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Wood Tarver Financial Group’s Phillips 66 PSX Stock Holding History

Wood Tarver Financial Group’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
-260
Closed -$31K – 512
2025
Q2 		$31K Hold
260
– – 0.01% 321
2025
Q1 		$32.1K Sell
260
-2
-0.8% -$246 0.01% 302
2024
Q4 		$29K Buy
+262
New +$33.3K 0.01% 316

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wood Tarver Financial Group's PSX Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 260 shares — an estimated $31K sold.

Wood Tarver Financial Group first reported a position in PSX in Q4 2024 and held it in 3 quarters. The position peaked at $32.1K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 260 Phillips 66 shares in Q3 2025, an estimated $31K.
  • Wood Tarver Financial Group first reported a position in Phillips 66 in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Phillips 66 position peaked at $32.1K in Q1 2025.
  • 1,839 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.