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Steamboat Capital Partners’s Phillips 66 PSX Stock Holding History

Steamboat 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 		– Sell
-97,743
Closed -$11.7M – 63
2025
Q2 		$11.7M Buy
+97,743
New +$10.9M 3.32% 10

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EIM
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Wells Fargo
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Harris Associates
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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

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

Steamboat Capital Partners sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 97,743 shares — an estimated $11.7M sold.

Steamboat Capital Partners first reported a position in PSX in Q2 2025 and held it in 1 quarter. The position peaked at $11.7M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Steamboat Capital Partners reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Steamboat Capital Partners sold 97,743 Phillips 66 shares in Q3 2025, an estimated $11.7M.
  • Steamboat Capital Partners first reported a position in Phillips 66 in Q2 2025 and held it in 1 quarter.
  • Steamboat Capital Partners's Phillips 66 position peaked at $11.7M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Steamboat Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.