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Stonegate Investment Group’s Phillips 66 PSX Stock Holding History

Stonegate Investment Group’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 		$120M Sell
883,634
-6,129
-0.7% -$785K 2.79% 9
2025
Q2 		$106M Buy
889,763
+369,593
+71% +$41.4M 2.67% 12
2025
Q1 		$64.2M Buy
520,170
+9,017
+2% +$1.11M 1.72% 23
2024
Q4 		$58.2M Sell
511,153
-2,136
-0.4% -$272K 1.55% 24
2024
Q3 		$67.5M Buy
513,289
+11,396
+2% +$1.54M 1.78% 20
2024
Q2 		$70.9M Buy
501,893
+6,680
+1% +$989K 2.05% 18
2024
Q1 		$80.9M Sell
495,213
-42,293
-8% -$6.09M 2.54% 13
2023
Q4 		$71.6M Buy
537,506
+283
+0.1% +$33.8K 2.37% 13
2023
Q3 		$64.5M Sell
537,223
-12,708
-2% -$1.43M 2.35% 13
2023
Q2 		$52.5M Sell
549,931
-3,242
-0.6% -$315K 1.87% 18
2023
Q1 		$56.1M Buy
553,173
+58,967
+12% +$6M 2.1% 16
2022
Q4 		$51.4M Buy
494,206
+604
+0.1% +$61.8K 2.22% 16
2022
Q3 		$39.8M Buy
493,602
+5,646
+1% +$481K 1.83% 17
2022
Q2 		$40M Buy
487,956
+9,471
+2% +$876K 1.75% 18
2022
Q1 		$41.3M Buy
478,485
+16,843
+4% +$1.42M 1.36% 22
2021
Q4 		$33.5M Buy
+461,642
New +$34.9M 1.4% 30

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

Stonegate Investment Group's PSX Position: Q3 2025 in Review

Stonegate Investment Group reduced its Phillips 66 (PSX) stake by 0.69% in Q3 2025, selling an estimated $785K and leaving 883,634 shares worth $120M. The position accounts for 2.79% of the portfolio, ranked #9.

Stonegate Investment Group first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Stonegate Investment Group held 883,634 shares of Phillips 66 worth $120M as of Q3 2025.
  • Stonegate Investment Group sold 6,129 Phillips 66 shares in Q3 2025, an estimated $785K.
  • Phillips 66 made up 2.79% of Stonegate Investment Group's portfolio in Q3 2025, its #9 holding.
  • Stonegate Investment Group first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.