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Tucker Asset Management’s Phillips 66 PSX Stock Holding History

Tucker 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
-5
Closed -$570 – 769
2024
Q4 		$570 Hold
5
– – ﹤0.01% 1396
2024
Q3 		$657 Sell
5
-2
-29% -$270 ﹤0.01% 1319
2024
Q2 		$988 Hold
7
– – ﹤0.01% 1445
2024
Q1 		$1.14K Hold
7
– – ﹤0.01% 1417
2023
Q4 		$932 Sell
7
-6
-46% -$717 ﹤0.01% 1264
2023
Q3 		$1.56K Buy
13
+5
+63% +$561 ﹤0.01% 1090
2023
Q2 		$763 Sell
8
-57
-88% -$5.54K ﹤0.01% 998
2023
Q1 		$6.59K Buy
65
+55
+550% +$5.59K ﹤0.01% 645
2022
Q4 		$1.04K Hold
10
– – ﹤0.01% 638
2022
Q3 		$1.04K Buy
+10
New +$852 ﹤0.01% 659

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

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

Tucker Asset Management sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 5 shares — an estimated $570 sold.

Tucker Asset Management first reported a position in PSX in Q3 2022 and held it in 10 quarters. The position peaked at $6.59K in Q1 2023. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Tucker Asset Management reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 5 Phillips 66 shares in Q1 2025, an estimated $570.
  • Tucker Asset Management first reported a position in Phillips 66 in Q3 2022 and held it in 10 quarters.
  • Tucker Asset Management's Phillips 66 position peaked at $6.59K in Q1 2023.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.