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Arkadios Wealth Advisors’s Phillips 66 PSX Stock Holding History

Arkadios Wealth Advisors’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 		$6.95M Sell
41,098
-341
-0.8% -$58.7K 0.11% 204
2026
Q1 		$7.55M Sell
41,439
-1,721
-4% -$270K 0.12% 191
2025
Q4 		$5.57M Buy
43,160
+2,125
+5% +$286K 0.11% 204
2025
Q3 		$5.58M Sell
41,035
-1,820
-4% -$233K 0.13% 173
2025
Q2 		$5.11M Buy
42,855
+12,667
+42% +$1.42M 0.15% 154
2025
Q1 		$3.73M Sell
30,188
-18,712
-38% -$2.31M 0.14% 170
2024
Q4 		$5.57M Buy
48,900
+6,071
+14% +$772K 0.3% 64
2024
Q3 		$5.63M Buy
42,829
+246
+0.6% +$33.2K 0.32% 61
2024
Q2 		$6.01M Sell
42,583
-764
-2% -$113K 0.41% 45
2024
Q1 		$7.08M Sell
43,347
-1,108
-2% -$160K 0.55% 36
2023
Q4 		$5.92M Sell
44,455
-434
-1% -$51.9K 0.5% 40
2023
Q3 		$5.39M Buy
44,889
+10,266
+30% +$1.15M 0.51% 41
2023
Q2 		$3.3M Sell
34,623
-34
-0.1% -$3.31K 0.38% 62
2023
Q1 		$3.51M Buy
34,657
+2,137
+7% +$217K 0.42% 59
2022
Q4 		$3.38M Buy
32,520
+2,620
+9% +$268K 0.45% 56
2022
Q3 		$2.41M Buy
29,900
+7,089
+31% +$604K 0.37% 67
2022
Q2 		$1.87M Buy
22,811
+3,451
+18% +$319K 0.28% 97
2022
Q1 		$1.67M Buy
19,360
+7,841
+68% +$660K 0.22% 116
2021
Q4 		$835K Buy
11,519
+3,659
+47% +$277K 0.11% 212
2021
Q3 		$550K Buy
7,860
+629
+9% +$45.5K 0.08% 271
2021
Q2 		$620K Buy
7,231
+1,907
+36% +$161K 0.08% 283
2021
Q1 		$434K Buy
5,324
+385
+8% +$30.2K 0.07% 273
2020
Q4 		$345K Buy
4,939
+120
+2% +$7.04K 0.07% 242
2020
Q3 		$244K Buy
4,819
+2,901
+151% +$177K 0.12% 156
2020
Q2 		$119K Buy
1,918
+104
+6% +$7.36K 0.07% 231
2020
Q1 		$97.3K Buy
1,814
+238
+15% +$19.4K 0.06% 238
2019
Q4 		$142K Buy
+1,576
New +$177K 0.09% 191

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

Arkadios Wealth Advisors's PSX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Phillips 66 (PSX) stake by 0.82% in Q2 2026, selling an estimated $58.7K and leaving 41,098 shares worth $6.95M. The position accounts for 0.11% of the portfolio, ranked #204.

Arkadios Wealth Advisors first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.55M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Arkadios Wealth Advisors held 41,098 shares of Phillips 66 worth $6.95M as of Q2 2026.
  • Arkadios Wealth Advisors sold 341 Phillips 66 shares in Q2 2026, an estimated $58.7K.
  • Phillips 66 made up 0.11% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Arkadios Wealth Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Phillips 66 position peaked at $7.55M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.