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Atria Wealth Solutions’s Phillips 66 PSX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.91M Sell
15,868
-11,966
-43% -$1.34M 0.04% 431
2025
Q1 		$3.44M Buy
27,834
+1,985
+8% +$245K 0.04% 448
2024
Q4 		$2.95M Sell
25,849
-950
-4% -$121K 0.03% 509
2024
Q3 		$3.52M Sell
26,799
-1,676
-6% -$226K 0.04% 437
2024
Q2 		$4.02M Sell
28,475
-5,901
-17% -$873K 0.04% 392
2024
Q1 		$5.61M Sell
34,376
-4,073
-11% -$587K 0.06% 307
2023
Q4 		$5.12M Buy
38,449
+2,519
+7% +$301K 0.06% 302
2023
Q3 		$4.32M Buy
35,930
+941
+3% +$106K 0.06% 325
2023
Q2 		$3.34M Sell
34,989
-962
-3% -$93.5K 0.05% 399
2023
Q1 		$3.64M Sell
35,951
-14,445
-29% -$1.47M 0.05% 350
2022
Q4 		$5.25M Buy
50,396
+15,300
+44% +$1.56M 0.08% 247
2022
Q3 		$2.83M Buy
35,096
+10,213
+41% +$870K 0.05% 365
2022
Q2 		$2.04M Sell
24,883
-5,242
-17% -$485K 0.04% 443
2022
Q1 		$2.6M Buy
+30,125
New +$2.53M 0.04% 405

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's PSX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Phillips 66 (PSX) stake by 43% in Q2 2025, selling an estimated $1.34M and leaving 15,868 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #431.

Atria Wealth Solutions first reported a position in PSX in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.61M in Q1 2024. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Atria Wealth Solutions held 15,868 shares of Phillips 66 worth $1.91M as of Q2 2025.
  • Atria Wealth Solutions sold 11,966 Phillips 66 shares in Q2 2025, an estimated $1.34M.
  • Phillips 66 made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #431 holding.
  • Atria Wealth Solutions first reported a position in Phillips 66 in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Phillips 66 position peaked at $5.61M in Q1 2024.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.