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Avantax Advisory Services’s Phillips 66 PSX Stock Holding History

Avantax 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
2025
Q2 		$11.4M Buy
95,431
+1,346
+1% +$151K 0.06% 245
2025
Q1 		$11.6M Buy
94,085
+4,802
+5% +$592K 0.07% 214
2024
Q4 		$10.2M Sell
89,283
-2,543
-3% -$324K 0.06% 224
2024
Q3 		$12.1M Buy
91,826
+13,145
+17% +$1.77M 0.08% 184
2024
Q2 		$11.1M Buy
78,681
+34,258
+77% +$5.07M 0.08% 186
2024
Q1 		$7.26M Buy
44,423
+5,512
+14% +$794K 0.06% 231
2023
Q4 		$5.18M Sell
38,911
-7,129
-15% -$852K 0.05% 277
2023
Q3 		$5.53M Sell
46,040
-1,367
-3% -$153K 0.06% 227
2023
Q2 		$4.52M Sell
47,407
-18,296
-28% -$1.78M 0.05% 276
2023
Q1 		$6.66M Buy
65,703
+15,025
+30% +$1.53M 0.08% 185
2022
Q4 		$5.27M Buy
50,678
+308
+0.6% +$31.5K 0.07% 214
2022
Q3 		$4.07M Buy
50,370
+1,146
+2% +$97.7K 0.06% 236
2022
Q2 		$4.04M Sell
49,224
-710
-1% -$65.7K 0.06% 238
2022
Q1 		$4.32M Buy
49,934
+1,447
+3% +$122K 0.06% 234
2021
Q4 		$3.51M Sell
48,487
-2,681
-5% -$203K 0.05% 259
2021
Q3 		$3.58M Buy
51,168
+887
+2% +$64.2K 0.06% 233
2021
Q2 		$4.31M Sell
50,281
-5,498
-10% -$464K 0.08% 190
2021
Q1 		$4.55M Sell
55,779
-1,386
-2% -$109K 0.1% 165
2020
Q4 		$4M Sell
57,165
-22,007
-28% -$1.29M 0.1% 158
2020
Q3 		$4.11M Buy
79,172
+26,218
+50% +$1.6M 0.07% 232
2020
Q2 		$3.81M Buy
52,954
+588
+1% +$41.6K 0.11% 139
2020
Q1 		$2.81M Sell
52,366
-858
-2% -$69.8K 0.08% 157
2019
Q4 		$5.92M Buy
53,224
+6,420
+14% +$721K 0.14% 98
2019
Q3 		$4.79M Buy
46,804
+1,651
+4% +$165K 0.19% 64
2019
Q2 		$4.22M Buy
45,153
+1,394
+3% +$125K 0.19% 67
2019
Q1 		$4.17M Buy
43,759
+14,620
+50% +$1.39M 0.22% 58
2018
Q4 		$2.51M Buy
+29,139
New +$2.85M 0.42% 59

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's PSX Position: Q2 2025 in Review

Avantax Advisory Services increased its Phillips 66 (PSX) stake by 1.4% in Q2 2025, buying an estimated $151K and bringing the position to 95,431 shares worth $11.4M. The position accounts for 0.06% of the portfolio, ranked #245.

Avantax Advisory Services first reported a position in PSX in Q4 2018 and has held it in 27 quarters since. The position peaked at $12.1M in Q3 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Avantax Advisory Services held 95,431 shares of Phillips 66 worth $11.4M as of Q2 2025.
  • Avantax Advisory Services bought 1,346 Phillips 66 shares in Q2 2025, an estimated $151K.
  • Phillips 66 made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #245 holding.
  • Avantax Advisory Services first reported a position in Phillips 66 in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Phillips 66 position peaked at $12.1M in Q3 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.