OneDigital Investment Advisors’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 | $4.81M | Buy |
28,469
+664
| +2% | +$114K | 0.04% | 313 |
|
|
2026
Q1 | $5.07M | Sell |
27,805
-1,034
| -4% | -$162K | 0.05% | 278 |
|
|
2025
Q4 | $3.72M | Buy |
28,839
+805
| +3% | +$108K | 0.04% | 324 |
|
|
2025
Q3 | $3.81M | Sell |
28,034
-259
| -0.9% | -$33.2K | 0.04% | 296 |
|
|
2025
Q2 | $3.38M | Sell |
28,293
-342
| -1% | -$38.3K | 0.04% | 305 |
|
|
2025
Q1 | $3.54M | Sell |
28,635
-117
| -0.4% | -$14.4K | 0.04% | 289 |
|
|
2024
Q4 | $3.28M | Sell |
28,752
-2,074
| -7% | -$264K | 0.04% | 317 |
|
|
2024
Q3 | $4.05M | Sell |
30,826
-2,593
| -8% | -$350K | 0.05% | 280 |
|
|
2024
Q2 | $4.72M | Buy |
33,419
+4,449
| +15% | +$659K | 0.06% | 244 |
|
|
2024
Q1 | $4.73M | Buy |
28,970
+723
| +3% | +$104K | 0.07% | 209 |
|
|
2023
Q4 | $3.76M | Sell |
28,247
-1,081
| -4% | -$129K | 0.07% | 218 |
|
|
2023
Q3 | $3.52M | Buy |
29,328
+1,099
| +4% | +$123K | 0.08% | 191 |
|
|
2023
Q2 | $2.69M | Sell |
28,229
-41
| -0.1% | -$3.99K | 0.06% | 223 |
|
|
2023
Q1 | $2.87M | Buy |
28,270
+14
| +0% | +$1.42K | 0.07% | 217 |
|
|
2022
Q4 | $2.94M | Sell |
28,256
-191
| -0.7% | -$19.5K | 0.09% | 193 |
|
|
2022
Q3 | $2.3M | Buy |
28,447
+550
| +2% | +$46.9K | 0.09% | 171 |
|
|
2022
Q2 | $2.29M | Sell |
27,897
-218
| -0.8% | -$20.2K | 0.1% | 141 |
|
|
2022
Q1 | $2.43M | Sell |
28,115
-228
| -0.8% | -$19.2K | 0.09% | 148 |
|
|
2021
Q4 | $2.05M | Sell |
28,343
-183
| -0.6% | -$13.8K | 0.07% | 166 |
|
|
2021
Q3 | $2M | Sell |
28,526
-347
| -1% | -$25.1K | 0.08% | 162 |
|
|
2021
Q2 | $2.48M | Buy |
28,873
+15
| +0.1% | +$1.27K | 0.1% | 132 |
|
|
2021
Q1 | $2.35M | Sell |
28,858
-315
| -1% | -$24.7K | 0.11% | 131 |
|
|
2020
Q4 | $2.04M | Sell |
29,173
-119
| -0.4% | -$6.99K | 0.11% | 138 |
|
|
2020
Q3 | $1.52M | Sell |
29,292
-963
| -3% | -$58.8K | 0.1% | 157 |
|
|
2020
Q2 | $2.17M | Buy |
30,255
+122
| +0.4% | +$8.64K | 0.16% | 124 |
|
|
2020
Q1 | $1.62M | Buy |
30,133
+154
| +0.5% | +$12.5K | 0.14% | 142 |
|
|
2019
Q4 | $3.34M | Buy |
29,979
+1,884
| +7% | +$212K | 0.26% | 83 |
|
|
2019
Q3 | $2.88M | Sell |
28,095
-25,054
| -47% | -$2.51M | 0.26% | 88 |
|
|
2019
Q2 | $4.97M | Buy |
53,149
+24,915
| +88% | +$2.24M | 0.38% | 47 |
|
|
2019
Q1 | $2.69M | Buy |
28,234
+2,056
| +8% | +$195K | 0.39% | 59 |
|
|
2018
Q4 | $2.25M | Sell |
26,178
-1,221
| -4% | -$119K | 0.38% | 62 |
|
|
2018
Q3 | $3.09M | Sell |
27,399
-39
| -0.1% | -$4.51K | 0.72% | 26 |
|
|
2018
Q2 | $3.08M | Sell |
27,438
-815
| -3% | -$91.6K | 0.65% | 27 |
|
|
2018
Q1 | $2.71M | Sell |
28,253
-224
| -0.8% | -$21.8K | 0.6% | 36 |
|
|
2017
Q4 | $2.88M | Buy |
28,477
+3,129
| +12% | +$297K | 0.33% | 33 |
|
|
2017
Q3 | $2.32M | Sell |
25,348
-2,375
| -9% | -$201K | 0.85% | 20 |
|
|
2017
Q2 | $2.29M | Buy |
+27,723
| New | +$2.18M | 0.68% | 30 |
|
Other funds holding PSX
EIM
OneDigital Investment Advisors's PSX Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Phillips 66 (PSX) stake by 2.4% in Q2 2026, buying an estimated $114K and bringing the position to 28,469 shares worth $4.81M. The position accounts for 0.04% of the portfolio, ranked #313.
OneDigital Investment Advisors first reported a position in PSX in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.07M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- OneDigital Investment Advisors held 28,469 shares of Phillips 66 worth $4.81M as of Q2 2026.
- OneDigital Investment Advisors bought 664 Phillips 66 shares in Q2 2026, an estimated $114K.
- Phillips 66 made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #313 holding.
- OneDigital Investment Advisors first reported a position in Phillips 66 in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Phillips 66 position peaked at $5.07M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.