Virtus ETF Advisers’s Phillips 66 PSX Stock Holding History

Virtus ETF Advisers’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
2018 Q4	–	Sell	-1,500	Closed	-$1.5M	–	366
2018 Q3	$1.5M	Buy	+1,500	New	+$173K	0.16%	41

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Virtus ETF Advisers's PSX Position: Q4 2024 in Review

Virtus ETF Advisers sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 6,226 shares — an estimated $818K sold.

Virtus ETF Advisers first reported a position in PSX in Q3 2018 and held it in 18 quarters. The position peaked at $36.1M in Q3 2018. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

Virtus ETF Advisers reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
Virtus ETF Advisers sold 6,226 Phillips 66 shares in Q4 2024, an estimated $818K.
Virtus ETF Advisers first reported a position in Phillips 66 in Q3 2018 and held it in 18 quarters.
Virtus ETF Advisers's Phillips 66 position peaked at $36.1M in Q3 2018.
1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Virtus ETF Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.