ALPS Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.29M | Buy |
25,390
+22,520
| +785% | +$3.88M | 0.02% | 313 |
|
|
2026
Q1 | $523K | Buy |
+2,870
| New | +$450K | ﹤0.01% | 738 |
|
|
2025
Q4 | – | Sell |
-187,558
| Closed | -$25.5M | – | 1070 |
|
|
2025
Q3 | $25.5M | Sell |
187,558
-4,834
| -3% | -$619K | 0.14% | 81 |
|
|
2025
Q2 | $23M | Buy |
192,392
+1,740
| +0.9% | +$195K | 0.13% | 102 |
|
|
2025
Q1 | $23.5M | Sell |
190,652
-6,758
| -3% | -$833K | 0.14% | 97 |
|
|
2024
Q4 | $22.5M | Buy |
+197,410
| New | +$25.1M | 0.14% | 99 |
|
|
2024
Q3 | – | Sell |
-2,310
| Closed | -$326K | – | 1109 |
|
|
2024
Q2 | $326K | Sell |
2,310
-13
| -0.6% | -$1.92K | ﹤0.01% | 803 |
|
|
2024
Q1 | $379K | Sell |
2,323
-250
| -10% | -$36K | ﹤0.01% | 664 |
|
|
2023
Q4 | $343K | Sell |
2,573
-184,771
| -99% | -$22.1M | ﹤0.01% | 780 |
|
|
2023
Q3 | $22.5M | Sell |
187,344
-50,465
| -21% | -$5.66M | 0.19% | 71 |
|
|
2023
Q2 | $22.7M | Sell |
237,809
-6,037
| -2% | -$587K | 0.2% | 99 |
|
|
2023
Q1 | $24.7M | Sell |
243,846
-16,715
| -6% | -$1.7M | 0.22% | 89 |
|
|
2022
Q4 | $27.1M | Buy |
260,561
+256,880
| +6,979% | +$26.3M | 0.24% | 58 |
|
|
2022
Q3 | $297K | Buy |
+3,681
| New | +$314K | ﹤0.01% | 802 |
|
|
2020
Q1 | – | Sell |
-16,280
| Closed | -$1.81M | – | 901 |
|
|
2019
Q4 | $1.81M | Sell |
16,280
-870
| -5% | -$97.7K | 0.01% | 234 |
|
|
2019
Q3 | $1.76M | Sell |
17,150
-2,810
| -14% | -$282K | 0.01% | 224 |
|
|
2019
Q2 | $1.87M | Buy |
19,960
+447
| +2% | +$40.1K | 0.01% | 229 |
|
|
2019
Q1 | $1.86M | Buy |
19,513
+8,996
| +86% | +$855K | 0.01% | 232 |
|
|
2018
Q4 | $906K | Sell |
10,517
-11,028
| -51% | -$1.08M | 0.01% | 324 |
|
|
2018
Q3 | $2.43M | Buy |
21,545
+11,753
| +120% | +$1.36M | 0.02% | 227 |
|
|
2018
Q2 | $1.1M | Sell |
9,792
-231
| -2% | -$26K | 0.01% | 318 |
|
|
2018
Q1 | $961K | Buy |
10,023
+7,248
| +261% | +$706K | 0.01% | 320 |
|
|
2017
Q4 | $281K | Sell |
2,775
-1,917
| -41% | -$182K | ﹤0.01% | 751 |
|
|
2017
Q3 | $430K | Buy |
4,692
+2,126
| +83% | +$180K | ﹤0.01% | 683 |
|
|
2017
Q2 | $212K | Buy |
+2,566
| New | +$201K | ﹤0.01% | 748 |
|
|
2016
Q1 | – | Sell |
-6,313
| Closed | -$516K | – | 738 |
|
|
2015
Q4 | $516K | Hold |
6,313
| – | – | 0.01% | 415 |
|
|
2015
Q3 | $485K | Buy |
+6,313
| New | +$502K | 0.01% | 453 |
|
|
2014
Q1 | – | Sell |
-8,650
| Closed | -$632K | – | 660 |
|
|
2013
Q4 | $632K | Buy |
8,650
+4,200
| +94% | +$280K | 0.01% | 185 |
|
|
2013
Q3 | $257K | Buy |
+4,450
| New | +$258K | ﹤0.01% | 310 |
|
Other funds holding PSX
EIM
ALPS Advisors's PSX Position: Q2 2026 in Review
ALPS Advisors increased its Phillips 66 (PSX) stake by 785% in Q2 2026, buying an estimated $3.88M and bringing the position to 25,390 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #313.
ALPS Advisors first reported a position in PSX in Q3 2013 and has held it in 29 quarters since. The position peaked at $27.1M in Q4 2022. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- ALPS Advisors held 25,390 shares of Phillips 66 worth $4.29M as of Q2 2026.
- ALPS Advisors bought 22,520 Phillips 66 shares in Q2 2026, an estimated $3.88M.
- Phillips 66 made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #313 holding.
- ALPS Advisors first reported a position in Phillips 66 in Q3 2013 and has held it in 29 quarters since.
- ALPS Advisors's Phillips 66 position peaked at $27.1M in Q4 2022.
- 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.