YDMI
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Y.D. More Investments’s Phillips 66 PSX Stock Holding History

Y.D. More Investments’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
-1,147
Closed -$137K – 510
2025
Q2 		$137K Buy
1,147
+271
+31% +$30.4K 0.01% 240
2025
Q1 		$108K Buy
+876
New +$108K 0.01% 262

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
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

Y.D. More Investments's PSX Position: Q3 2025 in Review

Y.D. More Investments sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,147 shares — an estimated $137K sold.

Y.D. More Investments first reported a position in PSX in Q1 2025 and held it in 2 quarters. The position peaked at $137K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Y.D. More Investments reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Y.D. More Investments sold 1,147 Phillips 66 shares in Q3 2025, an estimated $137K.
  • Y.D. More Investments first reported a position in Phillips 66 in Q1 2025 and held it in 2 quarters.
  • Y.D. More Investments's Phillips 66 position peaked at $137K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.