Integrated Advisors Network
PSX icon

Integrated Advisors Network’s Phillips 66 PSX Stock Holding History

Integrated Advisors Network’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
Q3 		$1.38M Buy
5,410
+174
+3% +$39.7K 0.06% 265
2026
Q2 		$885K Sell
5,236
-92
-2% -$15.8K 0.04% 345
2026
Q1 		$971K Sell
5,328
-516
-9% -$80.9K 0.05% 323
2025
Q4 		$754K Sell
5,844
-1,308
-18% -$176K 0.03% 399
2025
Q3 		$973K Buy
7,152
+1,170
+20% +$150K 0.04% 370
2025
Q2 		$714K Buy
5,982
+440
+8% +$49.3K 0.03% 425
2025
Q1 		$684K Sell
5,542
-141
-2% -$17.4K 0.03% 389
2024
Q4 		$647K Buy
5,683
+32
+0.6% +$4.07K 0.03% 396
2024
Q3 		$743K Sell
5,651
-116
-2% -$15.7K 0.04% 378
2024
Q2 		$814K Sell
5,767
-74
-1% -$11K 0.04% 334
2024
Q1 		$954K Sell
5,841
-42
-0.7% -$6.05K 0.05% 320
2023
Q4 		$783K Sell
5,883
-47
-0.8% -$5.62K 0.04% 331
2023
Q3 		$712K Sell
5,930
-35
-0.6% -$3.93K 0.04% 340
2023
Q2 		$569K Buy
5,965
+63
+1% +$6.12K 0.03% 401
2023
Q1 		$598K Sell
5,902
-71
-1% -$7.22K 0.04% 384
2022
Q4 		$622K Buy
5,973
+84
+1% +$8.59K 0.04% 369
2022
Q3 		$475K Buy
5,889
+507
+9% +$43.2K 0.03% 406
2022
Q2 		$441K Buy
5,382
+174
+3% +$16.1K 0.03% 450
2022
Q1 		$450K Buy
5,208
+551
+12% +$46.4K 0.03% 464
2021
Q4 		$337K Buy
4,657
+917
+25% +$69.3K 0.02% 505
2021
Q3 		$262K Buy
3,740
+1,363
+57% +$98.7K 0.02% 539
2021
Q2 		$204K Buy
+2,377
New +$201K 0.02% 555

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Integrated Advisors Network's PSX Position: Q3 2026 in Review

Integrated Advisors Network increased its Phillips 66 (PSX) stake by 3.3% in Q3 2026, buying an estimated $39.7K and bringing the position to 5,410 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #265.

Integrated Advisors Network first reported a position in PSX in Q2 2021 and has held it in 22 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Integrated Advisors Network held 5,410 shares of Phillips 66 worth $1.38M as of Q3 2026.
  • Integrated Advisors Network bought 174 Phillips 66 shares in Q3 2026, an estimated $39.7K.
  • Phillips 66 made up 0.06% of Integrated Advisors Network's portfolio in Q3 2026, its #265 holding.
  • Integrated Advisors Network first reported a position in Phillips 66 in Q2 2021 and has held it in 22 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.