Sierra Ocean’s Phillips 66 PSX Stock Holding History

Sierra Ocean’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	-149	Closed	-$17.9K	–	736
2025 Q2	$17.9K	Buy	149 +43	+41%	+$4.82K	0.01%	348
2025 Q1	$13.2K	Hold	106	–	–	0.01%	384
2024 Q4	$12.2K	Buy	+106	New	+$13.5K	0.01%	385

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sierra Ocean's PSX Position: Q3 2025 in Review

Sierra Ocean sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 149 shares — an estimated $17.9K sold.

Sierra Ocean first reported a position in PSX in Q4 2024 and held it in 3 quarters. The position peaked at $17.9K in Q2 2025. 1,838 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Sierra Ocean reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 149 Phillips 66 shares in Q3 2025, an estimated $17.9K.
Sierra Ocean first reported a position in Phillips 66 in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Phillips 66 position peaked at $17.9K in Q2 2025.
1,838 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.