Good Life 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
2,617
+195
| +8% | +$21.8K | 0.02% | 394 |
|
|
2025
Q1 | $299K | Sell |
2,422
-896
| -27% | -$110K | 0.02% | 386 |
|
|
2024
Q4 | $378K | Sell |
3,318
-321
| -9% | -$40.8K | 0.03% | 344 |
|
|
2024
Q3 | $478K | Buy |
3,639
+330
| +10% | +$44.6K | 0.03% | 351 |
|
|
2024
Q2 | $467K | Buy |
3,309
+137
| +4% | +$20.3K | 0.04% | 273 |
|
|
2024
Q1 | $518K | Buy |
3,172
+56
| +2% | +$8.07K | 0.05% | 242 |
|
|
2023
Q4 | $415K | Sell |
3,116
-57
| -2% | -$6.81K | 0.04% | 265 |
|
|
2023
Q3 | $381K | Sell |
3,173
-21
| -0.7% | -$2.36K | 0.04% | 255 |
|
|
2023
Q2 | $305K | Buy |
3,194
+93
| +3% | +$9.04K | 0.03% | 308 |
|
|
2023
Q1 | $314K | Buy |
3,101
+172
| +6% | +$17.5K | 0.04% | 286 |
|
|
2022
Q4 | $305K | Sell |
2,929
-6
| -0.2% | -$614 | 0.04% | 272 |
|
|
2022
Q3 | $237K | Buy |
2,935
+333
| +13% | +$28.4K | 0.03% | 288 |
|
|
2022
Q2 | $213K | Sell |
2,602
-18
| -0.7% | -$1.67K | 0.03% | 311 |
|
|
2022
Q1 | $226K | Buy |
+2,620
| New | +$220K | 0.03% | 342 |
|
|
2021
Q3 | – | Sell |
-2,358
| Closed | -$202K | – | 378 |
|
|
2021
Q2 | $202K | Sell |
2,358
-195
| -8% | -$16.5K | 0.04% | 298 |
|
|
2021
Q1 | $210K | Buy |
+2,553
| New | +$200K | 0.04% | 288 |
|
|
2020
Q3 | – | Sell |
-3,062
| Closed | -$221K | – | 265 |
|
|
2020
Q2 | $221K | Sell |
3,062
-1,266
| -29% | -$89.6K | 0.07% | 217 |
|
|
2020
Q1 | $231K | Sell |
4,328
-499
| -10% | -$40.6K | 0.08% | 184 |
|
|
2019
Q4 | $537K | Sell |
4,827
-346
| -7% | -$38.9K | 0.15% | 118 |
|
|
2019
Q3 | $529K | Buy |
5,173
+115
| +2% | +$11.5K | 0.16% | 110 |
|
|
2019
Q2 | $472K | Buy |
5,058
+64
| +1% | +$5.74K | 0.14% | 120 |
|
|
2019
Q1 | $473K | Sell |
4,994
-500
| -9% | -$47.5K | 0.14% | 122 |
|
|
2018
Q4 | $473K | Sell |
5,494
-1,153
| -17% | -$113K | 0.15% | 112 |
|
|
2018
Q3 | $748K | Buy |
6,647
+55
| +0.8% | +$6.36K | 0.22% | 82 |
|
|
2018
Q2 | $738K | Buy |
6,592
+361
| +6% | +$40.6K | 0.24% | 78 |
|
|
2018
Q1 | $591K | Buy |
6,231
+32
| +0.5% | +$3.12K | 0.2% | 88 |
|
|
2017
Q4 | $631K | Buy |
6,199
+1
| +0% | +$95 | 0.2% | 83 |
|
|
2017
Q3 | $575K | Hold |
6,198
| – | – | 0.22% | 78 |
|
|
2017
Q2 | $511K | Buy |
6,198
+17
| +0.3% | +$1.33K | 0.22% | 80 |
|
|
2017
Q1 | $478K | Buy |
6,181
+2,183
| +55% | +$176K | 0.23% | 75 |
|
|
2016
Q4 | $341K | Buy |
+3,998
| New | +$332K | 0.2% | 85 |
|
Other funds holding PSX
EIM
Good Life Advisors's PSX Position: Q2 2025 in Review
Good Life Advisors increased its Phillips 66 (PSX) stake by 8.1% in Q2 2025, buying an estimated $21.8K and bringing the position to 2,617 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #394.
Good Life Advisors first reported a position in PSX in Q4 2016 and has held it in 31 quarters since. The position peaked at $748K in Q3 2018. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.
- Good Life Advisors held 2,617 shares of Phillips 66 worth $312K as of Q2 2025.
- Good Life Advisors bought 195 Phillips 66 shares in Q2 2025, an estimated $21.8K.
- Phillips 66 made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #394 holding.
- Good Life Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 31 quarters since.
- Good Life Advisors's Phillips 66 position peaked at $748K in Q3 2018.
- 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.