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Laurel Wealth Advisors (North Carolina)’s Phillips 66 PSX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$392K Sell
2,320
-40
-2% -$6.89K 0.04% 161
2026
Q1 		$405K Sell
2,360
-15
-0.6% -$2.35K 0.04% 153
2025
Q4 		$306K Sell
2,375
-16
-0.7% -$2.15K 0.04% 163
2025
Q3 		$325K Hold
2,391
– – 0.05% 158
2025
Q2 		$285K Sell
2,391
-227
-9% -$25.4K 0.04% 166
2025
Q1 		$323K Hold
2,618
– – 0.05% 146
2024
Q4 		$298K Hold
2,618
– – 0.05% 150
2024
Q3 		$344K Sell
2,618
-111
-4% -$15K 0.05% 144
2024
Q2 		$385K Hold
2,729
– – 0.07% 133
2024
Q1 		$446K Hold
2,729
– – 0.08% 128
2023
Q4 		$363K Buy
2,729
+32
+1% +$3.83K 0.07% 132
2023
Q3 		$324K Hold
2,697
– – 0.07% 136
2023
Q2 		$257K Hold
2,697
– – 0.05% 153
2023
Q1 		$273K Buy
2,697
+473
+21% +$48.1K 0.06% 147
2022
Q4 		$231K Sell
2,224
-42
-2% -$4.3K 0.05% 153
2022
Q3 		$183K Hold
2,266
– – 0.05% 161
2022
Q2 		$186K Buy
2,266
+345
+18% +$31.9K 0.05% 161
2022
Q1 		$166K Hold
1,921
– – 0.03% 183
2021
Q4 		$139K Hold
1,921
– – 0.03% 193
2021
Q3 		$135K Sell
1,921
-52
-3% -$3.76K 0.03% 193
2021
Q2 		$169K Buy
1,973
+52
+3% +$4.39K 0.04% 182
2021
Q1 		$157K Buy
1,921
+14
+0.7% +$1.1K 0.04% 176
2020
Q4 		$133K Sell
1,907
-150
-7% -$8.8K 0.03% 176
2020
Q3 		$107K Sell
2,057
-50
-2% -$3.05K 0.03% 175
2020
Q2 		$151K Hold
2,107
– – 0.05% 147
2020
Q1 		$113K Sell
2,107
-57
-3% -$4.64K 0.04% 154
2019
Q4 		$241K Hold
2,164
– – 0.08% 135
2019
Q3 		$222K Hold
2,164
– – 0.08% 135
2019
Q2 		$202K Buy
2,164
+162
+8% +$14.5K 0.07% 139
2019
Q1 		$191K Hold
2,002
– – 0.07% 142
2018
Q4 		$172K Buy
+2,002
New +$196K 0.07% 136

Other funds holding PSX

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PSX Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $6.89K and leaving 2,320 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #161.

Laurel Wealth Advisors (North Carolina) first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $446K in Q1 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 2,320 shares of Phillips 66 worth $392K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 40 Phillips 66 shares in Q2 2026, an estimated $6.89K.
  • Phillips 66 made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #161 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Phillips 66 position peaked at $446K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.