E&G 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
Q1 | $479K | Buy |
2,630
+10
| +0.4% | +$1.57K | 0.11% | 140 |
|
|
2025
Q4 | $338K | Sell |
2,620
-100
| -4% | -$13.5K | 0.08% | 161 |
|
|
2025
Q3 | $370K | Hold |
2,720
| – | – | 0.09% | 155 |
|
|
2025
Q2 | $324K | Sell |
2,720
-255
| -9% | -$28.6K | 0.08% | 158 |
|
|
2025
Q1 | $367K | Sell |
2,975
-42
| -1% | -$5.18K | 0.1% | 144 |
|
|
2024
Q4 | $344K | Hold |
3,017
| – | – | 0.09% | 151 |
|
|
2024
Q3 | $397K | Sell |
3,017
-55
| -2% | -$7.43K | 0.11% | 141 |
|
|
2024
Q2 | $434K | Sell |
3,072
-50
| -2% | -$7.4K | 0.13% | 127 |
|
|
2024
Q1 | $510K | Buy |
3,122
+370
| +13% | +$53.3K | 0.16% | 116 |
|
|
2023
Q4 | $366K | Hold |
2,752
| – | – | 0.13% | 131 |
|
|
2023
Q3 | $331K | Sell |
2,752
-400
| -13% | -$44.9K | 0.12% | 143 |
|
|
2023
Q2 | $301K | Hold |
3,152
| – | – | 0.11% | 156 |
|
|
2023
Q1 | $320K | Hold |
3,152
| – | – | 0.12% | 146 |
|
|
2022
Q4 | $328K | Buy |
3,152
+100
| +3% | +$10.2K | 0.12% | 149 |
|
|
2022
Q3 | $246K | Hold |
3,052
| – | – | 0.09% | 172 |
|
|
2022
Q2 | $250K | Sell |
3,052
-300
| -9% | -$27.8K | 0.08% | 183 |
|
|
2022
Q1 | $290K | Hold |
3,352
| – | – | 0.08% | 181 |
|
|
2021
Q4 | $243K | Hold |
3,352
| – | – | 0.06% | 194 |
|
|
2021
Q3 | $235K | Buy |
+3,352
| New | +$243K | 0.06% | 189 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 187 |
|
|
2020
Q1 | – | Sell |
-3,320
| Closed | -$370K | – | 184 |
|
|
2019
Q4 | $370K | Buy |
3,320
+220
| +7% | +$24.7K | 0.14% | 143 |
|
|
2019
Q3 | $317K | Sell |
3,100
-700
| -18% | -$70.2K | 0.13% | 148 |
|
|
2019
Q2 | $355K | Hold |
3,800
| – | – | 0.15% | 134 |
|
|
2019
Q1 | $362K | Buy |
3,800
+1,300
| +52% | +$124K | 0.16% | 134 |
|
|
2018
Q4 | $215K | Buy |
2,500
+400
| +19% | +$39.1K | 0.1% | 176 |
|
|
2018
Q3 | $237K | Hold |
2,100
| – | – | 0.09% | 186 |
|
|
2018
Q2 | $236K | Hold |
2,100
| – | – | 0.1% | 176 |
|
|
2018
Q1 | $201K | Sell |
2,100
-1,700
| -45% | -$165K | 0.09% | 185 |
|
|
2017
Q4 | $384K | Sell |
3,800
-1,300
| -25% | -$124K | 0.16% | 132 |
|
|
2017
Q3 | $467K | Hold |
5,100
| – | – | 0.21% | 99 |
|
|
2017
Q2 | $422K | Buy |
5,100
+500
| +11% | +$39.3K | 0.2% | 103 |
|
|
2017
Q1 | $364K | Buy |
+4,600
| New | +$371K | 0.19% | 109 |
|
Other funds holding PSX
VCM
VPM
EIM
E&G Advisors's PSX Position: Q1 2026 in Review
E&G Advisors increased its Phillips 66 (PSX) stake by 0.38% in Q1 2026, buying an estimated $1.57K and bringing the position to 2,630 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #140.
E&G Advisors first reported a position in PSX in Q1 2017 and has held it in 31 quarters since. The position peaked at $510K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- E&G Advisors held 2,630 shares of Phillips 66 worth $479K as of Q1 2026.
- E&G Advisors bought 10 Phillips 66 shares in Q1 2026, an estimated $1.57K.
- Phillips 66 made up 0.11% of E&G Advisors's portfolio in Q1 2026, its #140 holding.
- E&G Advisors first reported a position in Phillips 66 in Q1 2017 and has held it in 31 quarters since.
- E&G Advisors's Phillips 66 position peaked at $510K in Q1 2024.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.