Level Four Advisory Services’s Phillips 66 PSX Stock Holding History

Level Four Advisory Services’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 Q1	$8.01M	Sell	43,985 -4,056	-8%	-$636K	0.26%	93
2025 Q4	$6.2M	Buy	48,041 +3,003	+7%	+$404K	0.2%	130
2025 Q3	$6.13M	Sell	45,038 -2,550	-5%	-$327K	0.21%	128
2025 Q2	$5.68M	Buy	47,588 +4,281	+10%	+$480K	0.21%	137
2025 Q1	$5.35M	Buy	43,307 +5,849	+16%	+$721K	0.22%	139
2024 Q4	$4.27M	Buy	37,458 +827	+2%	+$105K	0.17%	157
2024 Q3	$4.46M	Buy	36,631 +26	+0.1%	+$3.51K	0.19%	157
2024 Q2	$5.17M	Sell	36,605 -7,459	-17%	-$1.1M	0.23%	119
2024 Q1	$5.87M	Buy	44,064 +2,121	+5%	+$306K	0.32%	69
2023 Q4	$5.58M	Sell	41,943 -6,882	-14%	-$823K	0.31%	73
2023 Q3	$5.87M	Buy	48,825 +5,074	+12%	+$569K	0.38%	57
2023 Q2	$4.17M	Sell	43,751 -47	-0.1%	-$4.57K	0.25%	96
2023 Q1	$4.44M	Buy	43,798 +1,873	+4%	+$190K	0.29%	76
2022 Q4	$4.36M	Sell	41,925 -1,272	-3%	-$130K	0.32%	72
2022 Q3	$3.49M	Buy	43,197 +364	+0.8%	+$31K	0.34%	80
2022 Q2	$3.51M	Sell	42,833 -699	-2%	-$64.7K	0.33%	84
2022 Q1	$3.76M	Buy	43,532 +2,010	+5%	+$169K	0.29%	92
2021 Q4	$3.01M	Buy	41,522 +13,706	+49%	+$1.04M	0.23%	115
2021 Q3	$1.95M	Buy	27,816 +1,691	+6%	+$122K	0.2%	126
2021 Q2	$2.24M	Buy	26,125 +743	+3%	+$62.7K	0.16%	153
2021 Q1	$2.07M	Buy	25,382 +10,328	+69%	+$810K	0.16%	151
2020 Q4	$1.05M	Sell	15,054 -4,521	-23%	-$265K	0.08%	236
2020 Q3	$1.01M	Buy	19,575 +127	+0.7%	+$7.75K	0.08%	239
2020 Q2	$1.4M	Sell	19,448 -78	-0.4%	-$5.52K	0.11%	196
2020 Q1	$1.05M	Sell	19,526 -1,265	-6%	-$103K	0.13%	194
2019 Q4	$9.67M	Buy	20,791 +3,147	+18%	+$354K	0.38%	81
2019 Q3	$1.81M	Buy	17,644 +1,925	+12%	+$193K	0.19%	127
2019 Q2	$1.47M	Sell	15,719 -247	-2%	-$22.2K	0.15%	149
2019 Q1	$1.52M	Buy	15,966 +2,462	+18%	+$234K	0.17%	142
2018 Q4	$1.16M	Buy	13,504 +624	+5%	+$61K	0.15%	153
2018 Q3	$1.45M	Sell	12,880 -1,929	-13%	-$223K	0.16%	149
2018 Q2	$1.66M	Buy	14,809 +158	+1%	+$17.8K	0.12%	166
2018 Q1	$1.41M	Buy	14,651 +1,214	+9%	+$118K	0.11%	175
2017 Q4	$1.36M	Sell	13,437 -437	-3%	-$41.5K	0.11%	179
2017 Q3	$1.27M	Buy	13,874 +2,468	+22%	+$209K	0.11%	174
2017 Q2	$885K	Sell	11,406 -3,895	-25%	-$306K	0.14%	161
2017 Q1	$1.19M	Sell	15,301 -686	-4%	-$55.3K	0.12%	175
2016 Q4	$1.38M	Buy	+15,987	New	+$1.33M	0.18%	128

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Level Four Advisory Services's PSX Position: Q1 2026 in Review

Level Four Advisory Services reduced its Phillips 66 (PSX) stake by 8.4% in Q1 2026, selling an estimated $636K and leaving 43,985 shares worth $8.01M. The position accounts for 0.26% of the portfolio, ranked #93.

Level Four Advisory Services first reported a position in PSX in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.67M in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Level Four Advisory Services held 43,985 shares of Phillips 66 worth $8.01M as of Q1 2026.
Level Four Advisory Services sold 4,056 Phillips 66 shares in Q1 2026, an estimated $636K.
Phillips 66 made up 0.26% of Level Four Advisory Services's portfolio in Q1 2026, its #93 holding.
Level Four Advisory Services first reported a position in Phillips 66 in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Phillips 66 position peaked at $9.67M in Q4 2019.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.