TCM
PSX icon

TruNorth Capital Management’s Phillips 66 PSX Stock Holding History

TruNorth Capital 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
-150
Closed -$20.4K – 316
2025
Q3 		$20.4K Hold
150
– – ﹤0.01% 286
2025
Q2 		$17.9K Sell
150
-39
-21% -$4.37K ﹤0.01% 252
2025
Q1 		$23.3K Hold
189
– – 0.01% 287
2024
Q4 		$21.5K Buy
189
+39
+26% +$4.96K 0.01% 224
2024
Q3 		$19.7K Hold
150
– – 0.01% 232
2024
Q2 		$21.2K Buy
+150
New +$22.2K 0.01% 196

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
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 $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's PSX Position: Q4 2025 in Review

TruNorth Capital Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 150 shares — an estimated $20.4K sold.

TruNorth Capital Management first reported a position in PSX in Q2 2024 and held it in 6 quarters. The position peaked at $23.3K in Q1 2025. 1,902 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • TruNorth Capital Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 150 Phillips 66 shares in Q4 2025, an estimated $20.4K.
  • TruNorth Capital Management first reported a position in Phillips 66 in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Phillips 66 position peaked at $23.3K in Q1 2025.
  • 1,902 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.