TA
PSX icon

TFG Advisers’s Phillips 66 PSX Stock Holding History

TFG Advisers’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
Q2 		$261K Sell
2,189
-120
-5% -$13.4K 0.09% 191
2025
Q1 		$285K Sell
2,309
-120
-5% -$14.8K 0.1% 173
2024
Q4 		$277K Buy
2,429
+12
+0.5% +$1.53K 0.1% 177
2024
Q3 		$318K Sell
2,417
-27
-1% -$3.65K 0.11% 162
2024
Q2 		$345K Buy
2,444
+175
+8% +$25.9K 0.13% 150
2024
Q1 		$371K Buy
2,269
+9
+0.4% +$1.3K 0.15% 144
2023
Q4 		$301K Buy
2,260
+54
+2% +$6.45K 0.13% 153
2023
Q3 		$265K Buy
+2,206
New +$248K 0.12% 160
2020
Q3 		– Sell
-3,436
Closed -$247K – 177
2020
Q2 		$247K Buy
+3,436
New +$243K 0.16% 137
2020
Q1 		– Sell
-3,373
Closed -$375K – 374
2019
Q4 		$375K Sell
3,373
-74
-2% -$8.31K 0.21% 113
2019
Q3 		$353K Buy
3,447
+23
+0.7% +$2.31K 0.23% 113
2019
Q2 		$320K Sell
3,424
-24
-0.7% -$2.15K 0.22% 118
2019
Q1 		$328K Buy
3,448
+23
+0.7% +$2.19K 0.24% 115
2018
Q4 		$295K Buy
+3,425
New +$335K 0.25% 118

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFG Advisers's PSX Position: Q2 2025 in Review

TFG Advisers reduced its Phillips 66 (PSX) stake by 5.2% in Q2 2025, selling an estimated $13.4K and leaving 2,189 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #191.

TFG Advisers first reported a position in PSX in Q4 2018 and has held it in 14 quarters since. The position peaked at $375K in Q4 2019. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • TFG Advisers held 2,189 shares of Phillips 66 worth $261K as of Q2 2025.
  • TFG Advisers sold 120 Phillips 66 shares in Q2 2025, an estimated $13.4K.
  • Phillips 66 made up 0.09% of TFG Advisers's portfolio in Q2 2025, its #191 holding.
  • TFG Advisers first reported a position in Phillips 66 in Q4 2018 and has held it in 14 quarters since.
  • TFG Advisers's Phillips 66 position peaked at $375K in Q4 2019.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.