Inspirion Wealth Advisors’s Phillips 66 PSX Stock Holding History

Inspirion Wealth 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	–	Sell	-1,140	Closed	-$208K	–	197
2026 Q1	$208K	Buy	+1,140	New	+$179K	0.03%	166
2020 Q1	–	Sell	-3,141	Closed	-$350K	–	80
2019 Q4	$350K	Sell	3,141 -125	-4%	-$14K	0.12%	57
2019 Q3	$334K	Hold	3,266	–	–	0.15%	54
2019 Q2	$306K	Sell	3,266 -26	-0.8%	-$2.33K	0.13%	57
2019 Q1	$313K	Sell	3,292 -33	-1%	-$3.14K	0.14%	55
2018 Q4	$286K	Hold	3,325	–	–	0.14%	52
2018 Q3	$375K	Hold	3,325	–	–	0.16%	51
2018 Q2	$373K	Hold	3,325	–	–	0.18%	48
2018 Q1	$319K	Hold	3,325	–	–	0.16%	52
2017 Q4	$336K	Buy	3,325 +100	+3%	+$9.51K	0.16%	45
2017 Q3	$295K	Hold	3,225	–	–	0.15%	54
2017 Q2	$267K	Hold	3,225	–	–	0.14%	59
2017 Q1	$255K	Hold	3,225	–	–	0.14%	56
2016 Q4	$279K	Hold	3,225	–	–	0.18%	48
2016 Q3	$260K	Hold	3,225	–	–	0.17%	51
2016 Q2	$256K	Hold	3,225	–	–	0.17%	51
2016 Q1	$279K	Hold	3,225	–	–	0.2%	47
2015 Q4	$264K	Hold	3,225	–	–	0.19%	47
2015 Q3	$248K	Hold	3,225	–	–	0.2%	48
2015 Q2	$260K	Hold	3,225	–	–	0.19%	46
2015 Q1	$253K	Hold	3,225	–	–	0.2%	46
2014 Q4	$231K	Buy	+3,225	New	+$238K	0.21%	49

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Inspirion Wealth Advisors's PSX Position: Q2 2026 in Review

Inspirion Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,140 shares — an estimated $208K sold.

Inspirion Wealth Advisors first reported a position in PSX in Q4 2014 and held it in 22 quarters. The position peaked at $375K in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Inspirion Wealth Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Inspirion Wealth Advisors sold 1,140 Phillips 66 shares in Q2 2026, an estimated $208K.
Inspirion Wealth Advisors first reported a position in Phillips 66 in Q4 2014 and held it in 22 quarters.
Inspirion Wealth Advisors's Phillips 66 position peaked at $375K in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.