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Ameritas Advisory Services’s Phillips 66 PSX Stock Holding History

Ameritas Advisory Services’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
2026
Q2 		$642K Buy
3,800
+1,868
+97% +$322K 0.01% 700
2026
Q1 		$352K Buy
1,932
+1
+0.1% +$157 0.01% 708
2025
Q4 		$249K Sell
1,931
-610
-24% -$82.1K 0.01% 828
2025
Q3 		$346K Sell
2,541
-1,028
-29% -$132K 0.02% 486
2025
Q2 		$426K Sell
3,569
-1,418
-28% -$159K 0.02% 542
2025
Q1 		$584K Buy
4,987
+4
+0.1% +$493 0.02% 531
2024
Q4 		$568K Sell
4,983
-1,652
-25% -$210K 0.02% 560
2024
Q3 		$872K Buy
6,635
+67
+1% +$9.05K 0.04% 421
2024
Q2 		$927K Buy
6,568
+193
+3% +$28.6K 0.04% 430
2024
Q1 		$946K Sell
6,375
-422
-6% -$60.8K 0.04% 393
2023
Q4 		$961K Buy
6,797
+730
+12% +$87.3K 0.05% 297
2023
Q3 		$712K Buy
6,067
+2,378
+64% +$267K 0.04% 417
2023
Q2 		$367K Sell
3,689
-1,524
-29% -$148K 0.05% 364
2023
Q1 		$527K Sell
5,213
-1,277
-20% -$130K 0.03% 467
2022
Q4 		$675K Buy
6,490
+2,374
+58% +$243K 0.03% 451
2022
Q3 		$332K Buy
4,116
+176
+4% +$15K 0.02% 552
2022
Q2 		$323K Sell
3,940
-49
-1% -$4.53K 0.02% 590
2022
Q1 		$345K Buy
3,989
+675
+20% +$56.8K 0.01% 613
2021
Q4 		$240K Buy
+3,314
New +$251K 0.01% 721

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameritas Advisory Services's PSX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Phillips 66 (PSX) stake by 97% in Q2 2026, buying an estimated $322K and bringing the position to 3,800 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #700.

Ameritas Advisory Services first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $961K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ameritas Advisory Services held 3,800 shares of Phillips 66 worth $642K as of Q2 2026.
  • Ameritas Advisory Services bought 1,868 Phillips 66 shares in Q2 2026, an estimated $322K.
  • Phillips 66 made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #700 holding.
  • Ameritas Advisory Services first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Phillips 66 position peaked at $961K in Q4 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.