IFG Advisory’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 | $545K | Buy |
+3,222
| New | +$555K | 0.02% | 584 |
|
|
2026
Q1 | – | Sell |
-2,938
| Closed | -$379K | – | 737 |
|
|
2025
Q4 | $379K | Buy |
2,938
+2
| +0.1% | +$269 | 0.02% | 575 |
|
|
2025
Q3 | $399K | Buy |
2,936
+182
| +7% | +$23.3K | 0.02% | 552 |
|
|
2025
Q2 | $329K | Sell |
2,754
-46
| -2% | -$5.15K | 0.02% | 582 |
|
|
2025
Q1 | $346K | Sell |
2,800
-42
| -1% | -$5.18K | 0.02% | 524 |
|
|
2024
Q4 | $324K | Buy |
+2,842
| New | +$362K | 0.02% | 522 |
|
|
2024
Q3 | – | Sell |
-2,756
| Closed | -$389K | – | 557 |
|
|
2024
Q2 | $389K | Buy |
+2,756
| New | +$408K | 0.03% | 448 |
|
|
2024
Q1 | – | Sell |
-3,238
| Closed | -$431K | – | 523 |
|
|
2023
Q4 | $431K | Sell |
3,238
-549
| -14% | -$65.6K | 0.03% | 390 |
|
|
2023
Q3 | $455K | Buy |
+3,787
| New | +$425K | 0.04% | 360 |
|
|
2023
Q2 | – | Sell |
-2,511
| Closed | -$255K | – | 450 |
|
|
2023
Q1 | $255K | Sell |
2,511
-152
| -6% | -$15.5K | 0.02% | 440 |
|
|
2022
Q4 | $277K | Sell |
2,663
-82
| -3% | -$8.39K | 0.03% | 410 |
|
|
2022
Q3 | $221K | Sell |
2,745
-188
| -6% | -$16K | 0.02% | 475 |
|
|
2022
Q2 | $239K | Sell |
2,933
-528
| -15% | -$48.8K | 0.03% | 417 |
|
|
2022
Q1 | $299K | Sell |
3,461
-243
| -7% | -$20.4K | 0.03% | 405 |
|
|
2021
Q4 | $268K | Buy |
3,704
+82
| +2% | +$6.2K | 0.03% | 419 |
|
|
2021
Q3 | $253K | Buy |
3,622
+294
| +9% | +$21.3K | 0.03% | 422 |
|
|
2021
Q2 | $285K | Sell |
3,328
-857
| -20% | -$72.3K | 0.03% | 402 |
|
|
2021
Q1 | $341K | Buy |
4,185
+693
| +20% | +$54.4K | 0.04% | 374 |
|
|
2020
Q4 | $244K | Sell |
3,492
-1,944
| -36% | -$114K | 0.03% | 394 |
|
|
2020
Q3 | $281K | Buy |
5,436
+1,639
| +43% | +$100K | 0.05% | 333 |
|
|
2020
Q2 | $273K | Buy |
+3,797
| New | +$269K | 0.05% | 321 |
|
|
2020
Q1 | – | Sell |
-2,797
| Closed | -$311K | – | 407 |
|
|
2019
Q4 | $311K | Sell |
2,797
-210
| -7% | -$23.6K | 0.06% | 307 |
|
|
2019
Q3 | $307K | Sell |
3,007
-477
| -14% | -$47.8K | 0.06% | 301 |
|
|
2019
Q2 | $303K | Sell |
3,484
-140
| -4% | -$12.6K | 0.05% | 271 |
|
|
2019
Q1 | $323K | Buy |
3,624
+159
| +5% | +$15.1K | 0.06% | 257 |
|
|
2018
Q4 | $276K | Sell |
3,465
-167
| -5% | -$16.3K | 0.07% | 256 |
|
|
2018
Q3 | $378K | Sell |
3,632
-156
| -4% | -$18K | 0.07% | 257 |
|
|
2018
Q2 | $394K | Sell |
3,788
-191
| -5% | -$21.5K | 0.08% | 230 |
|
|
2018
Q1 | $357K | Sell |
3,979
-254
| -6% | -$24.7K | 0.08% | 240 |
|
|
2017
Q4 | $403K | Buy |
+4,233
| New | +$402K | 0.09% | 207 |
|
Other funds holding PSX
EIM
IFG Advisory's PSX Position: Q2 2026 in Review
IFG Advisory opened a new position in Phillips 66 (PSX) in Q2 2026: 3,222 shares worth $545K. The stake represents 0.02% of the portfolio and ranks #584 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PSX as recently as Q4 2025.
IFG Advisory first reported a position in PSX in Q4 2017 and has held it in 30 quarters since. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- IFG Advisory held 3,222 shares of Phillips 66 worth $545K as of Q2 2026.
- Phillips 66 was a new IFG Advisory position in Q2 2026.
- Phillips 66 made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #584 holding.
- IFG Advisory first reported a position in Phillips 66 in Q4 2017 and has held it in 30 quarters since.
- 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.