NWAM LLC’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
Q1 | $744K | Buy |
4,085
+759
| +23% | +$119K | 0.04% | 330 |
|
|
2025
Q4 | $465K | Buy |
3,326
+236
| +8% | +$31.8K | 0.03% | 407 |
|
|
2025
Q3 | $404K | Sell |
3,090
-92
| -3% | -$11.8K | 0.02% | 458 |
|
|
2025
Q2 | $393K | Sell |
3,182
-406
| -11% | -$45.5K | 0.02% | 453 |
|
|
2025
Q1 | $443K | Sell |
3,588
-288
| -7% | -$35.5K | 0.04% | 342 |
|
|
2024
Q4 | $442K | Buy |
3,876
+85
| +2% | +$10.8K | 0.03% | 398 |
|
|
2024
Q3 | $498K | Buy |
+3,791
| New | +$512K | 0.03% | 381 |
|
|
2024
Q2 | – | Sell |
-5,086
| Closed | -$742K | – | 425 |
|
|
2024
Q1 | $742K | Sell |
5,086
-200
| -4% | -$28.8K | 0.06% | 264 |
|
|
2023
Q4 | $704K | Sell |
5,286
-109
| -2% | -$13K | 0.06% | 286 |
|
|
2023
Q3 | $648K | Buy |
5,395
+232
| +4% | +$26K | 0.07% | 257 |
|
|
2023
Q2 | $492K | Buy |
5,163
+1,042
| +25% | +$101K | 0.04% | 333 |
|
|
2023
Q1 | $418K | Sell |
4,121
-458
| -10% | -$46.6K | 0.04% | 312 |
|
|
2022
Q4 | $477K | Sell |
4,579
-2,069
| -31% | -$212K | 0.04% | 322 |
|
|
2022
Q3 | $537K | Sell |
6,648
-2,707
| -29% | -$231K | 0.05% | 286 |
|
|
2022
Q2 | $753K | Buy |
9,355
+3,044
| +48% | +$282K | 0.07% | 241 |
|
|
2022
Q1 | $545K | Sell |
6,311
-3,095
| -33% | -$260K | 0.04% | 313 |
|
|
2021
Q4 | $682K | Sell |
9,406
-7,512
| -44% | -$568K | 0.05% | 269 |
|
|
2021
Q3 | $1.19M | Buy |
16,918
+2,754
| +19% | +$199K | 0.11% | 197 |
|
|
2021
Q2 | $1.22M | Buy |
+14,164
| New | +$1.2M | 0.11% | 185 |
|
|
2017
Q4 | – | Sell |
-2,622
| Closed | -$240K | – | 339 |
|
|
2017
Q3 | $240K | Sell |
2,622
-376
| -13% | -$31.8K | 0.06% | 268 |
|
|
2017
Q2 | $248K | Sell |
2,998
-443
| -13% | -$34.8K | 0.04% | 256 |
|
|
2017
Q1 | $273K | Buy |
3,441
+350
| +11% | +$28.2K | 0.08% | 230 |
|
|
2016
Q4 | $267K | Buy |
3,091
+185
| +6% | +$15.4K | 0.09% | 222 |
|
|
2016
Q3 | $234K | Sell |
2,906
-327
| -10% | -$25.4K | 0.02% | 229 |
|
|
2016
Q2 | $257K | Sell |
3,233
-154
| -5% | -$12.6K | 0.1% | 192 |
|
|
2016
Q1 | $293K | Buy |
3,387
+124
| +4% | +$10.1K | 0.12% | 176 |
|
|
2015
Q4 | $267K | Buy |
3,263
+263
| +9% | +$22.7K | 0.11% | 181 |
|
|
2015
Q3 | $261K | Hold |
3,000
| – | – | 0.22% | 105 |
|
|
2015
Q2 | $262K | Sell |
3,000
-170
| -5% | -$13.5K | 0.11% | 184 |
|
|
2015
Q1 | $249K | Buy |
3,170
+25
| +0.8% | +$1.83K | 0.11% | 194 |
|
|
2014
Q4 | $225K | Sell |
3,145
-472
| -13% | -$34.8K | 0.1% | 199 |
|
|
2014
Q3 | $294K | Sell |
3,617
-1,348
| -27% | -$112K | 0.1% | 195 |
|
|
2014
Q2 | $399K | Sell |
4,965
-123
| -2% | -$10.1K | 0.12% | 169 |
|
|
2014
Q1 | $392K | Buy |
5,088
+1,249
| +33% | +$95.1K | 0.13% | 152 |
|
|
2013
Q4 | $296K | Sell |
3,839
-2,187
| -36% | -$146K | 0.16% | 127 |
|
|
2013
Q3 | $348K | Buy |
6,026
+111
| +2% | +$6.43K | 0.17% | 119 |
|
|
2013
Q2 | $348K | Buy |
+5,915
| New | +$372K | 0.18% | 116 |
|
Other funds holding PSX
VCM
VPM
EIM
NWAM LLC's PSX Position: Q1 2026 in Review
NWAM LLC increased its Phillips 66 (PSX) stake by 23% in Q1 2026, buying an estimated $119K and bringing the position to 4,085 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #330.
NWAM LLC first reported a position in PSX in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.22M in Q2 2021. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- NWAM LLC held 4,085 shares of Phillips 66 worth $744K as of Q1 2026.
- NWAM LLC bought 759 Phillips 66 shares in Q1 2026, an estimated $119K.
- Phillips 66 made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #330 holding.
- NWAM LLC first reported a position in Phillips 66 in Q2 2013 and has held it in 37 quarters since.
- NWAM LLC's Phillips 66 position peaked at $1.22M in Q2 2021.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.