Tortoise Investment Management’s Phillips 66 PSX Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-178	Closed	-$24.2K	–	1142
2025 Q3	$24.2K	Buy	178 +5	+3%	+$641	﹤0.01%	486
2025 Q2	$20.6K	Buy	173 +13	+8%	+$1.46K	﹤0.01%	505
2025 Q1	$19.8K	Sell	160 -473	-75%	-$58.3K	﹤0.01%	500
2024 Q4	$72.1K	Buy	633 +88	+16%	+$11.2K	0.01%	353
2024 Q3	$71.6K	Buy	545 +159	+41%	+$21.5K	0.01%	356
2024 Q2	$54.5K	Buy	386 +4	+1%	+$592	0.01%	378
2024 Q1	$62.4K	Buy	382 +181	+90%	+$26.1K	0.01%	358
2023 Q4	$26.8K	Sell	201 -14	-7%	-$1.67K	﹤0.01%	456
2023 Q3	$25.8K	Sell	215 -5	-2%	-$561	﹤0.01%	440
2023 Q2	$21K	Hold	220	–	–	﹤0.01%	460
2023 Q1	$22.3K	Hold	220	–	–	﹤0.01%	443
2022 Q4	$22.9K	Sell	220 -62	-22%	-$6.34K	﹤0.01%	437
2022 Q3	$23K	Buy	282 +15	+6%	+$1.28K	﹤0.01%	427
2022 Q2	$22K	Buy	267 +117	+78%	+$10.8K	﹤0.01%	415
2022 Q1	$13K	Sell	150 -100	-40%	-$8.41K	﹤0.01%	480
2021 Q4	$18K	Buy	250 +100	+67%	+$7.56K	﹤0.01%	419
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	460
2021 Q2	$13K	Hold	150	–	–	﹤0.01%	437
2021 Q1	$12K	Hold	150	–	–	﹤0.01%	422
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	418
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	411
2020 Q2	$11K	Sell	150 -100	-40%	-$7.08K	﹤0.01%	359
2020 Q1	$13K	Sell	250 -500	-67%	-$40.7K	﹤0.01%	344
2019 Q4	$84K	Buy	750 +552	+279%	+$62K	0.02%	201
2019 Q3	$20K	Sell	198 -500	-72%	-$50.1K	0.01%	322
2019 Q2	$65K	Hold	698	–	–	0.02%	225
2019 Q1	$66K	Buy	698 +100	+17%	+$9.51K	0.02%	220
2018 Q4	$52K	Hold	598	–	–	0.01%	230
2018 Q3	$67K	Hold	598	–	–	0.02%	219
2018 Q2	$67K	Hold	598	–	–	0.02%	216
2018 Q1	$57K	Hold	598	–	–	0.02%	222
2017 Q4	$60K	Hold	598	–	–	0.02%	223
2017 Q3	$55K	Hold	598	–	–	0.02%	218
2017 Q2	$49K	Buy	598 +87	+17%	+$6.83K	0.02%	218
2017 Q1	$40K	Sell	511 -32	-6%	-$2.58K	0.01%	219
2016 Q4	$47K	Buy	543 +32	+6%	+$2.66K	0.02%	206
2016 Q3	$41K	Sell	511 -95	-16%	-$7.38K	0.01%	210
2016 Q2	$48K	Buy	606 +95	+19%	+$7.76K	0.02%	204
2016 Q1	$44K	Hold	511	–	–	0.02%	207
2015 Q4	$42K	Hold	511	–	–	0.02%	223
2015 Q3	$39K	Hold	511	–	–	0.01%	219
2015 Q2	$41K	Hold	511	–	–	0.02%	225
2015 Q1	$40K	Hold	511	–	–	0.02%	224
2014 Q4	$37K	Hold	511	–	–	0.01%	239
2014 Q3	$42K	Hold	511	–	–	0.02%	222
2014 Q2	$41K	Buy	511 +500	+4,545%	+$41.2K	0.02%	224
2014 Q1	$1K	Hold	11	–	–	﹤0.01%	339
2013 Q4	$1K	Hold	11	–	–	﹤0.01%	326
2013 Q3	$1K	Hold	11	–	–	﹤0.01%	341
2013 Q2	$1K	Buy	+11	New	+$691	﹤0.01%	367

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 $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Tortoise Investment Management's PSX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 178 shares — an estimated $24.2K sold.

Tortoise Investment Management first reported a position in PSX in Q2 2013 and held it in 50 quarters. The position peaked at $84K in Q4 2019. 1,902 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Tortoise Investment Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 178 Phillips 66 shares in Q4 2025, an estimated $24.2K.
Tortoise Investment Management first reported a position in Phillips 66 in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Phillips 66 position peaked at $84K in Q4 2019.
1,902 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.