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Realta Investment Advisors’s Phillips 66 PSX Stock Holding History

Realta Investment Advisors’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 		– Sell
-1,170
Closed -$213K – 402
2026
Q1 		$213K Buy
+1,170
New +$183K 0.07% 191
2025
Q2 		– Sell
-1,742
Closed -$215K – 330
2025
Q1 		$215K Sell
1,742
-353
-17% -$43.5K 0.1% 162
2024
Q4 		$243K Sell
2,095
-1,915
-48% -$244K 0.1% 171
2024
Q3 		$543K Buy
4,010
+931
+30% +$126K 0.25% 101
2024
Q2 		$435K Sell
3,079
-612
-17% -$90.6K 0.09% 254
2024
Q1 		$603K Sell
3,691
-2,845
-44% -$410K 0.12% 199
2023
Q4 		$870K Buy
6,536
+2,535
+63% +$303K 0.2% 134
2023
Q3 		$382K Sell
4,001
-285
-7% -$32K 0.09% 249
2023
Q2 		$409K Buy
4,286
+34
+0.8% +$3.31K 0.09% 247
2023
Q1 		$431K Sell
4,252
-1,000
-19% -$102K 0.1% 227
2022
Q4 		$547K Buy
+5,252
New +$537K 0.13% 189
2022
Q2 		– Sell
-2,398
Closed -$207K – 430
2022
Q1 		$207K Buy
+2,398
New +$202K 0.04% 389
2021
Q3 		– Sell
-2,408
Closed -$207K – 421
2021
Q2 		$207K Buy
+2,408
New +$203K 0.05% 371
2020
Q1 		– Sell
-2,239
Closed -$256K – 1122
2019
Q4 		$256K Sell
2,239
-450
-17% -$50.6K 0.07% 288
2019
Q3 		$276K Sell
2,689
-255
-9% -$25.6K 0.07% 270
2019
Q2 		$276K Buy
2,944
+1,047
+55% +$93.9K 0.08% 272
2019
Q1 		$181K Buy
+1,897
New +$180K 0.08% 290

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Realta Investment Advisors's PSX Position: Q2 2026 in Review

Realta Investment Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,170 shares — an estimated $213K sold.

Realta Investment Advisors first reported a position in PSX in Q1 2019 and held it in 17 quarters. The position peaked at $870K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Realta Investment Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 1,170 Phillips 66 shares in Q2 2026, an estimated $213K.
  • Realta Investment Advisors first reported a position in Phillips 66 in Q1 2019 and held it in 17 quarters.
  • Realta Investment Advisors's Phillips 66 position peaked at $870K in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.