IMA Advisory Services’s Phillips 66 PSX Stock Holding History

IMA Advisory Services’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 Q1	$2K	Buy	11 +6	+120%	+$940	﹤0.01%	645
2025 Q4	$645	Hold	5	–	–	﹤0.01%	831
2025 Q3	$680	Hold	5	–	–	﹤0.01%	387
2025 Q2	$597	Buy	+5	New	+$560	﹤0.01%	383
2023 Q2	–	Sell	-33	Closed	-$3.35K	–	318
2023 Q1	$3.35K	Hold	33	–	–	﹤0.01%	273
2022 Q4	$3.44K	Hold	33	–	–	﹤0.01%	297
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	293
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	299
2022 Q1	$3K	Sell	33 -67	-67%	-$5.64K	﹤0.01%	281
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	271
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	244
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	236
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	246
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	238
2020 Q3	$5K	Sell	100 -616	-86%	-$37.6K	﹤0.01%	233
2020 Q2	$51K	Hold	716	–	–	0.02%	153
2020 Q1	$38K	Hold	716	–	–	0.02%	158
2019 Q4	$80K	Hold	716	–	–	0.03%	135
2019 Q3	$73K	Hold	716	–	–	0.03%	138
2019 Q2	$67K	Hold	716	–	–	0.03%	143
2019 Q1	$68K	Hold	716	–	–	0.03%	145
2018 Q4	$62K	Hold	716	–	–	0.03%	149
2018 Q3	$81K	Sell	716 -10	-1%	-$1.16K	0.03%	139
2018 Q2	$82K	Buy	+726	New	+$81.6K	0.03%	143
2013 Q3	–	Sell	-19,852	Closed	-$1.17M	–	172
2013 Q2	$1.17M	Buy	+19,852	New	+$1.25M	0.63%	50

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IMA Advisory Services's PSX Position: Q1 2026 in Review

IMA Advisory Services increased its Phillips 66 (PSX) stake by 120% in Q1 2026, buying an estimated $940 and bringing the position to 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

IMA Advisory Services first reported a position in PSX in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.17M in Q2 2013. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

IMA Advisory Services held 11 shares of Phillips 66 worth $2K as of Q1 2026.
IMA Advisory Services bought 6 Phillips 66 shares in Q1 2026, an estimated $940.
Phillips 66 made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #645 holding.
IMA Advisory Services first reported a position in Phillips 66 in Q2 2013 and has held it in 25 quarters since.
IMA Advisory Services's Phillips 66 position peaked at $1.17M in Q2 2013.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.