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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
2016
Q2 		– Sell
-2
Closed -$1K – 296
2016
Q1 		$1K Buy
+2
New +$163 ﹤0.01% 244

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 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. 864 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.
  • 864 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.