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Avantax Planning Partners’s Phillips 66 PSX Stock Holding History

Avantax Planning 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
Q2 		$2.31M Buy
13,692
+48
+0.4% +$8.26K 0.06% 131
2026
Q1 		$2.49M Sell
13,644
-744
-5% -$117K 0.07% 125
2025
Q4 		$1.86M Sell
14,388
-391
-3% -$52.6K 0.05% 136
2025
Q3 		$2.01M Sell
14,779
-1,677
-10% -$215K 0.06% 130
2025
Q2 		$1.96M Sell
16,456
-611
-4% -$68.4K 0.06% 134
2025
Q1 		$2.11M Sell
17,067
-1,082
-6% -$133K 0.07% 124
2024
Q4 		$2.07M Sell
18,149
-191
-1% -$24.3K 0.07% 122
2024
Q3 		$2.41M Sell
18,340
-1,267
-6% -$171K 0.09% 120
2024
Q2 		$2.77M Buy
19,607
+622
+3% +$92.1K 0.09% 122
2024
Q1 		$3.1M Buy
18,985
+14,409
+315% +$2.08M 0.1% 118
2023
Q4 		$609K Buy
4,576
+404
+10% +$48.3K 0.02% 217
2023
Q3 		$501K Buy
4,172
+1,261
+43% +$142K 0.02% 224
2023
Q2 		$278K Buy
2,911
+22
+0.8% +$2.14K 0.01% 306
2023
Q1 		$293K Sell
2,889
-499
-15% -$50.7K 0.01% 299
2022
Q4 		$353K Sell
3,388
-565
-14% -$57.8K 0.01% 274
2022
Q3 		$319K Buy
3,953
+134
+4% +$11.4K 0.01% 275
2022
Q2 		$313K Buy
3,819
+107
+3% +$9.9K 0.01% 269
2022
Q1 		$321K Buy
3,712
+22
+0.6% +$1.85K 0.01% 269
2021
Q4 		$267K Sell
3,690
-565
-13% -$42.7K 0.01% 291
2021
Q3 		$298K Buy
4,255
+1
+0% +$72 0.01% 254
2021
Q2 		$365K Sell
4,254
-1,981
-32% -$167K 0.02% 232
2021
Q1 		$508K Sell
6,235
-925
-13% -$72.6K 0.03% 186
2020
Q4 		$501K Sell
7,160
-4,360
-38% -$256K 0.03% 180
2020
Q3 		$597K Sell
11,520
-338
-3% -$20.6K 0.03% 166
2020
Q2 		$853K Buy
11,858
+3,202
+37% +$227K 0.05% 130
2020
Q1 		$464K Sell
8,656
-787
-8% -$64K 0.03% 160
2019
Q4 		$1.05M Buy
9,443
+124
+1% +$13.9K 0.06% 108
2019
Q3 		$954K Buy
9,319
+62
+0.7% +$6.21K 0.06% 110
2019
Q2 		$898K Buy
9,257
+224
+2% +$20.1K 0.06% 112
2019
Q1 		$860K Buy
9,033
+876
+11% +$83.3K 0.06% 112
2018
Q4 		$703K Sell
8,157
-796
-9% -$77.8K 0.05% 118
2018
Q3 		$1.01M Buy
8,953
+336
+4% +$38.8K 0.08% 77
2018
Q2 		$968K Sell
8,617
-397
-4% -$44.6K 0.09% 81
2018
Q1 		$865K Buy
9,014
+93
+1% +$9.05K 0.07% 111
2017
Q4 		$902K Sell
8,921
-4,022
-31% -$382K 0.08% 108
2017
Q3 		$1.19M Buy
12,943
+458
+4% +$38.8K 0.09% 101
2017
Q2 		$1.03M Buy
12,485
+193
+2% +$15.2K 0.09% 106
2017
Q1 		$974K Sell
12,292
-166
-1% -$13.4K 0.09% 108
2016
Q4 		$1.08M Buy
+12,458
New +$1.04M 0.11% 88

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

Avantax Planning Partners's PSX Position: Q2 2026 in Review

Avantax Planning Partners increased its Phillips 66 (PSX) stake by 0.35% in Q2 2026, buying an estimated $8.26K and bringing the position to 13,692 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #131.

Avantax Planning Partners first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.1M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Avantax Planning Partners held 13,692 shares of Phillips 66 worth $2.31M as of Q2 2026.
  • Avantax Planning Partners bought 48 Phillips 66 shares in Q2 2026, an estimated $8.26K.
  • Phillips 66 made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #131 holding.
  • Avantax Planning Partners first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Phillips 66 position peaked at $3.1M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.