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WESPAC Advisors’s Phillips 66 PSX Stock Holding History

WESPAC Advisors’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
-4,027
Closed -$497K – 188
2025
Q1 		$497K Sell
4,027
-158
-4% -$19.5K 0.41% 93
2024
Q4 		$477K Buy
4,185
+235
+6% +$29.9K 0.35% 99
2024
Q3 		$519K Buy
3,950
+222
+6% +$30K 0.38% 89
2024
Q2 		$526K Sell
3,728
-3,903
-51% -$578K 0.41% 85
2024
Q1 		$1.25M Sell
7,631
-209
-3% -$30.1K 0.73% 45
2023
Q4 		$1.04M Sell
7,840
-232
-3% -$27.7K 0.72% 47
2023
Q3 		$970K Buy
8,072
+98
+1% +$11K 0.73% 48
2023
Q2 		$761K Buy
+7,974
New +$775K 0.61% 57
2018
Q4 		– Sell
-22,111
Closed -$2.49M – 155
2018
Q3 		$2.49M Buy
+22,111
New +$2.56M 1.45% 25
2014
Q4 		– Sell
-19,651
Closed -$1.6M – 149
2014
Q3 		$1.6M Buy
+19,651
New +$1.64M 1.28% 24

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
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

WESPAC Advisors's PSX Position: Q2 2025 in Review

WESPAC Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 4,027 shares — an estimated $497K sold.

WESPAC Advisors first reported a position in PSX in Q3 2014 and held it in 10 quarters. The position peaked at $2.49M in Q3 2018. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • WESPAC Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors sold 4,027 Phillips 66 shares in Q2 2025, an estimated $497K.
  • WESPAC Advisors first reported a position in Phillips 66 in Q3 2014 and held it in 10 quarters.
  • WESPAC Advisors's Phillips 66 position peaked at $2.49M in Q3 2018.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.