Global Retirement 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 | $2.03M | Buy |
+12,029
| New | +$2.07M | 0.03% | 480 |
|
|
2025
Q4 | $1.51M | Buy |
11,681
+2,792
| +31% | +$376K | 0.03% | 522 |
|
|
2025
Q3 | $1.21M | Sell |
8,889
-1,421
| -14% | -$182K | 0.03% | 494 |
|
|
2025
Q2 | $1.23M | Buy |
+10,310
| New | +$1.16M | 0.03% | 452 |
|
|
2024
Q4 | $1.04M | Buy |
9,140
+48
| +0.5% | +$6.11K | 0.03% | 442 |
|
|
2024
Q3 | $1.2M | Sell |
9,092
-134
| -1% | -$18.1K | 0.04% | 399 |
|
|
2024
Q2 | $1.3M | Buy |
9,226
+6,442
| +231% | +$954K | 0.04% | 365 |
|
|
2024
Q1 | $455K | Buy |
2,784
+82
| +3% | +$11.8K | 0.02% | 553 |
|
|
2023
Q4 | $350K | Buy |
2,702
+610
| +29% | +$72.9K | 0.01% | 573 |
|
|
2023
Q3 | $231K | Buy |
2,092
+78
| +4% | +$8.75K | 0.01% | 621 |
|
|
2023
Q2 | $192K | Buy |
2,014
+30
| +2% | +$2.92K | 0.01% | 712 |
|
|
2023
Q1 | $190K | Buy |
1,984
+218
| +12% | +$22.2K | 0.01% | 687 |
|
|
2022
Q4 | $184K | Buy |
1,766
+686
| +64% | +$70.2K | 0.01% | 614 |
|
|
2022
Q3 | $113K | Sell |
1,080
-9
| -0.8% | -$767 | 0.01% | 737 |
|
|
2022
Q2 | $89K | Sell |
1,089
-92
| -8% | -$8.51K | 0.01% | 790 |
|
|
2022
Q1 | $114K | Buy |
+1,181
| New | +$99.4K | 0.01% | 716 |
|
|
2021
Q4 | – | Sell |
-167
| Closed | -$12K | – | 1389 |
|
|
2021
Q3 | $12K | Buy |
167
+7
| +4% | +$507 | ﹤0.01% | 1373 |
|
|
2021
Q2 | $14K | Buy |
160
+3
| +2% | +$253 | ﹤0.01% | 1303 |
|
|
2021
Q1 | $13K | Sell |
157
-42
| -21% | -$3.29K | ﹤0.01% | 1231 |
|
|
2020
Q4 | $14K | Buy |
199
+44
| +28% | +$2.58K | ﹤0.01% | 1166 |
|
|
2020
Q3 | $8K | Sell |
155
-127
| -45% | -$7.75K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $20K | Sell |
282
-18
| -6% | -$1.27K | ﹤0.01% | 904 |
|
|
2020
Q1 | $16K | Sell |
300
-806
| -73% | -$65.6K | ﹤0.01% | 875 |
|
|
2019
Q4 | $123K | Sell |
1,106
-12
| -1% | -$1.35K | 0.02% | 449 |
|
|
2019
Q3 | $114K | Buy |
1,118
+67
| +6% | +$6.71K | 0.02% | 449 |
|
|
2019
Q2 | $98K | Buy |
1,051
+586
| +126% | +$52.6K | 0.02% | 455 |
|
|
2019
Q1 | $44K | Buy |
465
+14
| +3% | +$1.33K | 0.01% | 580 |
|
|
2018
Q4 | $39K | Sell |
451
-76
| -14% | -$7.43K | 0.01% | 567 |
|
|
2018
Q3 | $59K | Buy |
527
+11
| +2% | +$1.27K | 0.01% | 520 |
|
|
2018
Q2 | $58K | Sell |
516
-19
| -4% | -$2.14K | 0.01% | 508 |
|
|
2018
Q1 | $51K | Sell |
535
-250
| -32% | -$24.3K | 0.01% | 522 |
|
|
2017
Q4 | $79K | Buy |
785
+98
| +14% | +$9.32K | 0.02% | 408 |
|
|
2017
Q3 | $63K | Buy |
687
+172
| +33% | +$14.6K | 0.03% | 397 |
|
|
2017
Q2 | $43K | Buy |
515
+106
| +26% | +$8.32K | 0.02% | 434 |
|
|
2017
Q1 | $32K | Buy |
409
+46
| +13% | +$3.71K | 0.02% | 455 |
|
|
2016
Q4 | $31K | Buy |
+363
| New | +$30.2K | 0.02% | 427 |
|
Other funds holding PSX
EIM
Global Retirement Partners's PSX Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 12,029 shares worth $2.03M. The stake represents 0.03% of the portfolio and ranks #480 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSX as recently as Q4 2025.
Global Retirement Partners first reported a position in PSX in Q4 2016 and has held it in 36 quarters since. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Global Retirement Partners held 12,029 shares of Phillips 66 worth $2.03M as of Q2 2026.
- Phillips 66 was a new Global Retirement Partners position in Q2 2026.
- Phillips 66 made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #480 holding.
- Global Retirement Partners first reported a position in Phillips 66 in Q4 2016 and has held it in 36 quarters since.
- 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.