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Dynamic Advisor Solutions’s Phillips 66 PSX Stock Holding History

Dynamic Advisor Solutions’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 		$1.86M Sell
11,026
-185
-2% -$31.8K 0.05% 352
2026
Q1 		$2.04M Buy
11,211
+292
+3% +$45.8K 0.06% 308
2025
Q4 		$1.41M Sell
10,919
-891
-8% -$120K 0.05% 380
2025
Q3 		$1.61M Sell
11,810
-103
-0.9% -$13.2K 0.05% 367
2025
Q2 		$1.42M Sell
11,913
-246
-2% -$27.6K 0.04% 368
2025
Q1 		$1.5M Buy
12,159
+1
+0% +$123 0.05% 339
2024
Q4 		$1.39M Sell
12,158
-277
-2% -$35.2K 0.06% 263
2024
Q3 		$1.63M Sell
12,435
-209
-2% -$28.2K 0.05% 335
2024
Q2 		$1.78M Sell
12,644
-371
-3% -$54.9K 0.06% 322
2024
Q1 		$2.13M Sell
13,015
-377
-3% -$54.3K 0.07% 288
2023
Q4 		$1.81M Buy
13,392
+401
+3% +$47.9K 0.07% 297
2023
Q3 		$1.56M Sell
12,991
-4,856
-27% -$545K 0.07% 278
2023
Q2 		$1.7M Sell
17,847
-544
-3% -$52.9K 0.09% 246
2023
Q1 		$1.86M Buy
18,391
+131
+0.7% +$13.3K 0.11% 221
2022
Q4 		$1.9M Buy
18,260
+646
+4% +$66.1K 0.13% 184
2022
Q3 		$1.42M Buy
17,614
+803
+5% +$68.4K 0.11% 201
2022
Q2 		$1.38M Buy
16,811
+256
+2% +$23.7K 0.11% 210
2022
Q1 		$1.43M Sell
16,555
-268
-2% -$22.5K 0.1% 212
2021
Q4 		$1.22M Sell
16,823
-204
-1% -$15.4K 0.09% 238
2021
Q3 		$1.19M Buy
17,027
+7,375
+76% +$534K 0.09% 250
2021
Q2 		$828K Buy
9,652
+811
+9% +$68.5K 0.07% 307
2021
Q1 		$721K Buy
8,841
+5,156
+140% +$405K 0.07% 301
2020
Q4 		$258K Sell
3,685
-443
-11% -$26K 0.02% 533
2020
Q3 		$214K Sell
4,128
-4,621
-53% -$282K 0.02% 510
2020
Q2 		$629K Buy
8,749
+2,160
+33% +$153K 0.09% 246
2020
Q1 		$354K Sell
6,589
-132
-2% -$10.7K 0.06% 308
2019
Q4 		$749K Buy
6,721
+1,002
+18% +$113K 0.1% 236
2019
Q3 		$586K Buy
5,719
+2
+0% +$200 0.09% 248
2019
Q2 		$535K Buy
5,717
+1,030
+22% +$92.4K 0.09% 247
2019
Q1 		$446K Buy
4,687
+1
+0% +$95 0.08% 238
2018
Q4 		$436K Buy
4,686
+1,752
+60% +$171K 0.09% 224
2018
Q3 		$331K Sell
2,934
-1,056
-26% -$122K 0.07% 282
2018
Q2 		$448K Buy
3,990
+1,012
+34% +$114K 0.1% 233
2018
Q1 		$286K Sell
2,978
-1,366
-31% -$133K 0.07% 265
2017
Q4 		$439K Buy
4,344
+1
+0% +$95 0.14% 164
2017
Q3 		$398K Buy
4,343
+1,002
+30% +$84.9K 0.16% 158
2017
Q2 		$276K Buy
3,341
+102
+3% +$8.01K 0.11% 182
2017
Q1 		$257K Sell
3,239
-7,780
-71% -$627K 0.1% 177
2016
Q4 		$952K Buy
+11,019
New +$916K 0.38% 75

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Dynamic Advisor Solutions's PSX Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $31.8K and leaving 11,026 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #352.

Dynamic Advisor Solutions first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.13M in Q1 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Dynamic Advisor Solutions held 11,026 shares of Phillips 66 worth $1.86M as of Q2 2026.
  • Dynamic Advisor Solutions sold 185 Phillips 66 shares in Q2 2026, an estimated $31.8K.
  • Phillips 66 made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #352 holding.
  • Dynamic Advisor Solutions first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
  • Dynamic Advisor Solutions's Phillips 66 position peaked at $2.13M in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.