Ausdal Financial Partners’s Phillips 66 PSX Stock Holding History

Ausdal Financial Partners’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 Q1	$1.1M	Sell	6,037 -12	-0.2%	-$1.88K	0.05%	360
2025 Q4	$781K	Sell	6,049 -115	-2%	-$15.5K	0.04%	418
2025 Q3	$839K	Buy	6,164 +320	+5%	+$41K	0.04%	403
2025 Q2	$697K	Buy	5,844 +579	+11%	+$64.9K	0.05%	337
2025 Q1	$650K	Sell	5,265 -433	-8%	-$53.4K	0.05%	328
2024 Q4	$649K	Buy	5,698 +980	+21%	+$125K	0.06%	289
2024 Q3	$620K	Sell	4,718 -23	-0.5%	-$3.11K	0.06%	267
2024 Q2	$669K	Sell	4,741 -65	-1%	-$9.62K	0.07%	237
2024 Q1	$785K	Sell	4,806 -25	-0.5%	-$3.6K	0.09%	199
2023 Q4	$643K	Sell	4,831 -28	-0.6%	-$3.35K	0.08%	216
2023 Q3	$584K	Buy	4,859 +92	+2%	+$10.3K	0.08%	222
2023 Q2	$455K	Buy	4,767 +151	+3%	+$14.7K	0.06%	260
2023 Q1	$468K	Sell	4,616 -198	-4%	-$20.1K	0.06%	253
2022 Q4	$501K	Buy	4,814 +264	+6%	+$27K	0.07%	245
2022 Q3	$367K	Sell	4,550 -60	-1%	-$5.11K	0.06%	290
2022 Q2	$378K	Sell	4,610 -400	-8%	-$37K	0.06%	303
2022 Q1	$433K	Sell	5,010 -48	-0.9%	-$4.04K	0.06%	301
2021 Q4	$367K	Sell	5,058 -142	-3%	-$10.7K	0.05%	341
2021 Q3	$364K	Buy	5,200 +1,768	+52%	+$128K	0.05%	328
2021 Q2	$295K	Hold	3,432	–	–	0.04%	354
2021 Q1	$280K	Buy	3,432 +551	+19%	+$43.2K	0.05%	352
2020 Q4	$202K	Buy	+2,881	New	+$169K	0.04%	390
2020 Q3	–	Sell	-2,849	Closed	-$205K	–	360
2020 Q2	$205K	Buy	+2,849	New	+$202K	0.07%	259
2020 Q1	–	Sell	-2,679	Closed	-$257K	–	338
2019 Q4	$257K	Hold	2,679	–	–	0.08%	267
2019 Q3	$274K	Hold	2,679	–	–	0.1%	245
2019 Q2	$278K	Sell	2,679 -269	-9%	-$24.1K	0.11%	223
2019 Q1	$281K	Buy	2,948 +120	+4%	+$11.4K	0.11%	207
2018 Q4	$244K	Sell	2,828 -567	-17%	-$55.4K	0.12%	199
2018 Q3	$383K	Sell	3,395 -43	-1%	-$4.97K	0.11%	229
2018 Q2	$386K	Buy	3,438 +23	+0.7%	+$2.59K	0.12%	230
2018 Q1	$328K	Buy	3,415 +11	+0.3%	+$1.07K	0.11%	234
2017 Q4	$344K	Sell	3,404 -26	-0.8%	-$2.47K	0.12%	230
2017 Q3	$314K	Buy	3,430 +334	+11%	+$28.3K	0.12%	218
2017 Q2	$256K	Sell	3,096 -50	-2%	-$3.92K	0.11%	241
2017 Q1	$249K	Sell	3,146 -219	-7%	-$17.6K	0.11%	224
2016 Q4	$291K	Hold	3,365	–	–	0.14%	183
2016 Q3	$271K	Buy	+3,365	New	+$262K	0.14%	184
2016 Q1	–	Sell	-1,975	Closed	-$162K	–	826
2015 Q4	$162K	Buy	+1,975	New	+$170K	0.08%	232

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ausdal Financial Partners's PSX Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Phillips 66 (PSX) stake by 0.2% in Q1 2026, selling an estimated $1.88K and leaving 6,037 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #360.

Ausdal Financial Partners first reported a position in PSX in Q4 2015 and has held it in 38 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Ausdal Financial Partners held 6,037 shares of Phillips 66 worth $1.1M as of Q1 2026.
Ausdal Financial Partners sold 12 Phillips 66 shares in Q1 2026, an estimated $1.88K.
Phillips 66 made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #360 holding.
Ausdal Financial Partners first reported a position in Phillips 66 in Q4 2015 and has held it in 38 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.