Everpar Advisors’s Phillips 66 PSX Stock Holding History

Everpar Advisors’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	$757K	Sell	4,480 -683	-13%	-$118K	0.22%	100
2026 Q1	$941K	Buy	5,163 +261	+5%	+$40.9K	0.32%	64
2025 Q4	$633K	Sell	4,902 -455	-8%	-$61.2K	0.23%	93
2025 Q3	$729K	Buy	5,357 +11	+0.2%	+$1.41K	0.29%	79
2025 Q2	$638K	Buy	5,346 +1,560	+41%	+$175K	0.29%	80
2025 Q1	$467K	Sell	3,786 -219	-5%	-$27K	0.25%	110
2024 Q4	$456K	Buy	4,005 +96	+2%	+$12.2K	0.23%	124
2024 Q3	$514K	Sell	3,909 -678	-15%	-$91.5K	0.27%	111
2024 Q2	$648K	Buy	4,587 +1,041	+29%	+$154K	0.32%	81
2024 Q1	$579K	Sell	3,546 -3,334	-48%	-$480K	0.35%	81
2023 Q4	$916K	Buy	+6,880	New	+$822K	0.43%	71

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everpar Advisors's PSX Position: Q2 2026 in Review

Everpar Advisors reduced its Phillips 66 (PSX) stake by 13% in Q2 2026, selling an estimated $118K and leaving 4,480 shares worth $757K. The position accounts for 0.22% of the portfolio, ranked #100.

Everpar Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $941K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Everpar Advisors held 4,480 shares of Phillips 66 worth $757K as of Q2 2026.
Everpar Advisors sold 683 Phillips 66 shares in Q2 2026, an estimated $118K.
Phillips 66 made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #100 holding.
Everpar Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Phillips 66 position peaked at $941K in Q1 2026.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.