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J.W. Coons Advisors’s Phillips 66 PSX Stock Holding History

J.W. Coons 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
2025
Q2 		$967K Sell
8,108
-1,710
-17% -$192K 0.22% 104
2025
Q1 		$1.21M Buy
9,818
+160
+2% +$19.7K 0.32% 77
2024
Q4 		$1.1M Buy
9,658
+60
+0.6% +$7.63K 0.28% 82
2024
Q3 		$1.26M Buy
9,598
+25
+0.3% +$3.38K 0.31% 79
2024
Q2 		$1.35M Buy
9,573
+95
+1% +$14.1K 0.33% 66
2024
Q1 		$1.55M Hold
9,478
– – 0.35% 62
2023
Q4 		$1.26M Hold
9,478
– – 0.34% 70
2023
Q3 		$1.14M Sell
9,478
-1,250
-12% -$140K 0.33% 74
2023
Q2 		$1.02M Hold
10,728
– – 0.28% 85
2023
Q1 		$1.09M Buy
10,728
+350
+3% +$35.6K 0.31% 77
2022
Q4 		$1.08M Buy
10,378
+1,835
+21% +$188K 0.32% 76
2022
Q3 		$690K Buy
8,543
+1,810
+27% +$154K 0.26% 106
2022
Q2 		$551K Buy
6,733
+1,766
+36% +$163K 0.19% 130
2022
Q1 		$430K Hold
4,967
– – 0.13% 163
2021
Q4 		$360K Sell
4,967
-12
-0.2% -$907 0.11% 175
2021
Q3 		$348K Sell
4,979
-1,687
-25% -$122K 0.12% 167
2021
Q2 		$573K Sell
6,666
-150
-2% -$12.7K 0.2% 125
2021
Q1 		$555K Hold
6,816
– – 0.2% 129
2020
Q4 		$475K Sell
6,816
-200
-3% -$11.7K 0.18% 129
2020
Q3 		$364K Sell
7,016
-1,266
-15% -$77.3K 0.15% 144
2020
Q2 		$596K Hold
8,282
– – 0.26% 100
2020
Q1 		$442K Buy
+8,282
New +$674K 0.23% 112

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Coons Advisors's PSX Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Phillips 66 (PSX) stake by 17% in Q2 2025, selling an estimated $192K and leaving 8,108 shares worth $967K. The position accounts for 0.22% of the portfolio, ranked #104.

J.W. Coons Advisors first reported a position in PSX in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • J.W. Coons Advisors held 8,108 shares of Phillips 66 worth $967K as of Q2 2025.
  • J.W. Coons Advisors sold 1,710 Phillips 66 shares in Q2 2025, an estimated $192K.
  • Phillips 66 made up 0.22% of J.W. Coons Advisors's portfolio in Q2 2025, its #104 holding.
  • J.W. Coons Advisors first reported a position in Phillips 66 in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Phillips 66 position peaked at $1.55M in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.