PSX — PHILLIPS 66

Ownership history in Edgestream Partners, L.P.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q2)
Avg. % of fund
0.09%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,893 -29,618 -71.3% 0.05% $1.6M $133.77
2025 Q2 ADDED 41,511 +30,157 +265.6% 0.14% $5.0M $116.18
2023 Q3 ADDED 11,354 +3,663 +47.6% 0.11% $1.4M $110.21
2023 Q2 INITIATED 7,691 — — 0.07% $734K $86.67
% of Fund (quarterly)    PSX price (monthly, adj. close)

Other funds also holding PSX

As of 2025 Q4 — sorted by position size

Elliott Investment Management L.P. 3Y 10.99% Advisory Resource Group 3Y 7Y 5.41% Recurrent Investment Advisors LLC 3Y 4.34% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.95% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 3.82% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 3.04% Eldred Rock Partners, LLC 3.01% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 2.65% F&V Capital Management, LLC 3Y 7Y 2.62% ELLERSON GROUP INC /ADV 3Y 2.51%
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