Northeast Financial Consultants’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
32,220
-500
| -2% | -$56K | 0.16% | 73 |
|
|
2025
Q1 | $4.04M | Hold |
32,720
| – | – | 0.18% | 69 |
|
|
2024
Q4 | $3.73M | Hold |
32,720
| – | – | 0.16% | 77 |
|
|
2024
Q3 | $4.3M | Hold |
32,720
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $4.62M | Sell |
32,720
-480
| -1% | -$71K | 0.21% | 64 |
|
|
2024
Q1 | $5.42M | Hold |
33,200
| – | – | 0.27% | 59 |
|
|
2023
Q4 | $4.42M | Hold |
33,200
| – | – | 0.24% | 61 |
|
|
2023
Q3 | $3.99M | Hold |
33,200
| – | – | 0.25% | 59 |
|
|
2023
Q2 | $3.17M | Hold |
33,200
| – | – | 0.19% | 78 |
|
|
2023
Q1 | $3.37M | Hold |
33,200
| – | – | 0.22% | 72 |
|
|
2022
Q4 | $3.46M | Hold |
33,200
| – | – | 0.23% | 68 |
|
|
2022
Q3 | $2.68M | Hold |
33,200
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $2.72M | Sell |
33,200
-8,104
| -20% | -$750K | 0.19% | 78 |
|
|
2022
Q1 | $3.57M | Buy |
41,304
+37,404
| +959% | +$3.15M | 0.21% | 69 |
|
|
2021
Q4 | $283K | Sell |
3,900
-1,450
| -27% | -$110K | 0.02% | 290 |
|
|
2021
Q3 | $375K | Sell |
5,350
-15,370
| -74% | -$1.11M | 0.03% | 257 |
|
|
2021
Q2 | $1.78M | Hold |
20,720
| – | – | 0.12% | 104 |
|
|
2021
Q1 | $1.69M | Hold |
20,720
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $1.45M | Hold |
20,720
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $1.07M | Sell |
20,720
-1,340
| -6% | -$81.8K | 0.1% | 122 |
|
|
2020
Q2 | $1.59M | Buy |
22,060
+4,610
| +26% | +$326K | 0.15% | 86 |
|
|
2020
Q1 | $936K | Hold |
17,450
| – | – | 0.11% | 121 |
|
|
2019
Q4 | $1.94M | Hold |
17,450
| – | – | 0.17% | 85 |
|
|
2019
Q3 | $1.79M | Hold |
17,450
| – | – | 0.18% | 88 |
|
|
2019
Q2 | $1.63M | Hold |
17,450
| – | – | 0.17% | 90 |
|
|
2019
Q1 | $1.66M | Hold |
17,450
| – | – | 0.18% | 82 |
|
|
2018
Q4 | $1.5M | Buy |
+17,450
| New | +$1.7M | 0.21% | 76 |
|
|
2017
Q3 | – | Sell |
-11,500
| Closed | -$951K | – | 151 |
|
|
2017
Q2 | $951K | Sell |
11,500
-375
| -3% | -$29.4K | 0.37% | 52 |
|
|
2017
Q1 | $940K | Hold |
11,875
| – | – | 0.39% | 49 |
|
|
2016
Q4 | $1.03M | Sell |
11,875
-50
| -0.4% | -$4.16K | 0.46% | 44 |
|
|
2016
Q3 | $960K | Hold |
11,925
| – | – | 0.41% | 47 |
|
|
2016
Q2 | $945K | Buy |
11,925
+50
| +0.4% | +$4.08K | 0.42% | 41 |
|
|
2016
Q1 | $1.03M | Hold |
11,875
| – | – | 0.54% | 35 |
|
|
2015
Q4 | $971K | Hold |
11,875
| – | – | 0.5% | 41 |
|
|
2015
Q3 | $912K | Hold |
11,875
| – | – | 0.46% | 42 |
|
|
2015
Q2 | $957K | Sell |
11,875
-500
| -4% | -$39.7K | 0.43% | 46 |
|
|
2015
Q1 | $973K | Buy |
+12,375
| New | +$908K | 0.44% | 46 |
|
Other funds holding PSX
EIM
Northeast Financial Consultants's PSX Position: Q2 2025 in Review
Northeast Financial Consultants reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2025, selling an estimated $56K and leaving 32,220 shares worth $3.84M. The position accounts for 0.16% of the portfolio, ranked #73.
Northeast Financial Consultants first reported a position in PSX in Q1 2015 and has held it in 37 quarters since. The position peaked at $5.42M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.
- Northeast Financial Consultants held 32,220 shares of Phillips 66 worth $3.84M as of Q2 2025.
- Northeast Financial Consultants sold 500 Phillips 66 shares in Q2 2025, an estimated $56K.
- Phillips 66 made up 0.16% of Northeast Financial Consultants's portfolio in Q2 2025, its #73 holding.
- Northeast Financial Consultants first reported a position in Phillips 66 in Q1 2015 and has held it in 37 quarters since.
- Northeast Financial Consultants's Phillips 66 position peaked at $5.42M in Q1 2024.
- 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.