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Prospera Financial Services’s Phillips 66 PSX Stock Holding History

Prospera Financial Services’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 		$4.82M Sell
28,487
-5,935
-17% -$1.02M 0.07% 294
2026
Q1 		$6.27M Sell
34,422
-39
-0.1% -$6.11K 0.1% 221
2025
Q4 		$4.45M Sell
34,461
-326
-0.9% -$43.9K 0.07% 265
2025
Q3 		$4.73M Sell
34,787
-5,549
-14% -$711K 0.08% 260
2025
Q2 		$4.81M Sell
40,336
-5,596
-12% -$627K 0.09% 232
2025
Q1 		$5.67M Buy
45,932
+15,973
+53% +$1.97M 0.13% 179
2024
Q4 		$3.42M Buy
29,959
+919
+3% +$117K 0.08% 261
2024
Q3 		$3.82M Buy
29,040
+1,849
+7% +$250K 0.1% 227
2024
Q2 		$3.84M Buy
27,191
+1,639
+6% +$243K 0.11% 210
2024
Q1 		$4.18M Buy
25,552
+1,199
+5% +$173K 0.12% 177
2023
Q4 		$3.24M Sell
24,353
-381
-2% -$45.5K 0.11% 222
2023
Q3 		$2.98M Sell
24,734
-2,869
-10% -$322K 0.12% 199
2023
Q2 		$2.63M Buy
27,603
+1,409
+5% +$137K 0.1% 226
2023
Q1 		$2.66M Buy
26,194
+2,221
+9% +$226K 0.11% 226
2022
Q4 		$2.5M Buy
23,973
+4,783
+25% +$489K 0.13% 190
2022
Q3 		$1.55M Sell
19,190
-20,336
-51% -$1.73M 0.08% 274
2022
Q2 		$3.24M Buy
39,526
+23,925
+153% +$2.21M 0.17% 153
2022
Q1 		$1.35M Buy
15,601
+7,819
+100% +$658K 0.06% 355
2021
Q4 		$564K Buy
7,782
+1,482
+24% +$112K 0.02% 538
2021
Q3 		$441K Buy
6,300
+356
+6% +$25.8K 0.02% 564
2021
Q2 		$510K Sell
5,944
-645
-10% -$54.4K 0.03% 530
2021
Q1 		$537K Buy
6,589
+265
+4% +$20.8K 0.03% 472
2020
Q4 		$442K Buy
6,324
+2,618
+71% +$154K 0.03% 442
2020
Q3 		$192K Sell
3,706
-1,496
-29% -$91.3K 0.07% 240
2020
Q2 		$374K Sell
5,202
-4,876
-48% -$345K 0.03% 401
2020
Q1 		$541K Sell
10,078
-23,819
-70% -$1.94M 0.06% 288
2019
Q4 		$3.78M Buy
33,897
+25,188
+289% +$2.83M 0.29% 70
2019
Q3 		$892K Sell
8,709
-1,030
-11% -$103K 0.09% 193
2019
Q2 		$922K Sell
9,739
-797
-8% -$71.5K 0.1% 169
2019
Q1 		$1.03M Buy
10,536
+2,775
+36% +$264K 0.34% 85
2018
Q4 		$681K Buy
7,761
+1,331
+21% +$130K 0.14% 154
2018
Q3 		$737K Buy
6,430
+1,752
+37% +$203K 0.14% 159
2018
Q2 		$523K Buy
4,678
+362
+8% +$40.7K 0.07% 223
2018
Q1 		$415K Buy
4,316
+282
+7% +$27.5K 0.06% 273
2017
Q4 		$409K Buy
4,034
+444
+12% +$42.2K 0.06% 252
2017
Q3 		$330K Buy
3,590
+12
+0.3% +$1.02K 0.05% 305
2017
Q2 		$295K Sell
3,578
-4,269
-54% -$335K 0.05% 314
2017
Q1 		$621K Buy
7,847
+1,970
+34% +$159K 0.11% 160
2016
Q4 		$508K Sell
5,877
-2,293
-28% -$191K 0.1% 178
2016
Q3 		$659K Buy
8,170
+387
+5% +$30.1K 0.13% 139
2016
Q2 		$618K Buy
7,783
+28
+0.4% +$2.29K 0.13% 137
2016
Q1 		$671K Buy
7,755
+747
+11% +$60.7K 0.15% 115
2015
Q4 		$573K Sell
7,008
-13
-0.2% -$1.12K 0.13% 117
2015
Q3 		$524K Sell
7,021
-869
-11% -$69.1K 0.13% 112
2015
Q2 		$620K Buy
7,890
+75
+1% +$5.96K 0.15% 109
2015
Q1 		$599K Buy
7,815
+3,346
+75% +$246K 0.13% 111
2014
Q4 		$320K Buy
4,469
+5
+0.1% +$369 0.08% 202
2014
Q3 		$347K Sell
4,464
-50
-1% -$4.16K 0.09% 173
2014
Q2 		$363K Buy
4,514
+410
+10% +$33.8K 0.1% 166
2014
Q1 		$301K Sell
4,104
-266
-6% -$20.3K 0.1% 165
2013
Q4 		$337K Sell
4,370
-942
-18% -$62.8K 0.11% 149
2013
Q3 		$308K Buy
5,312
+442
+9% +$25.6K 0.12% 150
2013
Q2 		$287K Buy
+4,870
New +$306K 0.13% 159

Other funds holding PSX

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Prospera Financial Services's PSX Position: Q2 2026 in Review

Prospera Financial Services reduced its Phillips 66 (PSX) stake by 17% in Q2 2026, selling an estimated $1.02M and leaving 28,487 shares worth $4.82M. The position accounts for 0.07% of the portfolio, ranked #294.

Prospera Financial Services first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.27M in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Prospera Financial Services held 28,487 shares of Phillips 66 worth $4.82M as of Q2 2026.
  • Prospera Financial Services sold 5,935 Phillips 66 shares in Q2 2026, an estimated $1.02M.
  • Phillips 66 made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #294 holding.
  • Prospera Financial Services first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Phillips 66 position peaked at $6.27M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.