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Private Advisor Group’s Phillips 66 PSX Stock Holding History

Private Advisor Group’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
Q2 		$4.94M Sell
29,249
-3,822
-12% -$658K 0.02% 630
2026
Q1 		$6.02M Buy
33,071
+513
+2% +$80.4K 0.03% 571
2025
Q4 		$4.2M Sell
32,558
-1,287
-4% -$173K 0.02% 692
2025
Q3 		$4.6M Sell
33,845
-1,614
-5% -$207K 0.02% 651
2025
Q2 		$4.23M Sell
35,459
-120
-0.3% -$13.4K 0.02% 634
2025
Q1 		$4.39M Sell
35,579
-1,311
-4% -$162K 0.03% 582
2024
Q4 		$4.2M Buy
36,890
+1,975
+6% +$251K 0.02% 580
2024
Q3 		$4.59M Sell
34,915
-8,104
-19% -$1.09M 0.03% 565
2024
Q2 		$6.07M Sell
43,019
-2,353
-5% -$348K 0.04% 421
2024
Q1 		$7.41M Sell
45,372
-222
-0.5% -$32K 0.05% 340
2023
Q4 		$6.07M Buy
45,594
+3,581
+9% +$428K 0.05% 361
2023
Q3 		$5.05M Buy
42,013
+614
+1% +$68.9K 0.05% 389
2023
Q2 		$4.25M Sell
41,399
-343
-0.8% -$33.3K 0.04% 458
2023
Q1 		$4.23M Buy
41,742
+977
+2% +$99.3K 0.04% 435
2022
Q4 		$2.01M Buy
40,765
+614
+2% +$62.8K 0.1% 208
2022
Q3 		$3.24M Buy
40,151
+4,544
+13% +$387K 0.04% 455
2022
Q2 		$2.92M Buy
35,607
+2,108
+6% +$195K 0.03% 600
2022
Q1 		$2.89M Buy
33,499
+4,317
+15% +$363K 0.02% 643
2021
Q4 		$2.12M Sell
29,182
-12,612
-30% -$953K 0.02% 786
2021
Q3 		$2.93M Buy
41,794
+14,881
+55% +$1.08M 0.02% 735
2021
Q2 		$2.31M Buy
26,913
+1,208
+5% +$102K 0.02% 712
2021
Q1 		$2.1M Buy
25,705
+1,256
+5% +$98.5K 0.02% 700
2020
Q4 		$1.71M Sell
24,449
-1,810
-7% -$106K 0.02% 712
2020
Q3 		$1.45M Sell
26,259
-1,874
-7% -$114K 0.02% 657
2020
Q2 		$2.02M Buy
28,133
+3,800
+16% +$269K 0.03% 534
2020
Q1 		$1.3M Sell
24,333
-2,528
-9% -$206K 0.02% 574
2019
Q4 		$2.99M Sell
26,861
-1,348
-5% -$151K 0.05% 405
2019
Q3 		$2.94M Buy
28,209
+4,145
+17% +$415K 0.05% 418
2019
Q2 		$2.25M Buy
24,064
+1,180
+5% +$106K 0.04% 443
2019
Q1 		$2.18M Buy
22,884
+535
+2% +$50.9K 0.04% 419
2018
Q4 		$1.93M Sell
22,349
-1,659
-7% -$162K 0.05% 397
2018
Q3 		$2.71M Buy
24,008
+5,144
+27% +$595K 0.06% 342
2018
Q2 		$2.09M Buy
18,864
+6,258
+50% +$704K 0.03% 270
2018
Q1 		$1.21M Sell
12,606
-15,483
-55% -$1.51M 0.05% 363
2017
Q4 		$2.86M Sell
28,089
-8,303
-23% -$789K 0.12% 172
2017
Q3 		$3.38M Buy
36,392
+1,127
+3% +$95.5K 0.08% 248
2017
Q2 		$2.91M Sell
35,265
-45,429
-56% -$3.57M 0.08% 253
2017
Q1 		$2.44M Buy
80,694
+49,287
+157% +$3.97M 0.07% 291
2016
Q4 		$2.67M Buy
31,407
+3,671
+13% +$305K 0.09% 239
2016
Q3 		$2.21M Sell
27,736
-1,272
-4% -$98.9K 0.09% 236
2016
Q2 		$2.22M Sell
29,008
-3,201
-10% -$261K 0.09% 221
2016
Q1 		$2.79M Sell
32,209
-1,684
-5% -$137K 0.14% 163
2015
Q4 		$2.77M Buy
33,893
+13,437
+66% +$1.16M 0.13% 168
2015
Q3 		$1.57M Buy
20,456
+1,870
+10% +$149K 0.09% 260
2015
Q2 		$1.5M Sell
18,586
-281
-1% -$22.3K 0.07% 286
2015
Q1 		$1.48M Sell
18,867
-1,120
-6% -$82.2K 0.09% 266
2014
Q4 		$1.43M Sell
19,987
-2,595
-11% -$191K 0.09% 260
2014
Q3 		$1.84M Buy
22,582
+3,120
+16% +$260K 0.13% 181
2014
Q2 		$1.56M Buy
19,462
+2,896
+17% +$239K 0.13% 172
2014
Q1 		$1.28M Buy
16,566
+2,382
+17% +$181K 0.13% 181
2013
Q4 		$1.09M Buy
+14,184
New +$946K 0.12% 205

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's PSX Position: Q2 2026 in Review

Private Advisor Group reduced its Phillips 66 (PSX) stake by 12% in Q2 2026, selling an estimated $658K and leaving 29,249 shares worth $4.94M. The position accounts for 0.02% of the portfolio, ranked #630.

Private Advisor Group first reported a position in PSX in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.41M in Q1 2024. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Advisor Group held 29,249 shares of Phillips 66 worth $4.94M as of Q2 2026.
  • Private Advisor Group sold 3,822 Phillips 66 shares in Q2 2026, an estimated $658K.
  • Phillips 66 made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #630 holding.
  • Private Advisor Group first reported a position in Phillips 66 in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Phillips 66 position peaked at $7.41M in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.