Financial Engines Advisors
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Financial Engines Advisors’s Phillips 66 PSX Stock Holding History

Financial Engines Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$245K Buy
+2,051
New +$245K ﹤0.01% 476
2023
Q4 		– Sell
-19,983
Closed -$2.4M – 335
2023
Q3 		$2.4M Buy
+19,983
New +$2.4M 0.01% 118
2019
Q1 		– Sell
-4,506
Closed -$388K – 110
2018
Q4 		$388K Buy
4,506
+4,048
+884% +$349K ﹤0.01% 91
2018
Q3 		$52K Sell
458
-22
-5% -$2.5K ﹤0.01% 66
2018
Q2 		$54K Sell
480
-215
-31% -$24.2K ﹤0.01% 70
2018
Q1 		$67K Sell
695
-191
-22% -$18.4K ﹤0.01% 67
2017
Q4 		$90K Buy
886
+51
+6% +$5.18K ﹤0.01% 66
2017
Q3 		$76K Buy
835
+167
+25% +$15.2K ﹤0.01% 80
2017
Q2 		$55K Sell
668
-510
-43% -$42K ﹤0.01% 60
2017
Q1 		$93K Sell
1,178
-782
-40% -$61.7K ﹤0.01% 58
2016
Q4 		$169K Buy
1,960
+1,432
+271% +$123K 0.01% 55
2016
Q3 		$43K Buy
528
+6
+1% +$489 0.03% 52
2016
Q2 		$41K Sell
522
-186
-26% -$14.6K 0.03% 49
2016
Q1 		$61K Buy
708
+164
+30% +$14.1K 0.05% 47
2015
Q4 		$45K Buy
544
+42
+8% +$3.47K 0.04% 48
2015
Q3 		$39K Buy
502
+84
+20% +$6.53K 0.03% 50
2015
Q2 		$34K Sell
418
-286
-41% -$23.3K 0.02% 52
2015
Q1 		$51K Sell
704
-447
-39% -$32.4K 0.04% 48
2014
Q4 		$83K Buy
1,151
+419
+57% +$30.2K 0.07% 47
2014
Q3 		$59K Sell
732
-437
-37% -$35.2K 0.05% 47
2014
Q2 		$94K Sell
1,169
-965
-45% -$77.6K 0.08% 45
2014
Q1 		$164K Sell
2,134
-5,102
-71% -$392K 0.13% 41
2013
Q4 		$558K Buy
7,236
+6,600
+1,038% +$509K 0.46% 35
2013
Q3 		$37K Sell
636
-471
-43% -$27.4K 0.03% 51
2013
Q2 		$65K Buy
+1,107
New +$65K 0.06% 45