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Sherbrooke Park Advisers’s Phillips 66 PSX Stock Holding History

Sherbrooke Park Advisers’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
-6,231
Closed -$743K – 684
2025
Q2 		$743K Buy
+6,231
New +$698K 0.32% 87
2024
Q4 		– Sell
-1,537
Closed -$202K – 1084
2024
Q3 		$202K Buy
+1,537
New +$208K 0.05% 753
2023
Q2 		– Sell
-4,300
Closed -$436K – 380
2023
Q1 		$436K Buy
+4,300
New +$437K 0.66% 44

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 $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 $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sherbrooke Park Advisers's PSX Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 6,231 shares — an estimated $743K sold.

Sherbrooke Park Advisers first reported a position in PSX in Q1 2023 and held it in 3 quarters. The position peaked at $743K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 6,231 Phillips 66 shares in Q3 2025, an estimated $743K.
  • Sherbrooke Park Advisers first reported a position in Phillips 66 in Q1 2023 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Phillips 66 position peaked at $743K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.