HCR Wealth 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 | $570K | Buy |
3,374
+81
| +2% | +$13.9K | 0.05% | 150 |
|
|
2026
Q1 | $600K | Sell |
3,293
-227
| -6% | -$35.6K | 0.06% | 136 |
|
|
2025
Q4 | $454K | Buy |
3,520
+41
| +1% | +$5.52K | 0.05% | 163 |
|
|
2025
Q3 | $469K | Buy |
3,479
+871
| +33% | +$112K | 0.05% | 148 |
|
|
2025
Q2 | $311K | Sell |
2,608
-100
| -4% | -$11.2K | 0.04% | 183 |
|
|
2025
Q1 | $334K | Buy |
2,708
+104
| +4% | +$12.8K | 0.04% | 169 |
|
|
2024
Q4 | $297K | Hold |
2,604
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $342K | Sell |
2,604
-27
| -1% | -$3.65K | 0.04% | 171 |
|
|
2024
Q2 | $371K | Buy |
2,631
+27
| +1% | +$4K | 0.05% | 157 |
|
|
2024
Q1 | $425K | Sell |
2,604
-36
| -1% | -$5.19K | 0.06% | 139 |
|
|
2023
Q4 | $351K | Buy |
2,640
+74
| +3% | +$8.85K | 0.06% | 146 |
|
|
2023
Q3 | $308K | Sell |
2,566
-80
| -3% | -$8.98K | 0.07% | 127 |
|
|
2023
Q2 | $252K | Buy |
2,646
+2
| +0.1% | +$194 | 0.05% | 151 |
|
|
2023
Q1 | $268K | Hold |
2,644
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $275K | Sell |
2,644
-427
| -14% | -$43.7K | 0.06% | 140 |
|
|
2022
Q3 | $248K | Buy |
3,071
+280
| +10% | +$23.9K | 0.05% | 147 |
|
|
2022
Q2 | $229K | Buy |
2,791
+12
| +0.4% | +$1.11K | 0.05% | 154 |
|
|
2022
Q1 | $240K | Sell |
2,779
-13
| -0.5% | -$1.09K | 0.04% | 166 |
|
|
2021
Q4 | $202K | Sell |
2,792
-78
| -3% | -$5.9K | 0.03% | 194 |
|
|
2021
Q3 | $201K | Sell |
2,870
-2
| -0.1% | -$145 | 0.03% | 190 |
|
|
2021
Q2 | $246K | Hold |
2,872
| – | – | 0.04% | 170 |
|
|
2021
Q1 | $234K | Sell |
2,872
-153
| -5% | -$12K | 0.05% | 169 |
|
|
2020
Q4 | $212K | Buy |
+3,025
| New | +$178K | 0.04% | 170 |
|
|
2020
Q3 | – | Sell |
-3,033
| Closed | -$215K | – | 257 |
|
|
2020
Q2 | $215K | Buy |
+3,033
| New | +$215K | 0.05% | 144 |
|
|
2020
Q1 | – | Sell |
-3,025
| Closed | -$337K | – | 252 |
|
|
2019
Q4 | $337K | Buy |
3,025
+125
| +4% | +$14K | 0.08% | 121 |
|
|
2019
Q3 | $320K | Buy |
+2,900
| New | +$291K | 0.11% | 118 |
|
|
2019
Q1 | – | Sell |
-2,590
| Closed | -$223K | – | 195 |
|
|
2018
Q4 | $223K | Hold |
2,590
| – | – | 0.07% | 140 |
|
|
2018
Q3 | $284K | Sell |
2,590
-229
| -8% | -$26.5K | 0.09% | 128 |
|
|
2018
Q2 | $336K | Hold |
2,819
| – | – | 0.11% | 128 |
|
|
2018
Q1 | $270K | Sell |
2,819
-11
| -0.4% | -$1.07K | 0.09% | 139 |
|
|
2017
Q4 | $286K | Hold |
2,830
| – | – | 0.1% | 138 |
|
|
2017
Q3 | $259K | Hold |
2,830
| – | – | 0.11% | 136 |
|
|
2017
Q2 | $234K | Buy |
2,830
+11
| +0.4% | +$864 | 0.12% | 121 |
|
|
2017
Q1 | $223K | Hold |
2,819
| – | – | 0.11% | 136 |
|
|
2016
Q4 | $244K | Buy |
+2,819
| New | +$234K | 0.13% | 121 |
|
Other funds holding PSX
EIM
HCR Wealth Advisors's PSX Position: Q2 2026 in Review
HCR Wealth Advisors increased its Phillips 66 (PSX) stake by 2.5% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,374 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #150.
HCR Wealth Advisors first reported a position in PSX in Q4 2016 and has held it in 35 quarters since. The position peaked at $600K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- HCR Wealth Advisors held 3,374 shares of Phillips 66 worth $570K as of Q2 2026.
- HCR Wealth Advisors bought 81 Phillips 66 shares in Q2 2026, an estimated $13.9K.
- Phillips 66 made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #150 holding.
- HCR Wealth Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 35 quarters since.
- HCR Wealth Advisors's Phillips 66 position peaked at $600K in Q1 2026.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.