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von Borstel & Associates’s Phillips 66 PSX Stock Holding History

von Borstel & Associates’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
Q2 		– Sell
-221
Closed -$27K – 110
2025
Q1 		$27K Buy
+221
New +$27.2K 0.01% 98

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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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

von Borstel & Associates's PSX Position: Q2 2025 in Review

von Borstel & Associates sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 221 shares — an estimated $27K sold.

von Borstel & Associates first reported a position in PSX in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • von Borstel & Associates reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 221 Phillips 66 shares in Q2 2025, an estimated $27K.
  • von Borstel & Associates first reported a position in Phillips 66 in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's Phillips 66 position peaked at $27K in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.