Clearstead 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 | $1.67M | Sell |
9,870
-794
| -7% | -$137K | 0.02% | 422 |
|
|
2026
Q1 | $1.94M | Sell |
10,664
-1,520
| -12% | -$238K | 0.02% | 374 |
|
|
2025
Q4 | $1.57M | Buy |
12,184
+382
| +3% | +$51.4K | 0.02% | 376 |
|
|
2025
Q3 | $1.61M | Sell |
11,802
-3,080
| -21% | -$395K | 0.02% | 360 |
|
|
2025
Q2 | $1.78M | Buy |
14,882
+1,430
| +11% | +$160K | 0.02% | 337 |
|
|
2025
Q1 | $1.66M | Buy |
13,452
+444
| +3% | +$54.7K | 0.03% | 332 |
|
|
2024
Q4 | $1.48M | Sell |
13,008
-806
| -6% | -$103K | 0.02% | 344 |
|
|
2024
Q3 | $1.82M | Buy |
13,814
+232
| +2% | +$31.3K | 0.03% | 314 |
|
|
2024
Q2 | $1.92M | Buy |
13,582
+5,917
| +77% | +$876K | 0.03% | 282 |
|
|
2024
Q1 | $1.11M | Sell |
7,665
-80
| -1% | -$11.5K | 0.06% | 215 |
|
|
2023
Q4 | $1.03M | Sell |
7,745
-5,185
| -40% | -$620K | 0.05% | 222 |
|
|
2023
Q3 | $1.55M | Buy |
12,930
+6,458
| +100% | +$725K | 0.05% | 246 |
|
|
2023
Q2 | $617K | Buy |
6,472
+171
| +3% | +$16.6K | 0.04% | 267 |
|
|
2023
Q1 | $639K | Buy |
6,301
+90
| +1% | +$9.15K | 0.05% | 228 |
|
|
2022
Q4 | $646K | Sell |
6,211
-650
| -9% | -$66.5K | 0.05% | 217 |
|
|
2022
Q3 | $554K | Sell |
6,861
-64
| -0.9% | -$5.46K | 0.05% | 209 |
|
|
2022
Q2 | $568K | Buy |
6,925
+760
| +12% | +$70.3K | 0.04% | 230 |
|
|
2022
Q1 | $533K | Hold |
6,165
| – | – | 0.04% | 260 |
|
|
2021
Q4 | $447K | Sell |
6,165
-475
| -7% | -$35.9K | 0.03% | 269 |
|
|
2021
Q3 | $465K | Buy |
6,640
+476
| +8% | +$34.5K | 0.03% | 248 |
|
|
2021
Q2 | $529K | Sell |
6,164
-67
| -1% | -$5.66K | 0.04% | 219 |
|
|
2021
Q1 | $508K | Sell |
6,231
-1,078
| -15% | -$84.6K | 0.04% | 211 |
|
|
2020
Q4 | $511K | Sell |
7,309
-440
| -6% | -$25.8K | 0.05% | 204 |
|
|
2020
Q3 | $402K | Sell |
7,749
-590
| -7% | -$36K | 0.04% | 205 |
|
|
2020
Q2 | $600K | Sell |
8,339
-80
| -1% | -$5.66K | 0.07% | 166 |
|
|
2020
Q1 | $452K | Buy |
8,419
+3,930
| +88% | +$320K | 0.07% | 165 |
|
|
2019
Q4 | $500K | Hold |
4,489
| – | – | 0.06% | 178 |
|
|
2019
Q3 | $460K | Hold |
4,489
| – | – | 0.06% | 174 |
|
|
2019
Q2 | $420K | Hold |
4,489
| – | – | 0.06% | 185 |
|
|
2019
Q1 | $427K | Hold |
4,489
| – | – | 0.06% | 184 |
|
|
2018
Q4 | $387K | Hold |
4,489
| – | – | 0.06% | 183 |
|
|
2018
Q3 | $506K | Sell |
4,489
-343
| -7% | -$39.6K | 0.07% | 150 |
|
|
2018
Q2 | $543K | Buy |
4,832
+70
| +1% | +$7.87K | 0.08% | 139 |
|
|
2018
Q1 | $457K | Sell |
4,762
-1,893
| -28% | -$184K | 0.07% | 145 |
|
|
2017
Q4 | $673K | Sell |
6,655
-6,498
| -49% | -$618K | 0.09% | 129 |
|
|
2017
Q3 | $1.21M | Buy |
13,153
+5,793
| +79% | +$491K | 0.16% | 109 |
|
|
2017
Q2 | $609K | Buy |
7,360
+425
| +6% | +$33.4K | 0.09% | 132 |
|
|
2017
Q1 | $550K | Buy |
6,935
+1,000
| +17% | +$80.6K | 0.08% | 137 |
|
|
2016
Q4 | $513K | Buy |
+5,935
| New | +$493K | 0.08% | 131 |
|
Other funds holding PSX
EIM
Clearstead Advisors's PSX Position: Q2 2026 in Review
Clearstead Advisors reduced its Phillips 66 (PSX) stake by 7.4% in Q2 2026, selling an estimated $137K and leaving 9,870 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #422.
Clearstead Advisors first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.94M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Clearstead Advisors held 9,870 shares of Phillips 66 worth $1.67M as of Q2 2026.
- Clearstead Advisors sold 794 Phillips 66 shares in Q2 2026, an estimated $137K.
- Phillips 66 made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #422 holding.
- Clearstead Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Phillips 66 position peaked at $1.94M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.