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Sutton Place Investors’s Phillips 66 PSX Stock Holding History

Sutton Place Investors’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
Q1 		– Sell
-1,982
Closed -$226K – 131
2024
Q4 		$226K Sell
1,982
-11
-0.6% -$1.4K 0.13% 121
2024
Q3 		$262K Buy
1,993
+15
+0.8% +$2.02K 0.16% 102
2024
Q2 		$279K Sell
1,978
-4,303
-69% -$637K 0.19% 94
2024
Q1 		$1.03M Buy
6,281
+1,865
+42% +$269K 0.51% 59
2023
Q4 		$588K Buy
+4,416
New +$528K 0.43% 78

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sutton Place Investors's PSX Position: Q1 2025 in Review

Sutton Place Investors sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 1,982 shares — an estimated $226K sold.

Sutton Place Investors first reported a position in PSX in Q4 2023 and held it in 5 quarters. The position peaked at $1.03M in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Sutton Place Investors reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Sutton Place Investors sold 1,982 Phillips 66 shares in Q1 2025, an estimated $226K.
  • Sutton Place Investors first reported a position in Phillips 66 in Q4 2023 and held it in 5 quarters.
  • Sutton Place Investors's Phillips 66 position peaked at $1.03M in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Sutton Place Investors's 13F filing for Q1 2025, filed 29 Apr 2025.