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Shorepoint Capital Partners’s Phillips 66 PSX Stock Holding History

Shorepoint Capital Partners’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 		$5.39M Buy
+39,657
New +$5.08M 1.07% 32
2025
Q1 		$4.79M Buy
38,814
+1,157
+3% +$143K 1.08% 33
2024
Q4 		$4.29M Buy
37,657
+627
+2% +$79.8K 0.98% 38
2024
Q3 		$4.87M Sell
37,030
-1,189
-3% -$161K 1.11% 34
2024
Q2 		$5.4M Sell
38,219
-235
-0.6% -$34.8K 1.27% 29
2024
Q1 		$6.28M Sell
38,454
-102
-0.3% -$14.7K 1.54% 21
2023
Q4 		$5.13M Sell
38,556
-246
-0.6% -$29.4K 1.38% 25
2023
Q3 		$4.66M Sell
38,802
-171
-0.4% -$19.2K 1.37% 27
2023
Q2 		$3.72M Buy
38,973
+1,278
+3% +$124K 1.05% 36
2023
Q1 		$3.82M Sell
37,695
-873
-2% -$88.8K 1.09% 35
2022
Q4 		$4.01M Buy
38,568
+290
+0.8% +$29.7K 1.11% 32
2022
Q3 		$3.09M Buy
38,278
+854
+2% +$72.8K 1.47% 25
2022
Q2 		$3.07M Sell
37,424
-276
-0.7% -$25.5K 1.3% 35
2022
Q1 		$3.26M Sell
37,700
-875
-2% -$73.6K 1.36% 35
2021
Q4 		$2.79M Buy
38,575
+3,253
+9% +$246K 1.13% 40
2021
Q3 		$2.47M Buy
+35,322
New +$2.56M 1.11% 41
2021
Q1 		$2.55M Sell
31,282
-7,697
-20% -$604K 1.36% 33
2020
Q4 		$2.73M Buy
38,979
+3,568
+10% +$209K 1.51% 30
2020
Q3 		$1.84M Buy
35,411
+951
+3% +$58K 1.14% 36
2020
Q2 		$2.48M Sell
34,460
-1,308
-4% -$92.6K 1.62% 27
2020
Q1 		$1.92M Buy
+35,768
New +$2.91M 1.54% 27

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
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

Shorepoint Capital Partners's PSX Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Phillips 66 (PSX) in Q3 2025: 39,657 shares worth $5.39M. The stake represents 1.07% of the portfolio and ranks #32 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in PSX as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in PSX in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.28M in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Shorepoint Capital Partners held 39,657 shares of Phillips 66 worth $5.39M as of Q3 2025.
  • Phillips 66 was a new Shorepoint Capital Partners position in Q3 2025.
  • Phillips 66 made up 1.07% of Shorepoint Capital Partners's portfolio in Q3 2025, its #32 holding.
  • Shorepoint Capital Partners first reported a position in Phillips 66 in Q1 2020 and has held it in 21 quarters since.
  • Shorepoint Capital Partners's Phillips 66 position peaked at $6.28M in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.