Ballew Advisors’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 | $610K | Hold |
3,456
| – | – | 0.32% | 63 |
|
|
2026
Q1 | $557K | Hold |
3,456
| – | – | 0.31% | 69 |
|
|
2025
Q4 | $476K | Sell |
3,456
-328
| -9% | -$44.1K | 0.27% | 71 |
|
|
2025
Q3 | $495K | Buy |
3,784
+8
| +0.2% | +$1.02K | 0.28% | 73 |
|
|
2025
Q2 | $481K | Buy |
3,776
+1
| +0% | +$112 | 0.29% | 72 |
|
|
2025
Q1 | $368K | Sell |
3,775
-28
| -0.7% | -$3.45K | 0.25% | 77 |
|
|
2024
Q4 | $441K | Sell |
3,803
-36
| -0.9% | -$4.58K | 0.28% | 72 |
|
|
2024
Q3 | $517K | Buy |
3,839
+37
| +1% | +$5K | 0.35% | 63 |
|
|
2024
Q2 | $533K | Hold |
3,802
| – | – | 0.35% | 63 |
|
|
2024
Q1 | $628K | Buy |
3,802
+12
| +0.3% | +$1.73K | 0.43% | 58 |
|
|
2023
Q4 | $491K | Hold |
3,790
| – | – | 0.37% | 62 |
|
|
2023
Q3 | $419K | Buy |
3,790
+1
| +0% | +$112 | 0.34% | 71 |
|
|
2023
Q2 | $385K | Hold |
3,789
| – | – | 0.28% | 74 |
|
|
2023
Q1 | $354K | Buy |
3,789
+219
| +6% | +$22.3K | 0.26% | 78 |
|
|
2022
Q4 | $367K | Hold |
3,570
| – | – | 0.28% | 70 |
|
|
2022
Q3 | $325K | Buy |
3,570
+50
| +1% | +$4.26K | 0.29% | 70 |
|
|
2022
Q2 | $276K | Hold |
3,520
| – | – | 0.25% | 74 |
|
|
2022
Q1 | $293K | Hold |
3,520
| – | – | 0.22% | 84 |
|
|
2021
Q4 | $312K | Hold |
3,520
| – | – | 0.22% | 87 |
|
|
2021
Q3 | $289K | Hold |
3,520
| – | – | 0.21% | 86 |
|
|
2021
Q2 | $287K | Sell |
3,520
-3,520
| -50% | -$297K | 0.2% | 94 |
|
|
2021
Q1 | $586K | Buy |
7,040
+3,520
| +100% | +$276K | 0.22% | 89 |
|
|
2020
Q4 | $254K | Buy |
+3,520
| New | +$207K | 0.2% | 89 |
|
|
2020
Q3 | – | Sell |
-3,320
| Closed | -$215K | – | 102 |
|
|
2020
Q2 | $215K | Buy |
+3,320
| New | +$235K | 0.21% | 80 |
|
|
2020
Q1 | – | Sell |
-3,320
| Closed | -$351K | – | 85 |
|
|
2019
Q4 | $351K | Hold |
3,320
| – | – | 0.3% | 65 |
|
|
2019
Q3 | $335K | Hold |
3,320
| – | – | 0.31% | 67 |
|
|
2019
Q2 | $335K | Hold |
3,320
| – | – | 0.3% | 66 |
|
|
2019
Q1 | $289K | Hold |
3,320
| – | – | 0.27% | 76 |
|
|
2018
Q4 | $310K | Hold |
3,320
| – | – | 0.29% | 66 |
|
|
2018
Q3 | $330K | Hold |
3,320
| – | – | 0.3% | 61 |
|
|
2018
Q2 | $373K | Hold |
3,320
| – | – | 0.42% | 53 |
|
|
2018
Q1 | $318K | Hold |
3,320
| – | – | 0.28% | 68 |
|
|
2017
Q4 | $336K | Buy |
+3,320
| New | +$316K | 0.33% | 64 |
|
Other funds holding PSX
EIM
Ballew Advisors's PSX Position: Q2 2026 in Review
Ballew Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 3,456 shares worth $610K. The position accounts for 0.32% of the portfolio, ranked #63.
Ballew Advisors first reported a position in PSX in Q4 2017 and has held it in 33 quarters since. The position peaked at $628K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Ballew Advisors held 3,456 shares of Phillips 66 worth $610K as of Q2 2026.
- Ballew Advisors left its Phillips 66 share count unchanged in Q2 2026.
- Phillips 66 made up 0.32% of Ballew Advisors's portfolio in Q2 2026, its #63 holding.
- Ballew Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 33 quarters since.
- Ballew Advisors's Phillips 66 position peaked at $628K in Q1 2024.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.