Schechter Investment Advisors’s Phillips 66 PSX Stock Holding History

Schechter Investment 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 Q1	$261K	Sell	2,114 -1,471	-41%	-$181K	0.02%	503
2024 Q4	$408K	Sell	3,585 -896	-20%	-$114K	0.03%	423
2024 Q3	$589K	Sell	4,481 -1,480	-25%	-$200K	0.04%	366
2024 Q2	$842K	Sell	5,961 -231	-4%	-$34.2K	0.06%	275
2024 Q1	$1.01M	Buy	6,192 +977	+19%	+$141K	0.08%	245
2023 Q4	$694K	Buy	5,215 +3,416	+190%	+$408K	0.06%	292
2023 Q3	$216K	Buy	+1,799	New	+$202K	0.02%	528
2023 Q1	–	Sell	-2,042	Closed	-$213K	–	735
2022 Q4	$213K	Buy	+2,042	New	+$209K	0.02%	739

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schechter Investment Advisors's PSX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Phillips 66 (PSX) stake by 41% in Q1 2025, selling an estimated $181K and leaving 2,114 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #503.

Schechter Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Schechter Investment Advisors held 2,114 shares of Phillips 66 worth $261K as of Q1 2025.
Schechter Investment Advisors sold 1,471 Phillips 66 shares in Q1 2025, an estimated $181K.
Phillips 66 made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #503 holding.
Schechter Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 8 quarters since.
Schechter Investment Advisors's Phillips 66 position peaked at $1.01M in Q1 2024.
1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.