Avidian Wealth Enterprises’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Buy |
11,762
+574
| +5% | +$98.8K | 0.06% | 208 |
|
|
2026
Q1 | $2.04M | Buy |
11,188
+1,994
| +22% | +$312K | 0.06% | 188 |
|
|
2025
Q4 | $1.19M | Sell |
9,194
-83
| -0.9% | -$11.2K | 0.04% | 201 |
|
|
2025
Q3 | $1.26M | Sell |
9,277
-392
| -4% | -$50.2K | 0.05% | 186 |
|
|
2025
Q2 | $1.15M | Buy |
9,669
+1,034
| +12% | +$116K | 0.05% | 189 |
|
|
2025
Q1 | $1.07M | Buy |
8,635
+4
| +0% | +$493 | 0.05% | 190 |
|
|
2024
Q4 | $983K | Buy |
8,631
+592
| +7% | +$75.3K | 0.04% | 190 |
|
|
2024
Q3 | $1.06M | Sell |
8,039
-2,178
| -21% | -$294K | 0.05% | 182 |
|
|
2024
Q2 | $1.44M | Buy |
10,217
+5,366
| +111% | +$794K | 0.06% | 151 |
|
|
2024
Q1 | $792K | Buy |
4,851
+276
| +6% | +$39.8K | 0.04% | 196 |
|
|
2023
Q4 | $609K | Buy |
4,575
+136
| +3% | +$16.3K | 0.04% | 230 |
|
|
2023
Q3 | $533K | Sell |
4,439
-2,637
| -37% | -$296K | 0.04% | 243 |
|
|
2023
Q2 | $675K | Sell |
7,076
-3,582
| -34% | -$348K | 0.04% | 227 |
|
|
2023
Q1 | $1.08M | Buy |
10,658
+352
| +3% | +$35.8K | 0.06% | 191 |
|
|
2022
Q4 | $1.07M | Sell |
10,306
-349
| -3% | -$35.7K | 0.07% | 169 |
|
|
2022
Q3 | $860K | Sell |
10,655
-97
| -0.9% | -$8.27K | 0.06% | 167 |
|
|
2022
Q2 | $882K | Buy |
10,752
+31
| +0.3% | +$2.87K | 0.06% | 181 |
|
|
2022
Q1 | $926K | Buy |
10,721
+2,292
| +27% | +$193K | 0.06% | 205 |
|
|
2021
Q4 | $611K | Buy |
8,429
+2,130
| +34% | +$161K | 0.04% | 266 |
|
|
2021
Q3 | $441K | Sell |
6,299
-1,155
| -15% | -$83.6K | 0.03% | 233 |
|
|
2021
Q2 | $640K | Sell |
7,454
-2,335
| -24% | -$197K | 0.05% | 180 |
|
|
2021
Q1 | $798K | Sell |
9,789
-5
| -0.1% | -$392 | 0.07% | 143 |
|
|
2020
Q4 | $685K | Buy |
9,794
+329
| +3% | +$19.3K | 0.06% | 142 |
|
|
2020
Q3 | $491K | Buy |
9,465
+10
| +0.1% | +$610 | 0.06% | 158 |
|
|
2020
Q2 | $680K | Buy |
9,455
+4,598
| +95% | +$326K | 0.09% | 112 |
|
|
2020
Q1 | $261K | Buy |
4,857
+1,891
| +64% | +$154K | 0.04% | 158 |
|
|
2019
Q4 | $330K | Buy |
2,966
+633
| +27% | +$71.1K | 0.05% | 167 |
|
|
2019
Q3 | $239K | Sell |
2,333
-3,227
| -58% | -$323K | 0.04% | 168 |
|
|
2019
Q2 | $520K | Buy |
5,560
+183
| +3% | +$16.4K | 0.12% | 68 |
|
|
2019
Q1 | $512K | Buy |
5,377
+242
| +5% | +$23K | 0.11% | 62 |
|
|
2018
Q4 | $442K | Buy |
5,135
+225
| +5% | +$22K | 0.15% | 47 |
|
|
2018
Q3 | $553K | Buy |
4,910
+34
| +0.7% | +$3.93K | 0.17% | 53 |
|
|
2018
Q2 | $548K | Hold |
4,876
| – | – | 0.17% | 50 |
|
|
2018
Q1 | $468K | Buy |
4,876
+221
| +5% | +$21.5K | 0.16% | 54 |
|
|
2017
Q4 | $471 | Hold |
4,655
| – | – | 0.13% | 51 |
|
|
2017
Q3 | $426K | Hold |
4,655
| – | – | 0.16% | 50 |
|
|
2017
Q2 | $385K | Hold |
4,655
| – | – | 0.16% | 50 |
|
|
2017
Q1 | $369K | Sell |
4,655
-86
| -2% | -$6.93K | 0.14% | 47 |
|
|
2016
Q4 | $410K | Buy |
4,741
+50
| +1% | +$4.16K | 0.18% | 41 |
|
|
2016
Q3 | $378K | Hold |
4,691
| – | – | 0.15% | 44 |
|
|
2016
Q2 | $372 | Buy |
4,691
+80
| +2% | +$6.53K | 0.14% | 39 |
|
|
2016
Q1 | $399K | Buy |
+4,611
| New | +$375K | 0.21% | 28 |
|
Other funds holding PSX
EIM
Avidian Wealth Enterprises's PSX Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Phillips 66 (PSX) stake by 5.1% in Q2 2026, buying an estimated $98.8K and bringing the position to 11,762 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #208.
Avidian Wealth Enterprises first reported a position in PSX in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.04M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Avidian Wealth Enterprises held 11,762 shares of Phillips 66 worth $1.99M as of Q2 2026.
- Avidian Wealth Enterprises bought 574 Phillips 66 shares in Q2 2026, an estimated $98.8K.
- Phillips 66 made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #208 holding.
- Avidian Wealth Enterprises first reported a position in Phillips 66 in Q1 2016 and has held it in 42 quarters since.
- Avidian Wealth Enterprises's Phillips 66 position peaked at $2.04M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.