Kingsview 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 | $7.33M | Sell |
43,343
-378
| -0.9% | -$65.1K | 0.09% | 211 |
|
|
2026
Q1 | $7.97M | Buy |
43,721
+746
| +2% | +$117K | 0.11% | 170 |
|
|
2025
Q4 | $5.55M | Sell |
42,975
-21,067
| -33% | -$2.84M | 0.08% | 259 |
|
|
2025
Q3 | $8.71M | Buy |
64,042
+21,458
| +50% | +$2.75M | 0.13% | 156 |
|
|
2025
Q2 | $5.08M | Sell |
42,584
-3,286
| -7% | -$368K | 0.09% | 244 |
|
|
2025
Q1 | $5.66M | Buy |
45,870
+5,075
| +12% | +$625K | 0.11% | 197 |
|
|
2024
Q4 | $4.65M | Buy |
40,795
+281
| +0.7% | +$35.7K | 0.09% | 214 |
|
|
2024
Q3 | $5.33M | Buy |
40,514
+215
| +0.5% | +$29K | 0.11% | 194 |
|
|
2024
Q2 | $5.69M | Sell |
40,299
-17,739
| -31% | -$2.63M | 0.13% | 167 |
|
|
2024
Q1 | $9.48M | Buy |
58,038
+20,443
| +54% | +$2.95M | 0.24% | 84 |
|
|
2023
Q4 | $5.01M | Sell |
37,595
-177
| -0.5% | -$21.2K | 0.15% | 155 |
|
|
2023
Q3 | $4.54M | Buy |
37,772
+4,674
| +14% | +$525K | 0.16% | 145 |
|
|
2023
Q2 | $3.16M | Sell |
33,098
-1,450
| -4% | -$141K | 0.12% | 181 |
|
|
2023
Q1 | $3.5M | Sell |
34,548
-76
| -0.2% | -$7.73K | 0.15% | 156 |
|
|
2022
Q4 | $3.6M | Sell |
34,624
-754
| -2% | -$77.1K | 0.16% | 151 |
|
|
2022
Q3 | $2.86M | Sell |
35,378
-2,197
| -6% | -$187K | 0.14% | 170 |
|
|
2022
Q2 | $3.08M | Buy |
37,575
+248
| +0.7% | +$22.9K | 0.15% | 153 |
|
|
2022
Q1 | $3.22M | Buy |
37,327
+6,933
| +23% | +$583K | 0.14% | 160 |
|
|
2021
Q4 | $2.2M | Sell |
30,394
-1,656
| -5% | -$125K | 0.09% | 229 |
|
|
2021
Q3 | $2.24M | Buy |
32,050
+369
| +1% | +$26.7K | 0.11% | 203 |
|
|
2021
Q2 | $2.76M | Buy |
31,681
+505
| +2% | +$42.6K | 0.14% | 168 |
|
|
2021
Q1 | $2.59M | Buy |
31,176
+677
| +2% | +$53.1K | 0.15% | 150 |
|
|
2020
Q4 | $2.13M | Sell |
30,499
-9,507
| -24% | -$558K | 0.15% | 149 |
|
|
2020
Q3 | $2.07M | Buy |
40,006
+9,325
| +30% | +$569K | 0.19% | 133 |
|
|
2020
Q2 | $2.21M | Sell |
30,681
-637
| -2% | -$45.1K | 0.22% | 110 |
|
|
2020
Q1 | $1.68M | Buy |
31,318
+2,110
| +7% | +$172K | 0.23% | 117 |
|
|
2019
Q4 | $3.25M | Buy |
29,208
+1,275
| +5% | +$143K | 0.41% | 72 |
|
|
2019
Q3 | $2.86M | Buy |
27,933
+2,120
| +8% | +$212K | 0.45% | 64 |
|
|
2019
Q2 | $2.42M | Buy |
25,813
+1,133
| +5% | +$102K | 0.41% | 67 |
|
|
2019
Q1 | $2.35M | Buy |
24,680
+1,048
| +4% | +$99.6K | 0.36% | 74 |
|
|
2018
Q4 | $2.04M | Buy |
23,632
+142
| +0.6% | +$13.9K | 0.44% | 68 |
|
|
2018
Q3 | $2.65M | Buy |
23,490
+197
| +0.8% | +$22.8K | 0.54% | 55 |
|
|
2018
Q2 | $2.62M | Buy |
23,293
+40
| +0.2% | +$4.5K | 0.62% | 47 |
|
|
2018
Q1 | $2.23M | Buy |
23,253
+20,097
| +637% | +$1.96M | 0.55% | 54 |
|
|
2017
Q4 | $319K | Buy |
+3,156
| New | +$300K | 0.11% | 238 |
|
Other funds holding PSX
EIM
Kingsview Wealth Management's PSX Position: Q2 2026 in Review
Kingsview Wealth Management reduced its Phillips 66 (PSX) stake by 0.86% in Q2 2026, selling an estimated $65.1K and leaving 43,343 shares worth $7.33M. The position accounts for 0.09% of the portfolio, ranked #211.
Kingsview Wealth Management first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.48M in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Kingsview Wealth Management held 43,343 shares of Phillips 66 worth $7.33M as of Q2 2026.
- Kingsview Wealth Management sold 378 Phillips 66 shares in Q2 2026, an estimated $65.1K.
- Phillips 66 made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #211 holding.
- Kingsview Wealth Management first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- Kingsview Wealth Management's Phillips 66 position peaked at $9.48M in Q1 2024.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.