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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Advisors Network's PSX Position: Q1 2026 in Review

Integrated Advisors Network reduced its Phillips 66 (PSX) stake by 8.8% in Q1 2026, selling an estimated $80.9K and leaving 5,328 shares worth $971K. The position accounts for 0.05% of the portfolio, ranked #323.

Integrated Advisors Network first reported a position in PSX in Q2 2021 and has held it in 20 quarters since. The position peaked at $973K in Q3 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Integrated Advisors Network held 5,328 shares of Phillips 66 worth $971K as of Q1 2026.
  • Integrated Advisors Network sold 516 Phillips 66 shares in Q1 2026, an estimated $80.9K.
  • Phillips 66 made up 0.05% of Integrated Advisors Network's portfolio in Q1 2026, its #323 holding.
  • Integrated Advisors Network first reported a position in Phillips 66 in Q2 2021 and has held it in 20 quarters since.
  • Integrated Advisors Network's Phillips 66 position peaked at $973K in Q3 2025.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.