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New Wave Wealth Advisors’s Phillips 66 PSX Stock Holding History

New Wave 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 		– Sell
-1,627
Closed -$201K – 158
2025
Q1 		$201K Buy
1,627
+1
+0.1% +$123 0.09% 130
2024
Q4 		$185K Sell
1,626
-123
-7% -$15.6K 0.08% 140
2024
Q3 		$230K Sell
1,749
-278
-14% -$37.5K 0.11% 128
2024
Q2 		$286K Buy
+2,027
New +$300K 0.15% 100

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

New Wave Wealth Advisors's PSX Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 1,627 shares — an estimated $201K sold.

New Wave Wealth Advisors first reported a position in PSX in Q2 2024 and held it in 4 quarters. The position peaked at $286K in Q2 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • New Wave Wealth Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,627 Phillips 66 shares in Q2 2025, an estimated $201K.
  • New Wave Wealth Advisors first reported a position in Phillips 66 in Q2 2024 and held it in 4 quarters.
  • New Wave Wealth Advisors's Phillips 66 position peaked at $286K in Q2 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.