Institute for Wealth Management’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 | $1.11M | Sell |
6,553
-526
| -7% | -$90.5K | 0.1% | 187 |
|
|
2026
Q1 | $1.29M | Sell |
7,079
-159
| -2% | -$24.9K | 0.14% | 164 |
|
|
2025
Q4 | $934K | Sell |
7,238
-22
| -0.3% | -$2.96K | 0.1% | 205 |
|
|
2025
Q3 | $988K | Sell |
7,260
-109
| -1% | -$14K | 0.1% | 201 |
|
|
2025
Q2 | $879K | Sell |
7,369
-75
| -1% | -$8.4K | 0.1% | 216 |
|
|
2025
Q1 | $919K | Sell |
7,444
-539
| -7% | -$66.4K | 0.12% | 197 |
|
|
2024
Q4 | $910K | Hold |
7,983
| – | – | 0.11% | 192 |
|
|
2024
Q3 | $1.05M | Buy |
7,983
+35
| +0.4% | +$4.73K | 0.13% | 167 |
|
|
2024
Q2 | $1.12M | Sell |
7,948
-93
| -1% | -$13.8K | 0.15% | 152 |
|
|
2024
Q1 | $1.31M | Buy |
8,041
+774
| +11% | +$112K | 0.17% | 128 |
|
|
2023
Q4 | $967K | Sell |
7,267
-54
| -0.7% | -$6.45K | 0.16% | 156 |
|
|
2023
Q3 | $880K | Sell |
7,321
-37
| -0.5% | -$4.15K | 0.16% | 160 |
|
|
2023
Q2 | $702K | Sell |
7,358
-71
| -1% | -$6.9K | 0.12% | 203 |
|
|
2023
Q1 | $753K | Sell |
7,429
-38
| -0.5% | -$3.86K | 0.14% | 183 |
|
|
2022
Q4 | $777K | Sell |
7,467
-128
| -2% | -$13.1K | 0.16% | 172 |
|
|
2022
Q3 | $613K | Hold |
7,595
| – | – | 0.14% | 196 |
|
|
2022
Q2 | $623K | Hold |
7,595
| – | – | 0.12% | 214 |
|
|
2022
Q1 | $656K | Hold |
7,595
| – | – | 0.11% | 236 |
|
|
2021
Q4 | $550K | Sell |
7,595
-149
| -2% | -$11.3K | 0.09% | 270 |
|
|
2021
Q3 | $542K | Buy |
7,744
+7
| +0.1% | +$507 | 0.1% | 257 |
|
|
2021
Q2 | $664K | Buy |
7,737
+277
| +4% | +$23.4K | 0.12% | 211 |
|
|
2021
Q1 | $608K | Buy |
7,460
+326
| +5% | +$25.6K | 0.12% | 220 |
|
|
2020
Q4 | $499K | Buy |
7,134
+222
| +3% | +$13K | 0.1% | 256 |
|
|
2020
Q3 | $358K | Sell |
6,912
-183
| -3% | -$11.2K | 0.08% | 286 |
|
|
2020
Q2 | $510K | Sell |
7,095
-436
| -6% | -$30.9K | 0.12% | 227 |
|
|
2020
Q1 | $404K | Sell |
7,531
-753
| -9% | -$61.3K | 0.12% | 226 |
|
|
2019
Q4 | $923K | Sell |
8,284
-27
| -0.3% | -$3.03K | 0.21% | 135 |
|
|
2019
Q3 | $851K | Sell |
8,311
-271
| -3% | -$27.2K | 0.21% | 138 |
|
|
2019
Q2 | $803K | Buy |
8,582
+254
| +3% | +$22.8K | 0.18% | 172 |
|
|
2019
Q1 | $793K | Buy |
+8,328
| New | +$792K | 0.17% | 161 |
|
|
2017
Q3 | – | Sell |
-11,800
| Closed | -$979K | – | 362 |
|
|
2017
Q2 | $979K | Buy |
+11,800
| New | +$926K | 0.27% | 119 |
|
|
2013
Q3 | – | Sell |
-780
| Closed | -$46K | – | 105 |
|
|
2013
Q2 | $46K | Buy |
+780
| New | +$49K | 0.04% | 54 |
|
Other funds holding PSX
EIM
Institute for Wealth Management's PSX Position: Q2 2026 in Review
Institute for Wealth Management reduced its Phillips 66 (PSX) stake by 7.4% in Q2 2026, selling an estimated $90.5K and leaving 6,553 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #187.
Institute for Wealth Management first reported a position in PSX in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.31M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Institute for Wealth Management held 6,553 shares of Phillips 66 worth $1.11M as of Q2 2026.
- Institute for Wealth Management sold 526 Phillips 66 shares in Q2 2026, an estimated $90.5K.
- Phillips 66 made up 0.1% of Institute for Wealth Management's portfolio in Q2 2026, its #187 holding.
- Institute for Wealth Management first reported a position in Phillips 66 in Q2 2013 and has held it in 32 quarters since.
- Institute for Wealth Management's Phillips 66 position peaked at $1.31M in Q1 2024.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.