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Ridgewood Investments’s Phillips 66 PSX Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-14
Closed -$1.67K – 561
2025
Q2 		$1.67K Hold
14
– – ﹤0.01% 673
2025
Q1 		$1.73K Hold
14
– – ﹤0.01% 621
2024
Q4 		$1.59K Hold
14
– – ﹤0.01% 660
2024
Q3 		$1.84K Hold
14
– – ﹤0.01% 663
2024
Q2 		$2.01K Buy
+14
New +$2.07K ﹤0.01% 664
2023
Q3 		– Sell
-92
Closed -$8.8K – 608
2023
Q2 		$8.8K Buy
92
+27
+42% +$2.63K 0.01% 527
2023
Q1 		$6.61K Buy
+65
New +$6.61K ﹤0.01% 560

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ridgewood Investments's PSX Position: Q3 2025 in Review

Ridgewood Investments sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 14 shares — an estimated $1.67K sold.

Ridgewood Investments first reported a position in PSX in Q1 2023 and held it in 7 quarters. The position peaked at $8.8K in Q2 2023. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Ridgewood Investments reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 14 Phillips 66 shares in Q3 2025, an estimated $1.67K.
  • Ridgewood Investments first reported a position in Phillips 66 in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Phillips 66 position peaked at $8.8K in Q2 2023.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.