66 PSX Stock Holding History

Red Tortoise LLC’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	-49	Closed	-$6.05K	–	639
2025 Q1	$6.05K	Sell	49 -7	-13%	-$863	﹤0.01%	316
2024 Q4	$6.38K	Hold	56	–	–	﹤0.01%	320
2024 Q3	$7.36K	Hold	56	–	–	﹤0.01%	304
2024 Q2	$7.91K	Hold	56	–	–	﹤0.01%	283
2024 Q1	$9.15K	Hold	56	–	–	0.01%	240
2023 Q4	$7.46K	Buy	+56	New	+$6.69K	﹤0.01%	230
2023 Q2	–	Sell	-13	Closed	-$1.32K	–	613
2023 Q1	$1.32K	Buy	+13	New	+$1.32K	﹤0.01%	514

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

Red Tortoise LLC's PSX Position: Q2 2025 in Review

Red Tortoise LLC sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 49 shares — an estimated $6.05K sold.

Red Tortoise LLC first reported a position in PSX in Q1 2023 and held it in 7 quarters. The position peaked at $9.15K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Red Tortoise LLC reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
Red Tortoise LLC sold 49 Phillips 66 shares in Q2 2025, an estimated $6.05K.
Red Tortoise LLC first reported a position in Phillips 66 in Q1 2023 and held it in 7 quarters.
Red Tortoise LLC's Phillips 66 position peaked at $9.15K in Q1 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Red Tortoise LLC's 13F filing for Q2 2025, filed 22 Jul 2025.