Moneta Group Investment Advisors’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 | $1.31M | Buy |
7,766
+529
| +7% | +$91.1K | 0.01% | 349 |
|
|
2026
Q1 | $1.32M | Sell |
7,237
-2,980
| -29% | -$467K | 0.01% | 326 |
|
|
2025
Q4 | $1.32M | Sell |
10,217
-1,276
| -11% | -$172K | 0.01% | 317 |
|
|
2025
Q3 | $1.56M | Sell |
11,493
-774
| -6% | -$99.2K | 0.01% | 289 |
|
|
2025
Q2 | $1.46M | Buy |
12,267
+626
| +5% | +$70.1K | 0.02% | 257 |
|
|
2025
Q1 | $1.44M | Sell |
11,641
-49
| -0.4% | -$6.04K | 0.02% | 247 |
|
|
2024
Q4 | $1.33M | Buy |
11,690
+309
| +3% | +$39.3K | 0.02% | 253 |
|
|
2024
Q3 | $1.5M | Buy |
11,381
+191
| +2% | +$25.8K | 0.02% | 234 |
|
|
2024
Q2 | $1.58M | Sell |
11,190
-120
| -1% | -$17.8K | 0.03% | 212 |
|
|
2024
Q1 | $1.85M | Buy |
11,310
+1,020
| +10% | +$147K | 0.03% | 196 |
|
|
2023
Q4 | $1.37M | Sell |
10,290
-885
| -8% | -$106K | 0.03% | 202 |
|
|
2023
Q3 | $1.34M | Buy |
11,175
+1,186
| +12% | +$133K | 0.03% | 193 |
|
|
2023
Q2 | $953K | Buy |
9,989
+50
| +0.5% | +$4.86K | 0.02% | 228 |
|
|
2023
Q1 | $1.01M | Sell |
9,939
-228
| -2% | -$23.2K | 0.02% | 211 |
|
|
2022
Q4 | $1.02M | Buy |
10,167
+281
| +3% | +$28.7K | 0.03% | 204 |
|
|
2022
Q3 | $798K | Sell |
9,886
-457
| -4% | -$39K | 0.03% | 210 |
|
|
2022
Q2 | $848K | Buy |
10,343
+6,442
| +165% | +$596K | 0.03% | 229 |
|
|
2022
Q1 | $337K | Buy |
3,901
+313
| +9% | +$26.3K | 0.01% | 342 |
|
|
2021
Q4 | $260K | Sell |
3,588
-10
| -0.3% | -$756 | 0.01% | 407 |
|
|
2021
Q3 | $252K | Buy |
3,598
+126
| +4% | +$9.12K | 0.01% | 392 |
|
|
2021
Q2 | $298K | Buy |
3,472
+87
| +3% | +$7.34K | 0.01% | 367 |
|
|
2021
Q1 | $276K | Buy |
+3,385
| New | +$266K | 0.01% | 353 |
|
|
2020
Q1 | – | Sell |
-1,912
| Closed | -$213K | – | 277 |
|
|
2019
Q4 | $213K | Buy |
+1,912
| New | +$215K | 0.02% | 236 |
|
|
2019
Q3 | – | Sell |
-2,181
| Closed | -$204K | – | 300 |
|
|
2019
Q2 | $204K | Sell |
2,181
-1,528
| -41% | -$137K | 0.02% | 213 |
|
|
2019
Q1 | $353K | Buy |
+3,709
| New | +$353K | 0.04% | 163 |
|
|
2018
Q4 | – | Sell |
-1,952
| Closed | -$220K | – | 239 |
|
|
2018
Q3 | $220K | Sell |
1,952
-551
| -22% | -$63.7K | 0.02% | 211 |
|
|
2018
Q2 | $281K | Buy |
2,503
+452
| +22% | +$50.8K | 0.03% | 213 |
|
|
2018
Q1 | $197K | Buy |
2,051
+948
| +86% | +$92.3K | 0.03% | 199 |
|
|
2017
Q4 | $112K | Buy |
+1,103
| New | +$105K | 0.02% | 234 |
|
|
2015
Q4 | – | Sell |
-434
| Closed | -$33K | – | 343 |
|
|
2015
Q3 | $33K | Buy |
+434
| New | +$34.5K | 0.01% | 272 |
|
Other funds holding PSX
EIM
Moneta Group Investment Advisors's PSX Position: Q2 2026 in Review
Moneta Group Investment Advisors increased its Phillips 66 (PSX) stake by 7.3% in Q2 2026, buying an estimated $91.1K and bringing the position to 7,766 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #349.
Moneta Group Investment Advisors first reported a position in PSX in Q3 2015 and has held it in 30 quarters since. The position peaked at $1.85M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Moneta Group Investment Advisors held 7,766 shares of Phillips 66 worth $1.31M as of Q2 2026.
- Moneta Group Investment Advisors bought 529 Phillips 66 shares in Q2 2026, an estimated $91.1K.
- Phillips 66 made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #349 holding.
- Moneta Group Investment Advisors first reported a position in Phillips 66 in Q3 2015 and has held it in 30 quarters since.
- Moneta Group Investment Advisors's Phillips 66 position peaked at $1.85M in Q1 2024.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.