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IFP Advisors’s Phillips 66 PSX Stock Holding History

IFP Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Sell
19,223
-496
-3% -$85.4K 0.06% 360
2026
Q1 		$3.59M Buy
19,719
+10,038
+104% +$1.57M 0.07% 291
2025
Q4 		$1.25M Buy
9,681
+1,388
+17% +$187K 0.03% 568
2025
Q3 		$1.13M Buy
8,293
+544
+7% +$69.7K 0.03% 554
2025
Q2 		$987K Sell
7,749
-11,379
-59% -$1.27M 0.03% 586
2025
Q1 		$2.36M Buy
19,128
+11,910
+165% +$1.47M 0.07% 320
2024
Q4 		$823K Buy
7,218
+38
+0.5% +$4.83K 0.03% 574
2024
Q3 		$944K Buy
7,180
+966
+16% +$130K 0.03% 494
2024
Q2 		$877K Sell
6,214
-542
-8% -$80.2K 0.03% 479
2024
Q1 		$1.1M Buy
6,756
+233
+4% +$33.6K 0.05% 390
2023
Q4 		$868K Sell
6,523
-10
-0.2% -$1.2K 0.04% 418
2023
Q3 		$785K Sell
6,533
-605
-8% -$67.9K 0.04% 461
2023
Q2 		$681K Buy
7,138
+10
+0.1% +$972 0.03% 546
2023
Q1 		$848K Sell
7,128
-7,418
-51% -$754K 0.04% 437
2022
Q4 		$1.74M Sell
14,546
-17,500
-55% -$1.79M 0.05% 420
2022
Q3 		$3.85M Buy
32,046
+2,261
+8% +$193K 0.1% 212
2022
Q2 		$3.58M Hold
29,785
– – 0.11% 200
2022
Q1 		$3.58M Buy
29,785
+19,309
+184% +$1.62M 0.11% 200
2021
Q4 		$758K Sell
10,476
-536
-5% -$40.5K 0.01% 466
2021
Q3 		$775K Sell
11,012
-1,003
-8% -$72.6K 0.02% 462
2021
Q2 		$1.03M Sell
12,015
-286
-2% -$24.1K 0.02% 369
2021
Q1 		$1M Buy
12,301
+576
+5% +$45.2K 0.02% 361
2020
Q4 		$820K Buy
11,725
+863
+8% +$50.7K 0.03% 386
2020
Q3 		$569K Buy
10,862
+817
+8% +$49.9K 0.03% 404
2020
Q2 		$691K Buy
10,045
+1,745
+21% +$124K 0.05% 347
2020
Q1 		$454K Sell
8,300
-1,060
-11% -$86.3K 0.05% 373
2019
Q4 		$1.04M Sell
9,360
-1,425
-13% -$160K 0.08% 273
2019
Q3 		$1.12M Buy
+10,785
New +$1.08M 0.08% 277
2019
Q1 		$530K Sell
5,529
-6,311
-53% -$600K 0.07% 278
2018
Q4 		$1.01M Sell
11,840
-2,673
-18% -$261K 0.06% 350
2018
Q3 		$1.64M Buy
14,513
+1,914
+15% +$221K 0.07% 303
2018
Q2 		$1.42M Sell
12,599
-1,048
-8% -$118K 0.06% 320
2018
Q1 		$1.38M Hold
13,647
– – 0.06% 309
2017
Q4 		$1.38M Sell
13,647
-18,369
-57% -$1.75M 0.06% 310
2017
Q3 		$2.93M Sell
32,016
-2,228
-7% -$189K 0.12% 192
2017
Q2 		$2.83M Sell
34,244
-1,404
-4% -$110K 0.12% 192
2017
Q1 		$2.82M Buy
35,648
+201
+0.6% +$16.2K 0.12% 184
2016
Q4 		$3.06M Buy
35,447
+2,298
+7% +$191K 0.15% 157
2016
Q3 		$2.67M Buy
33,149
+3,406
+11% +$265K 0.14% 162
2016
Q2 		$2.36M Buy
29,743
+24,214
+438% +$1.98M 0.13% 167
2016
Q1 		$530K Sell
5,529
-18,754
-77% -$1.52M 0.07% 278
2015
Q4 		$1.99M Buy
+24,283
New +$2.1M 0.13% 165

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors's PSX Position: Q2 2026 in Review

IFP Advisors reduced its Phillips 66 (PSX) stake by 2.5% in Q2 2026, selling an estimated $85.4K and leaving 19,223 shares worth $3.25M. The position accounts for 0.06% of the portfolio, ranked #360.

IFP Advisors first reported a position in PSX in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.85M in Q3 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • IFP Advisors held 19,223 shares of Phillips 66 worth $3.25M as of Q2 2026.
  • IFP Advisors sold 496 Phillips 66 shares in Q2 2026, an estimated $85.4K.
  • Phillips 66 made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #360 holding.
  • IFP Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Phillips 66 position peaked at $3.85M in Q3 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.