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Ruedi Wealth Management’s Phillips 66 PSX Stock Holding History

Ruedi Wealth Management’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
-190
Closed -$23.5K – 258
2025
Q1 		$23.5K Hold
190
– – 0.01% 123
2024
Q4 		$21.6K Hold
190
– – 0.01% 124
2024
Q3 		$25K Hold
190
– – 0.01% 120
2024
Q2 		$26.8K Hold
190
– – 0.01% 114
2024
Q1 		$31K Buy
190
+96
+102% +$13.8K 0.01% 106
2023
Q4 		$12.5K Buy
94
+44
+88% +$5.26K 0.01% 134
2023
Q3 		$6.01K Buy
+50
New +$5.61K ﹤0.01% 153

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ruedi Wealth Management's PSX Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 190 shares — an estimated $23.5K sold.

Ruedi Wealth Management first reported a position in PSX in Q3 2023 and held it in 7 quarters. The position peaked at $31K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 190 Phillips 66 shares in Q2 2025, an estimated $23.5K.
  • Ruedi Wealth Management first reported a position in Phillips 66 in Q3 2023 and held it in 7 quarters.
  • Ruedi Wealth Management's Phillips 66 position peaked at $31K in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.