Financial Engines Advisors’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 | $356K | Buy |
2,108
+124
| +6% | +$21.3K | ﹤0.01% | 466 |
|
|
2026
Q1 | $361K | Sell |
1,984
-306
| -13% | -$48K | ﹤0.01% | 439 |
|
|
2025
Q4 | $296K | Sell |
2,290
-17
| -0.7% | -$2.29K | ﹤0.01% | 472 |
|
|
2025
Q3 | $314K | Buy |
2,307
+256
| +12% | +$32.8K | ﹤0.01% | 460 |
|
|
2025
Q2 | $245K | Buy |
+2,051
| New | +$230K | ﹤0.01% | 476 |
|
|
2023
Q4 | – | Sell |
-19,983
| Closed | -$2.4M | – | 335 |
|
|
2023
Q3 | $2.4M | Buy |
+19,983
| New | +$2.24M | 0.01% | 118 |
|
|
2019
Q1 | – | Sell |
-4,506
| Closed | -$388K | – | 110 |
|
|
2018
Q4 | $388K | Buy |
4,506
+4,048
| +884% | +$396K | ﹤0.01% | 91 |
|
|
2018
Q3 | $52K | Sell |
458
-22
| -5% | -$2.54K | ﹤0.01% | 66 |
|
|
2018
Q2 | $54K | Sell |
480
-215
| -31% | -$24.2K | ﹤0.01% | 70 |
|
|
2018
Q1 | $67K | Sell |
695
-191
| -22% | -$18.6K | ﹤0.01% | 67 |
|
|
2017
Q4 | $90K | Buy |
886
+51
| +6% | +$4.85K | ﹤0.01% | 66 |
|
|
2017
Q3 | $76K | Buy |
835
+167
| +25% | +$14.1K | ﹤0.01% | 80 |
|
|
2017
Q2 | $55K | Sell |
668
-510
| -43% | -$40K | ﹤0.01% | 60 |
|
|
2017
Q1 | $93K | Sell |
1,178
-782
| -40% | -$63K | ﹤0.01% | 58 |
|
|
2016
Q4 | $169K | Buy |
1,960
+1,432
| +271% | +$119K | 0.01% | 55 |
|
|
2016
Q3 | $43K | Buy |
528
+6
| +1% | +$466 | 0.03% | 52 |
|
|
2016
Q2 | $41K | Sell |
522
-186
| -26% | -$15.2K | 0.03% | 49 |
|
|
2016
Q1 | $61K | Buy |
708
+164
| +30% | +$13.3K | 0.05% | 47 |
|
|
2015
Q4 | $45K | Buy |
544
+42
| +8% | +$3.62K | 0.04% | 48 |
|
|
2015
Q3 | $39K | Buy |
502
+84
| +20% | +$6.68K | 0.03% | 50 |
|
|
2015
Q2 | $34K | Sell |
418
-286
| -41% | -$22.7K | 0.02% | 52 |
|
|
2015
Q1 | $51K | Sell |
704
-447
| -39% | -$32.8K | 0.04% | 48 |
|
|
2014
Q4 | $83K | Buy |
1,151
+419
| +57% | +$30.9K | 0.07% | 47 |
|
|
2014
Q3 | $59K | Sell |
732
-437
| -37% | -$36.4K | 0.05% | 47 |
|
|
2014
Q2 | $94K | Sell |
1,169
-965
| -45% | -$79.5K | 0.08% | 45 |
|
|
2014
Q1 | $164K | Sell |
2,134
-5,102
| -71% | -$388K | 0.13% | 41 |
|
|
2013
Q4 | $558K | Buy |
7,236
+6,600
| +1,038% | +$440K | 0.46% | 35 |
|
|
2013
Q3 | $37K | Sell |
636
-471
| -43% | -$27.3K | 0.03% | 51 |
|
|
2013
Q2 | $65K | Buy |
+1,107
| New | +$69.6K | 0.06% | 45 |
|
Other funds holding PSX
EIM
Financial Engines Advisors's PSX Position: Q2 2026 in Review
Financial Engines Advisors increased its Phillips 66 (PSX) stake by 6.3% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,108 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #466.
Financial Engines Advisors first reported a position in PSX in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.4M in Q3 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Financial Engines Advisors held 2,108 shares of Phillips 66 worth $356K as of Q2 2026.
- Financial Engines Advisors bought 124 Phillips 66 shares in Q2 2026, an estimated $21.3K.
- Phillips 66 made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #466 holding.
- Financial Engines Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 29 quarters since.
- Financial Engines Advisors's Phillips 66 position peaked at $2.4M in Q3 2023.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.