Ameritas Investment Partners’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 | $3.49M | Sell |
20,673
-379
| -2% | -$65.2K | 0.09% | 194 |
|
|
2026
Q1 | $3.84M | Sell |
21,052
-273
| -1% | -$42.8K | 0.12% | 152 |
|
|
2025
Q4 | $2.75M | Sell |
21,325
-1,721
| -7% | -$232K | 0.08% | 233 |
|
|
2025
Q3 | $3.13M | Sell |
23,046
-1,002
| -4% | -$128K | 0.1% | 200 |
|
|
2025
Q2 | $2.87M | Buy |
24,048
+132
| +0.6% | +$14.8K | 0.09% | 218 |
|
|
2025
Q1 | $2.95M | Buy |
23,916
+17
| +0.1% | +$2.1K | 0.1% | 185 |
|
|
2024
Q4 | $2.72M | Sell |
23,899
-322
| -1% | -$41K | 0.09% | 221 |
|
|
2024
Q3 | $3.18M | Sell |
24,221
-2,550
| -10% | -$344K | 0.1% | 183 |
|
|
2024
Q2 | $3.78M | Buy |
26,771
+197
| +0.7% | +$29.2K | 0.13% | 133 |
|
|
2024
Q1 | $4.34M | Sell |
26,574
-4,524
| -15% | -$652K | 0.15% | 111 |
|
|
2023
Q4 | $4.14M | Sell |
31,098
-1,399
| -4% | -$167K | 0.15% | 105 |
|
|
2023
Q3 | $3.9M | Sell |
32,497
-3,948
| -11% | -$443K | 0.16% | 105 |
|
|
2023
Q2 | $3.48M | Sell |
36,445
-2,666
| -7% | -$259K | 0.13% | 137 |
|
|
2023
Q1 | $3.97M | Buy |
39,111
+127
| +0.3% | +$12.9K | 0.16% | 114 |
|
|
2022
Q4 | $4.07M | Sell |
38,984
-119
| -0.3% | -$12.2K | 0.16% | 113 |
|
|
2022
Q3 | $3.15M | Sell |
39,103
-4,959
| -11% | -$423K | 0.14% | 133 |
|
|
2022
Q2 | $3.61M | Sell |
44,062
-9,207
| -17% | -$852K | 0.16% | 108 |
|
|
2022
Q1 | $4.6M | Buy |
53,269
+1,681
| +3% | +$141K | 0.17% | 97 |
|
|
2021
Q4 | $3.74M | Buy |
51,588
+23,249
| +82% | +$1.76M | 0.13% | 147 |
|
|
2021
Q3 | $1.98M | Sell |
28,339
-305
| -1% | -$22.1K | 0.07% | 310 |
|
|
2021
Q2 | $2.46M | Sell |
28,644
-1,179
| -4% | -$99.5K | 0.09% | 253 |
|
|
2021
Q1 | $2.2M | Sell |
29,823
-6
| -0% | -$471 | 0.08% | 262 |
|
|
2020
Q4 | $2.08M | Buy |
29,829
+1,391
| +5% | +$81.7K | 0.1% | 251 |
|
|
2020
Q3 | $1.47M | Sell |
28,438
-118
| -0.4% | -$7.2K | 0.07% | 319 |
|
|
2020
Q2 | $2.05M | Sell |
28,556
-136
| -0.5% | -$9.63K | 0.1% | 205 |
|
|
2020
Q1 | $1.54M | Buy |
28,692
+7,539
| +36% | +$614K | 0.09% | 239 |
|
|
2019
Q4 | $2.36M | Sell |
21,153
-545
| -3% | -$61.2K | 0.1% | 192 |
|
|
2019
Q3 | $2.22M | Buy |
21,698
+482
| +2% | +$48.3K | 0.1% | 202 |
|
|
2019
Q2 | $1.98M | Buy |
21,216
+437
| +2% | +$39.2K | 0.09% | 243 |
|
|
2019
Q1 | $1.98M | Sell |
20,779
-500
| -2% | -$47.5K | 0.09% | 243 |
|
|
2018
Q4 | $1.83M | Sell |
21,279
-58
| -0.3% | -$5.67K | 0.1% | 221 |
|
|
2018
Q3 | $2.4M | Sell |
21,337
-347
| -2% | -$40.1K | 0.11% | 189 |
|
|
2018
Q2 | $2.43M | Sell |
21,684
-1,040
| -5% | -$117K | 0.12% | 177 |
|
|
2018
Q1 | $2.18M | Sell |
22,724
-3,826
| -14% | -$372K | 0.1% | 220 |
|
|
2017
Q4 | $2.62M | Sell |
26,550
-2,991
| -10% | -$284K | 0.12% | 191 |
|
|
2017
Q3 | $2.63M | Sell |
29,541
-397
| -1% | -$33.6K | 0.12% | 170 |
|
|
2017
Q2 | $2.48M | Sell |
29,938
-318
| -1% | -$25K | 0.12% | 184 |
|
|
2017
Q1 | $2.4M | Sell |
30,256
-5,874
| -16% | -$473K | 0.12% | 186 |
|
|
2016
Q4 | $3.12M | Buy |
36,130
+13,902
| +63% | +$1.16M | 0.16% | 128 |
|
|
2016
Q3 | $1.79M | Buy |
22,228
+12,377
| +126% | +$962K | 0.1% | 236 |
|
|
2016
Q2 | $781K | Buy |
9,851
+264
| +3% | +$21.6K | 0.05% | 397 |
|
|
2016
Q1 | $830K | Sell |
9,587
-27
| -0.3% | -$2.19K | 0.06% | 369 |
|
|
2015
Q4 | $786K | Sell |
9,614
-19,537
| -67% | -$1.69M | 0.05% | 370 |
|
|
2015
Q3 | $2.24M | Sell |
29,151
-1,155
| -4% | -$91.8K | 0.16% | 145 |
|
|
2015
Q2 | $2.44M | Hold |
30,306
| – | – | 0.16% | 147 |
|
|
2015
Q1 | $2.38M | Sell |
30,306
-19,600
| -39% | -$1.44M | 0.16% | 146 |
|
|
2014
Q4 | $3.58M | Buy |
49,906
+117
| +0.2% | +$8.63K | 0.25% | 84 |
|
|
2014
Q3 | $4.05M | Sell |
49,789
-622
| -1% | -$51.8K | 0.29% | 57 |
|
|
2014
Q2 | $4.05M | Sell |
50,411
-551
| -1% | -$45.4K | 0.29% | 63 |
|
|
2014
Q1 | $3.93M | Sell |
50,962
-973
| -2% | -$74.1K | 0.31% | 61 |
|
|
2013
Q4 | $4.01M | Sell |
51,935
-348
| -0.7% | -$23.2K | 0.32% | 61 |
|
|
2013
Q3 | $3.02M | Buy |
52,283
+45,433
| +663% | +$2.63M | 0.28% | 65 |
|
|
2013
Q2 | $404K | Buy |
+6,850
| New | +$430K | 0.11% | 224 |
|
Other funds holding PSX
EIM
Ameritas Investment Partners's PSX Position: Q2 2026 in Review
Ameritas Investment Partners reduced its Phillips 66 (PSX) stake by 1.8% in Q2 2026, selling an estimated $65.2K and leaving 20,673 shares worth $3.49M. The position accounts for 0.09% of the portfolio, ranked #194.
Ameritas Investment Partners first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.6M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Ameritas Investment Partners held 20,673 shares of Phillips 66 worth $3.49M as of Q2 2026.
- Ameritas Investment Partners sold 379 Phillips 66 shares in Q2 2026, an estimated $65.2K.
- Phillips 66 made up 0.09% of Ameritas Investment Partners's portfolio in Q2 2026, its #194 holding.
- Ameritas Investment Partners first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Ameritas Investment Partners's Phillips 66 position peaked at $4.6M in Q1 2022.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.