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NewEdge Advisors’s Phillips 66 PSX Stock Holding History

NewEdge 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
2026
Q1 		$150M Sell
824,364
-172,591
-17% -$27M 0.54% 34
2025
Q4 		$129M Buy
996,955
+877,131
+732% +$118M 0.47% 44
2025
Q3 		$16.3M Buy
119,824
+3,703
+3% +$474K 0.07% 262
2025
Q2 		$13.9M Buy
116,121
+34,596
+42% +$3.88M 0.07% 279
2025
Q1 		$10.1M Buy
81,525
+2,661
+3% +$328K 0.06% 321
2024
Q4 		$8.98M Sell
78,864
-5,333
-6% -$678K 0.05% 336
2024
Q3 		$11.1M Sell
84,197
-23,067
-22% -$3.11M 0.07% 267
2024
Q2 		$15.1M Buy
107,264
+22,382
+26% +$3.31M 0.11% 185
2024
Q1 		$13.9M Sell
84,882
-5,500
-6% -$793K 0.12% 177
2023
Q4 		$11.9M Buy
90,382
+8,706
+11% +$1.04M 0.11% 185
2023
Q3 		$9.81M Buy
81,676
+242
+0.3% +$27.2K 0.11% 189
2023
Q2 		$7.77M Buy
81,434
+6,037
+8% +$587K 0.09% 231
2023
Q1 		$7.61M Buy
75,397
+4,609
+7% +$469K 0.1% 222
2022
Q4 		$3.69M Buy
70,788
+25,449
+56% +$2.6M 0.1% 222
2022
Q3 		$3.66M Sell
45,339
-6,756
-13% -$576K 0.06% 293
2022
Q2 		$4.27M Buy
52,095
+6,481
+14% +$600K 0.07% 268
2022
Q1 		$3.94M Buy
45,614
+4,048
+10% +$341K 0.06% 282
2021
Q4 		$3.01M Buy
41,566
+29,931
+257% +$2.26M 0.05% 343
2021
Q3 		$815K Sell
11,635
-1,541
-12% -$112K 0.02% 593
2021
Q2 		$1.13M Buy
13,176
+1,021
+8% +$86.2K 0.03% 465
2021
Q1 		$991K Sell
12,155
-2,065
-15% -$162K 0.03% 459
2020
Q4 		$995K Sell
14,220
-2,126
-13% -$125K 0.03% 419
2020
Q3 		$847K Sell
16,346
-7,615
-32% -$465K 0.03% 427
2020
Q2 		$1.72M Sell
23,961
-1,049
-4% -$74.3K 0.07% 248
2020
Q1 		$1.34M Sell
25,010
-2,004
-7% -$163K 0.06% 256
2019
Q4 		$3.01M Buy
27,014
+655
+2% +$73.6K 0.12% 180
2019
Q3 		$2.72M Buy
26,359
+1,871
+8% +$188K 0.12% 171
2019
Q2 		$2.29M Buy
24,488
+1,137
+5% +$102K 0.14% 156
2019
Q1 		$2.22M Sell
23,351
-1,879
-7% -$179K 0.14% 158
2018
Q4 		$2.17K Buy
25,230
+526
+2% +$51.4K 0.14% 148
2018
Q3 		$2.79M Buy
24,704
+3,037
+14% +$351K 0.21% 111
2018
Q2 		$2.4K Buy
21,667
+2,580
+14% +$290K 0.22% 108
2018
Q1 		$1.81M Buy
19,087
+1,019
+6% +$99.2K 0.21% 106
2017
Q4 		$1.84M Sell
18,068
-1,027
-5% -$97.6K 0.25% 90
2017
Q3 		$1.78M Sell
19,095
-3,206
-14% -$272K 0.28% 88
2017
Q2 		$1.84M Buy
22,301
+3,382
+18% +$266K 0.32% 75
2017
Q1 		$1.47M Buy
18,919
+6,489
+52% +$523K 0.33% 77
2016
Q4 		$1.05M Buy
12,430
+3,779
+44% +$314K 0.29% 78
2016
Q3 		$696K Buy
8,651
+2,622
+43% +$204K 0.22% 94
2016
Q2 		$478K Buy
+6,029
New +$492K 0.2% 94

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Advisors's PSX Position: Q1 2026 in Review

NewEdge Advisors reduced its Phillips 66 (PSX) stake by 17% in Q1 2026, selling an estimated $27M and leaving 824,364 shares worth $150M. The position accounts for 0.54% of the portfolio, ranked #34.

NewEdge Advisors first reported a position in PSX in Q2 2016 and has held it in 40 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • NewEdge Advisors held 824,364 shares of Phillips 66 worth $150M as of Q1 2026.
  • NewEdge Advisors sold 172,591 Phillips 66 shares in Q1 2026, an estimated $27M.
  • Phillips 66 made up 0.54% of NewEdge Advisors's portfolio in Q1 2026, its #34 holding.
  • NewEdge Advisors first reported a position in Phillips 66 in Q2 2016 and has held it in 40 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.