FAS Wealth Partners’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
Q2 | $1.01M | Buy |
5,964
+8
| +0.1% | +$1.38K | 0.05% | 176 |
|
|
2026
Q1 | $1.09M | Sell |
5,956
-176
| -3% | -$27.6K | 0.07% | 164 |
|
|
2025
Q4 | $791K | Buy |
6,132
+1,253
| +26% | +$169K | 0.05% | 184 |
|
|
2025
Q3 | $664K | Sell |
4,879
-3
| -0.1% | -$384 | 0.04% | 198 |
|
|
2025
Q2 | $582K | Buy |
4,882
+25
| +0.5% | +$2.8K | 0.04% | 205 |
|
|
2025
Q1 | $600K | Buy |
4,857
+32
| +0.7% | +$3.94K | 0.05% | 187 |
|
|
2024
Q4 | $550K | Sell |
4,825
-121
| -2% | -$15.4K | 0.05% | 198 |
|
|
2024
Q3 | $650K | Sell |
4,946
-23
| -0.5% | -$3.11K | 0.05% | 183 |
|
|
2024
Q2 | $701K | Buy |
4,969
+25
| +0.5% | +$3.7K | 0.06% | 169 |
|
|
2024
Q1 | $808K | Sell |
4,944
-54
| -1% | -$7.78K | 0.07% | 155 |
|
|
2023
Q4 | $665K | Sell |
4,998
-131
| -3% | -$15.7K | 0.06% | 175 |
|
|
2023
Q3 | $616K | Buy |
5,129
+337
| +7% | +$37.8K | 0.07% | 173 |
|
|
2023
Q2 | $457K | Buy |
4,792
+237
| +5% | +$23K | 0.06% | 180 |
|
|
2023
Q1 | $462K | Buy |
4,555
+1
| +0% | +$102 | 0.05% | 199 |
|
|
2022
Q4 | $474K | Sell |
4,554
-30
| -0.7% | -$3.07K | 0.05% | 198 |
|
|
2022
Q3 | $370K | Buy |
4,584
+467
| +11% | +$39.8K | 0.04% | 204 |
|
|
2022
Q2 | $338K | Buy |
4,117
+801
| +24% | +$74.1K | 0.04% | 216 |
|
|
2022
Q1 | $286K | Buy |
3,316
+36
| +1% | +$3.03K | 0.03% | 237 |
|
|
2021
Q4 | $238K | Buy |
3,280
+24
| +0.7% | +$1.81K | 0.02% | 268 |
|
|
2021
Q3 | $228K | Buy |
3,256
+93
| +3% | +$6.73K | 0.02% | 270 |
|
|
2021
Q2 | $271K | Buy |
3,163
+150
| +5% | +$12.7K | 0.03% | 242 |
|
|
2021
Q1 | $246K | Hold |
3,013
| – | – | 0.03% | 233 |
|
|
2020
Q4 | $211K | Buy |
+3,013
| New | +$177K | 0.02% | 240 |
|
|
2020
Q3 | – | Sell |
-3,013
| Closed | -$217K | – | 329 |
|
|
2020
Q2 | $217K | Buy |
+3,013
| New | +$213K | 0.03% | 214 |
|
|
2020
Q1 | – | Sell |
-3,041
| Closed | -$339K | – | 315 |
|
|
2019
Q4 | $339K | Hold |
3,041
| – | – | 0.06% | 158 |
|
|
2019
Q3 | $311K | Hold |
3,041
| – | – | 0.06% | 160 |
|
|
2019
Q2 | $284K | Hold |
3,041
| – | – | 0.05% | 170 |
|
|
2019
Q1 | $289K | Buy |
3,041
+28
| +0.9% | +$2.66K | 0.06% | 166 |
|
|
2018
Q4 | $260K | Hold |
3,013
| – | – | 0.06% | 169 |
|
|
2018
Q3 | $340K | Hold |
3,013
| – | – | 0.08% | 143 |
|
|
2018
Q2 | $338K | Hold |
3,013
| – | – | 0.09% | 140 |
|
|
2018
Q1 | $289K | Hold |
3,013
| – | – | 0.08% | 145 |
|
|
2017
Q4 | $305K | Hold |
3,013
| – | – | 0.08% | 148 |
|
|
2017
Q3 | $276K | Hold |
3,013
| – | – | 0.08% | 146 |
|
|
2017
Q2 | $249K | Sell |
3,013
-420
| -12% | -$33K | 0.07% | 143 |
|
|
2017
Q1 | $272K | Buy |
3,433
+79
| +2% | +$6.36K | 0.08% | 140 |
|
|
2016
Q4 | $290K | Buy |
3,354
+3
| +0.1% | +$249 | 0.09% | 127 |
|
|
2016
Q3 | $270K | Sell |
3,351
-497
| -13% | -$38.6K | 0.09% | 127 |
|
|
2016
Q2 | $305K | Sell |
3,848
-22
| -0.6% | -$1.8K | 0.11% | 113 |
|
|
2016
Q1 | $335K | Sell |
3,870
-49
| -1% | -$3.98K | 0.17% | 79 |
|
|
2015
Q4 | $321K | Buy |
3,919
+404
| +11% | +$34.9K | 0.16% | 86 |
|
|
2015
Q3 | $270K | Sell |
3,515
-559
| -14% | -$44.4K | 0.16% | 82 |
|
|
2015
Q2 | $328K | Buy |
4,074
+1
| +0% | +$79 | 0.16% | 78 |
|
|
2015
Q1 | $320K | Buy |
4,073
+13
| +0.3% | +$954 | 0.16% | 68 |
|
|
2014
Q4 | $291K | Hold |
4,060
| – | – | 0.15% | 67 |
|
|
2014
Q3 | $330K | Sell |
4,060
-37
| -0.9% | -$3.08K | 0.19% | 56 |
|
|
2014
Q2 | $330K | Buy |
4,097
+38
| +0.9% | +$3.13K | 0.19% | 58 |
|
|
2014
Q1 | $313K | Sell |
4,059
-127
| -3% | -$9.67K | 0.21% | 58 |
|
|
2013
Q4 | $323K | Buy |
+4,186
| New | +$279K | 0.19% | 59 |
|
Other funds holding PSX
EIM
FAS Wealth Partners's PSX Position: Q2 2026 in Review
FAS Wealth Partners increased its Phillips 66 (PSX) stake by 0.13% in Q2 2026, buying an estimated $1.38K and bringing the position to 5,964 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #176.
FAS Wealth Partners first reported a position in PSX in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.09M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- FAS Wealth Partners held 5,964 shares of Phillips 66 worth $1.01M as of Q2 2026.
- FAS Wealth Partners bought 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
- Phillips 66 made up 0.05% of FAS Wealth Partners's portfolio in Q2 2026, its #176 holding.
- FAS Wealth Partners first reported a position in Phillips 66 in Q4 2013 and has held it in 49 quarters since.
- FAS Wealth Partners's Phillips 66 position peaked at $1.09M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.