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Moser Wealth Advisors’s Phillips 66 PSX Stock Holding History

Moser Wealth 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
2025
Q2 		$2.09M Buy
17,541
+661
+4% +$74.1K 1% 23
2025
Q1 		$2.08M Sell
16,880
-340
-2% -$41.9K 1.09% 24
2024
Q4 		$1.96M Sell
17,220
-192
-1% -$24.4K 1.02% 24
2024
Q3 		$2.29M Buy
17,412
+358
+2% +$48.3K 1.19% 22
2024
Q2 		$2.41M Buy
17,054
+333
+2% +$49.3K 1.31% 20
2024
Q1 		$2.73M Buy
16,721
+8
+0% +$1.15K 1.52% 17
2023
Q4 		$2.23M Buy
16,713
+98
+0.6% +$11.7K 1.42% 19
2023
Q3 		$2M Buy
16,615
+9
+0.1% +$1.01K 1.4% 20
2023
Q2 		$1.58M Buy
+16,606
New +$1.61M 1.07% 24
2022
Q4 		$1.8M Sell
17,261
-187
-1% -$19.1K 1.35% 23
2022
Q3 		$1.41M Buy
17,448
+10
+0.1% +$852 1.1% 23
2022
Q2 		$1.43M Sell
17,438
-91
-0.5% -$8.42K 1.06% 23
2022
Q1 		$1.51M Sell
17,529
-90
-0.5% -$7.57K 0.95% 25
2021
Q4 		$1.28M Sell
17,619
-389
-2% -$29.4K 0.77% 33
2021
Q3 		$1.26M Buy
18,008
+757
+4% +$54.8K 0.81% 29
2021
Q2 		$1.48M Sell
17,251
-343
-2% -$29K 0.95% 27
2021
Q1 		$1.44M Buy
17,594
+6
+0% +$471 1.01% 25
2020
Q4 		$1.23M Buy
17,588
+9
+0.1% +$528 0.91% 26
2020
Q3 		$911K Buy
17,579
+2,683
+18% +$164K 0.72% 31
2020
Q2 		$1.07M Sell
14,896
-68
-0.5% -$4.81K 1.02% 25
2020
Q1 		$803K Buy
14,964
+857
+6% +$69.7K 0.93% 27
2019
Q4 		$1.57M Buy
+14,107
New +$1.58M 1.51% 15

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's PSX Position: Q2 2025 in Review

Moser Wealth Advisors increased its Phillips 66 (PSX) stake by 3.9% in Q2 2025, buying an estimated $74.1K and bringing the position to 17,541 shares worth $2.09M. The position accounts for 1% of the portfolio, ranked #23.

Moser Wealth Advisors first reported a position in PSX in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.73M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Moser Wealth Advisors held 17,541 shares of Phillips 66 worth $2.09M as of Q2 2025.
  • Moser Wealth Advisors bought 661 Phillips 66 shares in Q2 2025, an estimated $74.1K.
  • Phillips 66 made up 1% of Moser Wealth Advisors's portfolio in Q2 2025, its #23 holding.
  • Moser Wealth Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Phillips 66 position peaked at $2.73M in Q1 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.