Financial Advocates Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,140
| Closed | -$613K | – | 451 |
|
|
2025
Q2 | $613K | Sell |
5,140
-5,052
| -50% | -$566K | 0.05% | 317 |
|
|
2025
Q1 | $1.26M | Buy |
10,192
+12
| +0.1% | +$1.48K | 0.09% | 229 |
|
|
2024
Q4 | $1.16M | Sell |
10,180
-626
| -6% | -$79.6K | 0.07% | 270 |
|
|
2024
Q3 | $1.42M | Buy |
10,806
+286
| +3% | +$38.6K | 0.08% | 234 |
|
|
2024
Q2 | $1.49M | Sell |
10,520
-950
| -8% | -$141K | 0.09% | 210 |
|
|
2024
Q1 | $1.87M | Buy |
11,470
+411
| +4% | +$59.2K | 0.11% | 192 |
|
|
2023
Q4 | $1.47M | Buy |
11,059
+691
| +7% | +$82.6K | 0.1% | 211 |
|
|
2023
Q3 | $1.25M | Buy |
10,368
+53
| +0.5% | +$5.95K | 0.09% | 232 |
|
|
2023
Q2 | $984K | Sell |
10,315
-1,154
| -10% | -$112K | 0.07% | 269 |
|
|
2023
Q1 | $1.16M | Buy |
11,469
+1,451
| +14% | +$148K | 0.08% | 257 |
|
|
2022
Q4 | $1.04M | Buy |
10,018
+1,175
| +13% | +$120K | 0.08% | 275 |
|
|
2022
Q3 | $713K | Buy |
8,843
+1,016
| +13% | +$86.6K | 0.06% | 324 |
|
|
2022
Q2 | $642K | Buy |
7,827
+4,003
| +105% | +$370K | 0.05% | 348 |
|
|
2022
Q1 | $330K | Buy |
3,824
+1,014
| +36% | +$85.3K | 0.02% | 550 |
|
|
2021
Q4 | $204K | Buy |
+2,810
| New | +$212K | 0.01% | 728 |
|
|
2021
Q3 | – | Sell |
-2,880
| Closed | -$247K | – | 783 |
|
|
2021
Q2 | $247K | Sell |
2,880
-280
| -9% | -$23.6K | 0.02% | 650 |
|
|
2021
Q1 | $258K | Sell |
3,160
-1,252
| -28% | -$98.2K | 0.02% | 653 |
|
|
2020
Q4 | $308K | Sell |
4,412
-968
| -18% | -$56.8K | 0.02% | 557 |
|
|
2020
Q3 | $279K | Sell |
5,380
-1,188
| -18% | -$72.5K | 0.02% | 489 |
|
|
2020
Q2 | $472K | Buy |
6,568
+448
| +7% | +$31.7K | 0.04% | 370 |
|
|
2020
Q1 | $328K | Sell |
6,120
-885
| -13% | -$72K | 0.05% | 342 |
|
|
2019
Q4 | $780K | Buy |
7,005
+10
| +0.1% | +$1.12K | 0.08% | 240 |
|
|
2019
Q3 | $716K | Buy |
6,995
+165
| +2% | +$16.5K | 0.08% | 232 |
|
|
2019
Q2 | $639K | Sell |
6,830
-69
| -1% | -$6.19K | 0.07% | 240 |
|
|
2019
Q1 | $657K | Sell |
6,899
-167
| -2% | -$15.9K | 0.08% | 233 |
|
|
2018
Q4 | $609K | Sell |
7,066
-1,987
| -22% | -$194K | 0.08% | 220 |
|
|
2018
Q3 | $1.02M | Buy |
9,053
+189
| +2% | +$21.8K | 0.11% | 185 |
|
|
2018
Q2 | $980K | Sell |
8,864
-1,093
| -11% | -$123K | 0.12% | 179 |
|
|
2018
Q1 | $955K | Buy |
9,957
+16
| +0.2% | +$1.56K | 0.12% | 174 |
|
|
2017
Q4 | $1M | Buy |
+9,941
| New | +$945K | 0.14% | 158 |
|
Other funds holding PSX
EIM
Financial Advocates Investment Management's PSX Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 5,140 shares — an estimated $613K sold.
Financial Advocates Investment Management first reported a position in PSX in Q4 2017 and held it in 30 quarters. The position peaked at $1.87M in Q1 2024. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,140 Phillips 66 shares in Q3 2025, an estimated $613K.
- Financial Advocates Investment Management first reported a position in Phillips 66 in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's Phillips 66 position peaked at $1.87M in Q1 2024.
- 1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.