SFI
PSX icon

SPC Financial Inc’s Phillips 66 PSX Stock Holding History

SPC Financial Inc’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 		$335K Buy
2,462
+227
+10% +$29.1K 0.03% 209
2025
Q2 		$267K Buy
2,235
+100
+5% +$11.2K 0.02% 224
2025
Q1 		$264K Sell
2,135
-59
-3% -$7.27K 0.02% 223
2024
Q4 		$250K Buy
2,194
+100
+5% +$12.7K 0.02% 226
2024
Q3 		$275K Buy
2,094
+102
+5% +$13.8K 0.02% 220
2024
Q2 		$281K Buy
1,992
+50
+3% +$7.4K 0.03% 204
2024
Q1 		$317K Buy
1,942
+100
+5% +$14.4K 0.03% 190
2023
Q4 		$245K Buy
+1,842
New +$220K 0.03% 200
2020
Q3 		– Sell
-3,455
Closed -$248K – 147
2020
Q2 		$248K Sell
3,455
-1,345
-28% -$95.2K 0.05% 123
2020
Q1 		$258K Buy
4,800
+30
+0.6% +$2.44K 0.07% 113
2019
Q4 		$531K Sell
4,770
-230
-5% -$25.8K 0.1% 87
2019
Q3 		$512K Buy
5,000
+275
+6% +$27.6K 0.11% 84
2019
Q2 		$442K Sell
4,725
-16,405
-78% -$1.47M 0.09% 96
2019
Q1 		$2.01M Buy
21,130
+2,970
+16% +$282K 0.43% 42
2018
Q4 		$1.56M Buy
18,160
+155
+0.9% +$15.1K 0.43% 40
2018
Q3 		$2.03M Hold
18,005
– – 0.41% 41
2018
Q2 		$2.02M Hold
18,005
– – 0.44% 43
2018
Q1 		$1.73M Buy
18,005
+865
+5% +$84.2K 0.39% 44
2017
Q4 		$1.73M Sell
17,140
-1,250
-7% -$119K 0.4% 44
2017
Q3 		$1.69M Sell
18,390
-5,477
-23% -$464K 0.42% 44
2017
Q2 		$1.97M Buy
23,867
+1,837
+8% +$144K 0.52% 39
2017
Q1 		$1.75M Sell
22,030
-15
-0.1% -$1.21K 0.49% 40
2016
Q4 		$1.91M Buy
22,045
+350
+2% +$29.1K 0.58% 35
2016
Q3 		$1.75M Sell
21,695
-12,555
-37% -$976K 0.56% 39
2016
Q2 		$2.72M Sell
34,250
-150
-0.4% -$12.3K 0.98% 29
2016
Q1 		$2.98M Sell
34,400
-50
-0.1% -$4.06K 1.13% 29
2015
Q4 		$2.82M Sell
34,450
-350
-1% -$30.2K 1.11% 31
2015
Q3 		$2.67M Buy
34,800
+10,250
+42% +$815K 1.15% 30
2015
Q2 		$1.98M Buy
+24,550
New +$1.95M 0.55% 44

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

SPC Financial Inc's PSX Position: Q3 2025 in Review

SPC Financial Inc increased its Phillips 66 (PSX) stake by 10% in Q3 2025, buying an estimated $29.1K and bringing the position to 2,462 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #209.

SPC Financial Inc first reported a position in PSX in Q2 2015 and has held it in 29 quarters since. The position peaked at $2.98M in Q1 2016. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • SPC Financial Inc held 2,462 shares of Phillips 66 worth $335K as of Q3 2025.
  • SPC Financial Inc bought 227 Phillips 66 shares in Q3 2025, an estimated $29.1K.
  • Phillips 66 made up 0.03% of SPC Financial Inc's portfolio in Q3 2025, its #209 holding.
  • SPC Financial Inc first reported a position in Phillips 66 in Q2 2015 and has held it in 29 quarters since.
  • SPC Financial Inc's Phillips 66 position peaked at $2.98M in Q1 2016.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.