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Zynergy Retirement Planning’s Phillips 66 PSX Stock Holding History

Zynergy Retirement Planning’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
-66
Closed -$7.52K – 85
2025
Q1 		$7.52K Buy
+66
New +$8.13K 0.01% 92

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

Zynergy Retirement Planning's PSX Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 66 shares — an estimated $7.52K sold.

Zynergy Retirement Planning first reported a position in PSX in Q1 2025 and held it in 1 quarter. The position peaked at $7.52K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 66 Phillips 66 shares in Q2 2025, an estimated $7.52K.
  • Zynergy Retirement Planning first reported a position in Phillips 66 in Q1 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's Phillips 66 position peaked at $7.52K in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.