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Redmont Wealth Advisors’s Phillips 66 PSX Stock Holding History

Redmont Wealth 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
Q4 		$22.5K Hold
174
– – 0.03% 129
2025
Q3 		$23.7K Hold
174
– – 0.03% 134
2025
Q2 		$20.8K Buy
+174
New +$19.5K 0.03% 140
2024
Q4 		– Sell
-174
Closed -$22.9K – 243
2024
Q3 		$22.9K Hold
174
– – 0.04% 128
2024
Q2 		$24.6K Hold
174
– – 0.04% 122
2024
Q1 		$28.4K Buy
+174
New +$25.1K 0.04% 124

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's PSX Position: Q4 2025 in Review

Redmont Wealth Advisors held its Phillips 66 (PSX) position steady in Q4 2025 at 174 shares worth $22.5K. The position accounts for 0.03% of the portfolio, ranked #129.

Redmont Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. The position peaked at $28.4K in Q1 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Redmont Wealth Advisors held 174 shares of Phillips 66 worth $22.5K as of Q4 2025.
  • Redmont Wealth Advisors left its Phillips 66 share count unchanged in Q4 2025.
  • Phillips 66 made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #129 holding.
  • Redmont Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Phillips 66 position peaked at $28.4K in Q1 2024.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.