KA
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Kovack Advisors’s Phillips 66 PSX Stock Holding History

Kovack 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
2026
Q2 		$1.03M Sell
6,023
-98
-2% -$16.9K 0.05% 376
2026
Q1 		$1.06M Sell
6,121
-12,877
-68% -$2.02M 0.06% 353
2025
Q4 		$2.45M Buy
18,998
+4,773
+34% +$642K 0.11% 160
2025
Q3 		$1.93M Sell
14,225
-525
-4% -$67.3K 0.18% 105
2025
Q2 		$1.76M Buy
14,750
+426
+3% +$47.7K 0.17% 116
2025
Q1 		$1.77M Buy
14,324
+12,034
+526% +$1.48M 0.19% 106
2024
Q4 		$261K Sell
2,290
-427
-16% -$54.3K 0.03% 499
2024
Q3 		$357K Sell
2,717
-1,723
-39% -$233K 0.04% 395
2024
Q2 		$627K Sell
4,440
-144
-3% -$21.3K 0.07% 255
2024
Q1 		$749K Sell
4,584
-255
-5% -$36.7K 0.09% 188
2023
Q4 		$644K Sell
4,839
-817
-14% -$97.7K 0.08% 247
2023
Q3 		$680K Buy
5,656
+196
+4% +$22K 0.09% 201
2023
Q2 		$521K Buy
5,460
+212
+4% +$20.6K 0.07% 284
2023
Q1 		$532K Sell
5,248
-131
-2% -$13.3K 0.07% 283
2022
Q4 		$560K Buy
5,379
+303
+6% +$31K 0.08% 259
2022
Q3 		$410K Sell
5,076
-191
-4% -$16.3K 0.06% 328
2022
Q2 		$432K Sell
5,267
-265
-5% -$24.5K 0.06% 358
2022
Q1 		$477K Buy
5,532
+1,465
+36% +$123K 0.05% 398
2021
Q4 		$295K Buy
4,067
+111
+3% +$8.39K 0.03% 537
2021
Q3 		$277K Sell
3,956
-98
-2% -$7.09K 0.03% 557
2021
Q2 		$348K Buy
4,054
+172
+4% +$14.5K 0.04% 458
2021
Q1 		$317K Buy
3,882
+320
+9% +$25.1K 0.04% 437
2020
Q4 		$249K Buy
+3,562
New +$209K 0.04% 465
2020
Q3 		– Sell
-4,090
Closed -$294K – 555
2020
Q2 		$294K Sell
4,090
-889
-18% -$62.9K 0.06% 326
2020
Q1 		$267K Buy
4,979
+349
+8% +$28.4K 0.06% 319
2019
Q4 		$516K Sell
4,630
-289
-6% -$32.5K 0.09% 244
2019
Q3 		$504K Buy
4,919
+1,070
+28% +$107K 0.1% 229
2019
Q2 		$360K Sell
3,849
-782
-17% -$70.2K 0.08% 262
2019
Q1 		$441K Buy
4,631
+60
+1% +$5.7K 0.11% 215
2018
Q4 		$394K Sell
4,571
-536
-10% -$52.4K 0.12% 204
2018
Q3 		$576K Sell
5,107
-725
-12% -$83.8K 0.15% 173
2018
Q2 		$655K Sell
5,832
-561
-9% -$63.1K 0.18% 146
2018
Q1 		$613K Buy
6,393
+256
+4% +$24.9K 0.15% 160
2017
Q4 		$621K Buy
6,137
+1,697
+38% +$161K 0.16% 164
2017
Q3 		$407K Sell
4,440
-1,114
-20% -$94.4K 0.14% 184
2017
Q2 		$459K Buy
5,554
+1,033
+23% +$81.1K 0.14% 168
2017
Q1 		$358K Sell
4,521
-24
-0.5% -$1.93K 0.14% 170
2016
Q4 		$393K Buy
4,545
+623
+16% +$51.8K 0.19% 133
2016
Q3 		$316K Buy
+3,922
New +$305K 0.15% 156
2016
Q2 		– Sell
-2,667
Closed -$231K – 297
2016
Q1 		$231K Sell
2,667
-297
-10% -$24.1K 0.14% 184
2015
Q4 		$242K Buy
+2,964
New +$256K 0.16% 162
2015
Q3 		– Sell
-2,681
Closed -$216K – 240
2015
Q2 		$216K Sell
2,681
-100
-4% -$7.95K 0.15% 171
2015
Q1 		$219K Buy
+2,781
New +$204K 0.19% 140

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovack Advisors's PSX Position: Q2 2026 in Review

Kovack Advisors reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $16.9K and leaving 6,023 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #376.

Kovack Advisors first reported a position in PSX in Q1 2015 and has held it in 43 quarters since. The position peaked at $2.45M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kovack Advisors held 6,023 shares of Phillips 66 worth $1.03M as of Q2 2026.
  • Kovack Advisors sold 98 Phillips 66 shares in Q2 2026, an estimated $16.9K.
  • Phillips 66 made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #376 holding.
  • Kovack Advisors first reported a position in Phillips 66 in Q1 2015 and has held it in 43 quarters since.
  • Kovack Advisors's Phillips 66 position peaked at $2.45M in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.