Stephens Consulting’s Phillips 66 PSX Stock Holding History

Stephens Consulting’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 Q4	$28.8K	Buy	223 +90	+68%	+$12.1K	0.01%	173
2025 Q3	$18.1K	Sell	133 -97	-42%	-$12.4K	0.01%	196
2025 Q2	$27.4K	Sell	230 -7	-3%	-$784	0.01%	242
2025 Q1	$29.3K	Sell	237 -7	-3%	-$863	0.01%	230
2024 Q4	$27.8K	Buy	244 +111	+83%	+$14.1K	0.01%	237
2024 Q3	$17.5K	Hold	133	–	–	﹤0.01%	280
2024 Q2	$18.8K	Hold	133	–	–	0.01%	270
2024 Q1	$21.7K	Hold	133	–	–	0.01%	239
2023 Q4	$17.7K	Hold	133	–	–	0.01%	260
2023 Q3	$16K	Hold	133	–	–	0.01%	262
2023 Q2	$12.7K	Hold	133	–	–	0.01%	284
2023 Q1	$13.5K	Hold	133	–	–	0.01%	284
2022 Q4	$13.8K	Hold	133	–	–	0.01%	260
2022 Q3	$10.7K	Hold	133	–	–	0.01%	323
2022 Q2	$10.9K	Hold	133	–	–	0.01%	311
2022 Q1	$11.5K	Hold	133	–	–	0.01%	335
2021 Q4	$9.64K	Buy	+133	New	+$10.1K	0.01%	404

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

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's PSX Position: Q4 2025 in Review

Stephens Consulting increased its Phillips 66 (PSX) stake by 68% in Q4 2025, buying an estimated $12.1K and bringing the position to 223 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #173.

Stephens Consulting first reported a position in PSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $29.3K in Q1 2025. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Stephens Consulting held 223 shares of Phillips 66 worth $28.8K as of Q4 2025.
Stephens Consulting bought 90 Phillips 66 shares in Q4 2025, an estimated $12.1K.
Phillips 66 made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #173 holding.
Stephens Consulting first reported a position in Phillips 66 in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Phillips 66 position peaked at $29.3K in Q1 2025.
1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.