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Westchester Capital Management (New York)’s Phillips 66 PSX Stock Holding History

Westchester Capital Management (New York)’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
Q3 		– Sell
-1,100
Closed -$131K – 277
2025
Q2 		$131K Sell
1,100
-26,400
-96% -$2.96M 0.01% 159
2025
Q1 		$3.4M Buy
+27,500
New +$3.39M 0.18% 80
2024
Q2 		– Sell
-24,300
Closed -$3.97M – 232
2024
Q1 		$3.97M Sell
24,300
-29,100
-54% -$4.19M 0.15% 95
2023
Q4 		$7.11M Buy
+53,400
New +$6.38M 0.25% 60

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westchester Capital Management (New York)'s PSX Position: Q3 2025 in Review

Westchester Capital Management (New York) sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,100 shares — an estimated $131K sold.

Westchester Capital Management (New York) first reported a position in PSX in Q4 2023 and held it in 4 quarters. The position peaked at $7.11M in Q4 2023. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Westchester Capital Management (New York) reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,100 Phillips 66 shares in Q3 2025, an estimated $131K.
  • Westchester Capital Management (New York) first reported a position in Phillips 66 in Q4 2023 and held it in 4 quarters.
  • Westchester Capital Management (New York)'s Phillips 66 position peaked at $7.11M in Q4 2023.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.