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Semmax Financial Advisors’s Phillips 66 PSX Stock Holding History

Semmax Financial 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
Q2 		$3.25K Sell
27
-10
-27% -$1.12K ﹤0.01% 320
2025
Q1 		$4.11K Buy
+37
New +$4.56K ﹤0.01% 287
2019
Q2 		– Sell
-28
Closed -$3K – 429
2019
Q1 		$3K Buy
+28
New +$2.66K ﹤0.01% 397

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

Semmax Financial Advisors's PSX Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Phillips 66 (PSX) stake by 27% in Q2 2025, selling an estimated $1.12K and leaving 27 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Semmax Financial Advisors first reported a position in PSX in Q1 2019 and has held it in 3 quarters since. The position peaked at $4.11K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Semmax Financial Advisors held 27 shares of Phillips 66 worth $3.25K as of Q2 2025.
  • Semmax Financial Advisors sold 10 Phillips 66 shares in Q2 2025, an estimated $1.12K.
  • Phillips 66 made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #320 holding.
  • Semmax Financial Advisors first reported a position in Phillips 66 in Q1 2019 and has held it in 3 quarters since.
  • Semmax Financial Advisors's Phillips 66 position peaked at $4.11K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.