NewSquare Capital’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 | $6.49M | Buy |
38,405
+2,117
| +6% | +$364K | 0.48% | 60 |
|
|
2026
Q1 | $6.61M | Sell |
36,288
-517
| -1% | -$81K | 0.57% | 50 |
|
|
2025
Q4 | $4.75M | Sell |
36,805
-15,116
| -29% | -$2.03M | 0.42% | 73 |
|
|
2025
Q3 | $7.06M | Sell |
51,921
-190
| -0.4% | -$24.3K | 0.48% | 68 |
|
|
2025
Q2 | $6.14M | Buy |
52,111
+2,364
| +5% | +$265K | 0.46% | 73 |
|
|
2025
Q1 | $6.06M | Sell |
49,747
-290
| -0.6% | -$35.7K | 0.49% | 64 |
|
|
2024
Q4 | $5.63M | Buy |
50,037
+214
| +0.4% | +$27.2K | 0.45% | 75 |
|
|
2024
Q3 | $6.46M | Sell |
49,823
-611
| -1% | -$82.5K | 0.51% | 63 |
|
|
2024
Q2 | $7.03M | Buy |
50,434
+2,736
| +6% | +$405K | 0.61% | 51 |
|
|
2024
Q1 | $7.68M | Sell |
47,698
-1,209
| -2% | -$174K | 0.68% | 42 |
|
|
2023
Q4 | $6.42M | Buy |
48,907
+794
| +2% | +$94.9K | 0.61% | 54 |
|
|
2023
Q3 | $5.7M | Buy |
48,113
+519
| +1% | +$58.3K | 0.6% | 56 |
|
|
2023
Q2 | $4.54M | Buy |
47,594
+3,190
| +7% | +$310K | 0.47% | 74 |
|
|
2023
Q1 | $4.5M | Buy |
44,404
+3,927
| +10% | +$399K | 0.53% | 71 |
|
|
2022
Q4 | $4.21M | Buy |
40,477
+2,790
| +7% | +$285K | 0.53% | 74 |
|
|
2022
Q3 | $3.04M | Buy |
37,687
+2,768
| +8% | +$236K | 0.38% | 80 |
|
|
2022
Q2 | $2.86M | Buy |
34,919
+2,936
| +9% | +$272K | 0.37% | 89 |
|
|
2022
Q1 | $2.76M | Buy |
31,983
+3,419
| +12% | +$288K | 0.29% | 97 |
|
|
2021
Q4 | $2.07M | Buy |
28,564
+2,475
| +9% | +$187K | 0.22% | 103 |
|
|
2021
Q3 | $1.83M | Sell |
26,089
-5,474
| -17% | -$396K | 0.21% | 104 |
|
|
2021
Q2 | $2.71M | Buy |
31,563
+1,444
| +5% | +$122K | 0.32% | 89 |
|
|
2021
Q1 | $2.46M | Buy |
30,119
+8,595
| +40% | +$674K | 0.32% | 88 |
|
|
2020
Q4 | $1.5M | Sell |
21,524
-45
| -0.2% | -$2.64K | 0.21% | 108 |
|
|
2020
Q3 | $1.12M | Buy |
21,569
+1,290
| +6% | +$78.7K | 0.18% | 100 |
|
|
2020
Q2 | $1.46M | Buy |
20,279
+774
| +4% | +$54.8K | 0.25% | 90 |
|
|
2020
Q1 | $1.05M | Buy |
19,505
+400
| +2% | +$32.6K | 0.19% | 90 |
|
|
2019
Q4 | $2.13M | Buy |
19,105
+979
| +5% | +$110K | 0.35% | 59 |
|
|
2019
Q3 | $1.86M | Buy |
18,126
+454
| +3% | +$45.5K | 0.34% | 58 |
|
|
2019
Q2 | $1.65M | Buy |
17,672
+17,582
| +19,536% | +$1.58M | 0.3% | 68 |
|
|
2019
Q1 | $9K | Hold |
90
| – | – | ﹤0.01% | 252 |
|
|
2018
Q4 | $8K | Buy |
+90
| New | +$8.79K | ﹤0.01% | 240 |
|
|
2017
Q4 | – | Sell |
-37
| Closed | -$3.52K | – | 358 |
|
|
2017
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 299 |
|
|
2017
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 288 |
|
|
2017
Q1 | $3K | Sell |
37
-32
| -46% | -$2.58K | ﹤0.01% | 295 |
|
|
2016
Q4 | $6K | Sell |
69
-24
| -26% | -$2K | ﹤0.01% | 236 |
|
|
2016
Q3 | $7K | Buy |
93
+57
| +158% | +$4.43K | ﹤0.01% | 279 |
|
|
2016
Q2 | $3K | Buy |
+36
| New | +$2.94K | ﹤0.01% | 324 |
|
Other funds holding PSX
ZIC
CCM
MHI
MSRPS
NewSquare Capital's PSX Position: Q2 2026 in Review
NewSquare Capital increased its Phillips 66 (PSX) stake by 5.8% in Q2 2026, buying an estimated $364K and bringing the position to 38,405 shares worth $6.49M. The position accounts for 0.48% of the portfolio, ranked #60.
NewSquare Capital first reported a position in PSX in Q2 2016 and has held it in 37 quarters since. The position peaked at $7.68M in Q1 2024. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- NewSquare Capital held 38,405 shares of Phillips 66 worth $6.49M as of Q2 2026.
- NewSquare Capital bought 2,117 Phillips 66 shares in Q2 2026, an estimated $364K.
- Phillips 66 made up 0.48% of NewSquare Capital's portfolio in Q2 2026, its #60 holding.
- NewSquare Capital first reported a position in Phillips 66 in Q2 2016 and has held it in 37 quarters since.
- NewSquare Capital's Phillips 66 position peaked at $7.68M in Q1 2024.
- 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.