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Unigestion Holding’s Phillips 66 PSX Stock Holding History

Unigestion Holding’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
-34,231
Closed -$3.9M – 176
2024
Q4 		$3.9M Hold
34,231
– – 0.22% 81
2024
Q3 		$4.5M Buy
34,231
+30,105
+730% +$4.06M 0.22% 75
2024
Q2 		$549K Sell
4,126
-514
-11% -$76.1K 0.03% 124
2024
Q1 		$758K Buy
4,640
+514
+12% +$74.1K 0.04% 120
2023
Q4 		$549K Buy
+4,126
New +$493K 0.03% 124
2023
Q1 		– Sell
-5,094
Closed -$530K – 239
2022
Q4 		$530K Sell
5,094
-1,662
-25% -$170K 0.03% 201
2022
Q3 		$545K Buy
+6,756
New +$576K 0.03% 166
2019
Q1 		– Sell
-14,300
Closed -$1.23M – 291
2018
Q4 		$1.23M Hold
14,300
– – 0.03% 218
2018
Q3 		$1.61M Sell
14,300
-67,783
-83% -$7.84M 0.03% 240
2018
Q2 		$9.22M Buy
+82,083
New +$9.23M 0.18% 121

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

Unigestion Holding's PSX Position: Q1 2025 in Review

Unigestion Holding sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 34,231 shares — an estimated $3.9M sold.

Unigestion Holding first reported a position in PSX in Q2 2018 and held it in 10 quarters. The position peaked at $9.22M in Q2 2018. 1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Unigestion Holding reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Unigestion Holding sold 34,231 Phillips 66 shares in Q1 2025, an estimated $3.9M.
  • Unigestion Holding first reported a position in Phillips 66 in Q2 2018 and held it in 10 quarters.
  • Unigestion Holding's Phillips 66 position peaked at $9.22M in Q2 2018.
  • 1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.