VCI Wealth Management’s Phillips 66 PSX Stock Holding History

VCI Wealth 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	-7,027	Closed	-$956K	–	134
2025 Q3	$956K	Buy	+7,027	New	+$900K	0.29%	85

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VCI Wealth Management's PSX Position: Q4 2025 in Review

VCI Wealth Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 7,027 shares — an estimated $956K sold.

VCI Wealth Management first reported a position in PSX in Q3 2025 and held it in 1 quarter. The position peaked at $956K in Q3 2025. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

VCI Wealth Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
VCI Wealth Management sold 7,027 Phillips 66 shares in Q4 2025, an estimated $956K.
VCI Wealth Management first reported a position in Phillips 66 in Q3 2025 and held it in 1 quarter.
VCI Wealth Management's Phillips 66 position peaked at $956K in Q3 2025.
1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.