Synergy Asset Management’s Phillips 66 PSX Stock Holding History

Synergy Asset Management’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	-49	Closed	-$6.44K	–	652
2024 Q4	$6.44K	Buy	+49	New	+$6.23K	﹤0.01%	538

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Synergy Asset Management's PSX Position: Q1 2025 in Review

Synergy Asset Management sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 49 shares — an estimated $6.44K sold.

Synergy Asset Management first reported a position in PSX in Q4 2024 and held it in 1 quarter. The position peaked at $6.44K in Q4 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Synergy Asset Management reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 49 Phillips 66 shares in Q1 2025, an estimated $6.44K.
Synergy Asset Management first reported a position in Phillips 66 in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Phillips 66 position peaked at $6.44K in Q4 2024.
1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.