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Sage Mountain Advisors’s Phillips 66 PSX Stock Holding History

Sage Mountain 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 		– Sell
-4,181
Closed -$569K – 594
2025
Q3 		$569K Buy
4,181
+2,035
+95% +$261K 0.03% 244
2025
Q2 		$256K Sell
2,146
-424
-16% -$47.5K 0.02% 364
2025
Q1 		$317K Buy
2,570
+90
+4% +$11.1K 0.02% 293
2024
Q4 		$283K Sell
2,480
-173
-7% -$22K 0.02% 305
2024
Q3 		$349K Buy
2,653
+533
+25% +$72K 0.03% 256
2024
Q2 		$299K Buy
2,120
+352
+20% +$52.1K 0.03% 251
2024
Q1 		$289K Sell
1,768
-457
-21% -$65.9K 0.03% 246
2023
Q4 		$296K Buy
2,225
+271
+14% +$32.4K 0.03% 204
2023
Q3 		$235K Buy
+1,954
New +$219K 0.03% 215

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

Sage Mountain Advisors's PSX Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 4,181 shares — an estimated $569K sold.

Sage Mountain Advisors first reported a position in PSX in Q3 2023 and held it in 9 quarters. The position peaked at $569K in Q3 2025. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,181 Phillips 66 shares in Q4 2025, an estimated $569K.
  • Sage Mountain Advisors first reported a position in Phillips 66 in Q3 2023 and held it in 9 quarters.
  • Sage Mountain Advisors's Phillips 66 position peaked at $569K in Q3 2025.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.