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EverSource Wealth Advisors’s Phillips 66 PSX Stock Holding History

EverSource Wealth 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 		$1.5M Sell
8,851
-3,595
-29% -$619K 0.05% 266
2026
Q1 		$2.27M Buy
12,446
+3,007
+32% +$471K 0.07% 204
2025
Q4 		$1.22M Buy
9,439
+1,351
+17% +$182K 0.04% 292
2025
Q3 		$1.1M Buy
8,088
+1,230
+18% +$158K 0.04% 291
2025
Q2 		$818K Buy
6,858
+1,398
+26% +$157K 0.04% 325
2025
Q1 		$674K Buy
5,460
+526
+11% +$64.8K 0.04% 324
2024
Q4 		$562K Buy
4,934
+239
+5% +$30.4K 0.03% 347
2024
Q3 		$617K Sell
4,695
-470
-9% -$63.5K 0.04% 294
2024
Q2 		$751K Buy
5,165
+354
+7% +$52.4K 0.05% 252
2024
Q1 		$689K Buy
4,811
+104
+2% +$15K 0.05% 230
2023
Q4 		$627K Buy
4,707
+57
+1% +$6.81K 0.06% 220
2023
Q3 		$559K Sell
4,650
-183
-4% -$20.5K 0.06% 216
2023
Q2 		$461K Sell
4,833
-59
-1% -$5.74K 0.05% 237
2023
Q1 		$496K Sell
4,892
-297
-6% -$30.2K 0.06% 218
2022
Q4 		$540K Sell
5,189
-2,258
-30% -$231K 0.08% 185
2022
Q3 		$601K Buy
7,447
+3,714
+99% +$317K 0.14% 147
2022
Q2 		$306K Sell
3,733
-38
-1% -$3.52K 0.08% 208
2022
Q1 		$326K Buy
3,771
+738
+24% +$62.1K 0.08% 201
2021
Q4 		$220K Buy
+3,033
New +$229K 0.06% 215

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's PSX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Phillips 66 (PSX) stake by 29% in Q2 2026, selling an estimated $619K and leaving 8,851 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #266.

EverSource Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • EverSource Wealth Advisors held 8,851 shares of Phillips 66 worth $1.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,595 Phillips 66 shares in Q2 2026, an estimated $619K.
  • Phillips 66 made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • EverSource Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Phillips 66 position peaked at $2.27M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.