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Vista Cima Wealth Management’s Phillips 66 PSX Stock Holding History

Vista Cima 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
-3,368
Closed -$458K – 75
2025
Q3 		$458K Buy
+3,368
New +$431K 0.38% 55

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 $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vista Cima Wealth Management's PSX Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 3,368 shares — an estimated $458K sold.

Vista Cima Wealth Management first reported a position in PSX in Q3 2025 and held it in 1 quarter. The position peaked at $458K in Q3 2025. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 3,368 Phillips 66 shares in Q4 2025, an estimated $458K.
  • Vista Cima Wealth Management first reported a position in Phillips 66 in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Phillips 66 position peaked at $458K in Q3 2025.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.