Koshinski Asset 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 | $2.89M | Buy |
17,066
+585
| +4% | +$101K | 0.15% | 135 |
|
|
2026
Q1 | $3M | Buy |
16,481
+605
| +4% | +$94.8K | 0.19% | 119 |
|
|
2025
Q4 | $2.05M | Sell |
15,876
-82
| -0.5% | -$11K | 0.13% | 150 |
|
|
2025
Q3 | $2.17M | Buy |
15,958
+1,177
| +8% | +$151K | 0.15% | 143 |
|
|
2025
Q2 | $1.76M | Sell |
14,781
-285
| -2% | -$31.9K | 0.13% | 156 |
|
|
2025
Q1 | $1.86M | Sell |
15,066
-131
| -0.9% | -$16.1K | 0.16% | 140 |
|
|
2024
Q4 | $1.73B | Buy |
15,197
+19
| +0.1% | +$2.42K | 0.15% | 138 |
|
|
2024
Q3 | $2M | Sell |
15,178
-367
| -2% | -$49.6K | 0.17% | 122 |
|
|
2024
Q2 | $2.06M | Sell |
15,545
-1,483
| -9% | -$220K | 0.19% | 117 |
|
|
2024
Q1 | $2.78M | Buy |
17,028
+624
| +4% | +$89.9K | 0.28% | 80 |
|
|
2023
Q4 | $2.18M | Buy |
16,404
+1,943
| +13% | +$232K | 0.33% | 75 |
|
|
2023
Q3 | $1.74M | Buy |
14,461
+128
| +0.9% | +$14.4K | 0.2% | 110 |
|
|
2023
Q2 | $1.37M | Sell |
14,333
-4,729
| -25% | -$460K | 0.15% | 150 |
|
|
2023
Q1 | $1.93M | Sell |
19,062
-90
| -0.5% | -$9.15K | 0.19% | 120 |
|
|
2022
Q4 | $1.99M | Sell |
19,152
-2,496
| -12% | -$255K | 0.19% | 125 |
|
|
2022
Q3 | $1.75M | Buy |
21,648
+785
| +4% | +$66.9K | 0.21% | 122 |
|
|
2022
Q2 | $1.71M | Buy |
20,863
+7
| +0% | +$648 | 0.17% | 142 |
|
|
2022
Q1 | $1.8M | Buy |
20,856
+91
| +0.4% | +$7.66K | 0.15% | 152 |
|
|
2021
Q4 | $1.5M | Sell |
20,765
-1,100
| -5% | -$83.1K | 0.12% | 181 |
|
|
2021
Q3 | $1.53M | Buy |
21,865
+6,362
| +41% | +$461K | 0.13% | 177 |
|
|
2021
Q2 | $1.33M | Sell |
15,503
-3,847
| -20% | -$325K | 0.17% | 146 |
|
|
2021
Q1 | $1.58M | Buy |
19,350
+1,415
| +8% | +$111K | 0.17% | 148 |
|
|
2020
Q4 | $1.25M | Buy |
17,935
+765
| +4% | +$44.9K | 0.16% | 161 |
|
|
2020
Q3 | $918 | Sell |
17,170
-66
| -0.4% | -$4.03K | 0.12% | 189 |
|
|
2020
Q2 | $1.24M | Buy |
17,236
+1,095
| +7% | +$77.5K | 0.2% | 135 |
|
|
2020
Q1 | $866K | Buy |
16,141
+1,729
| +12% | +$141K | 0.18% | 150 |
|
|
2019
Q4 | $1.59M | Buy |
+14,412
| New | +$1.62M | 0.27% | 106 |
|
|
2019
Q2 | – | Sell |
-4,023
| Closed | -$383 | – | 353 |
|
|
2019
Q1 | $383 | Sell |
4,023
-8,509
| -68% | -$809K | 0.1% | 247 |
|
|
2018
Q4 | $1.08M | Buy |
+12,532
| New | +$1.22M | 0.27% | 117 |
|
|
2018
Q3 | – | Sell |
-7,050
| Closed | -$792K | – | 543 |
|
|
2018
Q2 | $792K | Buy |
7,050
+187
| +3% | +$21K | 0.24% | 135 |
|
|
2018
Q1 | $658K | Sell |
6,863
-8,596
| -56% | -$837K | 0.2% | 165 |
|
|
2017
Q4 | $1.56M | Buy |
15,459
+11,120
| +256% | +$1.06M | 0.39% | 75 |
|
|
2017
Q3 | $397K | Buy |
4,339
+6
| +0.1% | +$508 | 0.13% | 237 |
|
|
2017
Q2 | $358K | Buy |
4,333
+1,693
| +64% | +$133K | 0.13% | 238 |
|
|
2017
Q1 | $209K | Buy |
2,640
+301
| +13% | +$24.2K | 0.08% | 307 |
|
|
2016
Q4 | $202K | Buy |
+2,339
| New | +$194K | 0.1% | 281 |
|
Other funds holding PSX
EIM
Koshinski Asset Management's PSX Position: Q2 2026 in Review
Koshinski Asset Management increased its Phillips 66 (PSX) stake by 3.5% in Q2 2026, buying an estimated $101K and bringing the position to 17,066 shares worth $2.89M. The position accounts for 0.15% of the portfolio, ranked #135.
Koshinski Asset Management first reported a position in PSX in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.73B in Q4 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Koshinski Asset Management held 17,066 shares of Phillips 66 worth $2.89M as of Q2 2026.
- Koshinski Asset Management bought 585 Phillips 66 shares in Q2 2026, an estimated $101K.
- Phillips 66 made up 0.15% of Koshinski Asset Management's portfolio in Q2 2026, its #135 holding.
- Koshinski Asset Management first reported a position in Phillips 66 in Q4 2016 and has held it in 36 quarters since.
- Koshinski Asset Management's Phillips 66 position peaked at $1.73B in Q4 2024.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.