Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,200
| Closed | -$979K | – | 242 |
|
|
2025
Q3 | $979K | Sell |
7,200
-1,600
| -18% | -$205K | 0.03% | 202 |
|
|
2025
Q2 | $1.05M | Sell |
8,800
-400
| -4% | -$44.8K | 0.04% | 214 |
|
|
2025
Q1 | $1.14M | Hold |
9,200
| – | – | 0.05% | 209 |
|
|
2024
Q4 | $1.05M | Hold |
9,200
| – | – | 0.04% | 212 |
|
|
2024
Q3 | $1.21M | Buy |
9,200
+600
| +7% | +$81K | 0.05% | 218 |
|
|
2024
Q2 | $1.21M | Sell |
8,600
-1,000
| -10% | -$148K | 0.05% | 229 |
|
|
2024
Q1 | $1.57M | Buy |
9,600
+1,100
| +13% | +$159K | 0.06% | 229 |
|
|
2023
Q4 | $1.13M | Sell |
8,500
-400
| -4% | -$47.8K | 0.05% | 249 |
|
|
2023
Q3 | $1.07M | Buy |
8,900
+5,800
| +187% | +$651K | 0.05% | 249 |
|
|
2023
Q2 | $296K | Buy |
+3,100
| New | +$301K | 0.01% | 245 |
|
|
2019
Q1 | – | Sell |
-30,000
| Closed | -$2.58M | – | 232 |
|
|
2018
Q4 | $2.58M | Hold |
30,000
| – | – | 0.23% | 116 |
|
|
2018
Q3 | $3.38M | Buy |
30,000
+18,000
| +150% | +$2.08M | 0.24% | 112 |
|
|
2018
Q2 | $1.35M | Hold |
12,000
| – | – | 0.16% | 134 |
|
|
2018
Q1 | $1.15M | Buy |
+12,000
| New | +$1.17M | 0.14% | 159 |
|
|
2017
Q2 | – | Sell |
-13,987
| Closed | -$1.11M | – | 260 |
|
|
2017
Q1 | $1.11M | Hold |
13,987
| – | – | 0.2% | 117 |
|
|
2016
Q4 | $1.21M | Hold |
13,987
| – | – | 0.22% | 110 |
|
|
2016
Q3 | $1.13M | Hold |
13,987
| – | – | 0.29% | 93 |
|
|
2016
Q2 | $1.11M | Hold |
13,987
| – | – | 0.27% | 97 |
|
|
2016
Q1 | $1.21M | Hold |
13,987
| – | – | 0.29% | 97 |
|
|
2015
Q4 | $1.14M | Sell |
13,987
-6,500
| -32% | -$561K | 0.27% | 105 |
|
|
2015
Q3 | $1.57M | Buy |
20,487
+3,000
| +17% | +$238K | 0.37% | 77 |
|
|
2015
Q2 | $1.41M | Hold |
17,487
| – | – | 0.31% | 89 |
|
|
2015
Q1 | $1.37M | Hold |
17,487
| – | – | 0.28% | 94 |
|
|
2014
Q4 | $1.25M | Buy |
17,487
+7,000
| +67% | +$516K | 0.25% | 114 |
|
|
2014
Q3 | $853K | Hold |
10,487
| – | – | 0.17% | 154 |
|
|
2014
Q2 | $843K | Hold |
10,487
| – | – | 0.17% | 163 |
|
|
2014
Q1 | $808K | Hold |
10,487
| – | – | 0.19% | 150 |
|
|
2013
Q4 | $809K | Hold |
10,487
| – | – | 0.2% | 142 |
|
|
2013
Q3 | $606K | Sell |
10,487
-2,000
| -16% | -$116K | 0.2% | 130 |
|
|
2013
Q2 | $736K | Buy |
+12,487
| New | +$785K | 0.29% | 102 |
|
Other funds holding PSX
EIM
Cornerstone Advisors's PSX Position: Q4 2025 in Review
Cornerstone Advisors sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 7,200 shares — an estimated $979K sold.
Cornerstone Advisors first reported a position in PSX in Q2 2013 and held it in 30 quarters. The position peaked at $3.38M in Q3 2018. 1,902 funds tracked by Wall St. Rank hold PSX as of Q4 2025.
- Cornerstone Advisors reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
- Cornerstone Advisors sold 7,200 Phillips 66 shares in Q4 2025, an estimated $979K.
- Cornerstone Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 30 quarters.
- Cornerstone Advisors's Phillips 66 position peaked at $3.38M in Q3 2018.
- 1,902 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.
Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.