RIA
PSX icon

Regal Investment Advisors’s Phillips 66 PSX Stock Holding History

Regal 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 		$1.07M Buy
6,307
+290
+5% +$49.9K 0.06% 312
2026
Q1 		$1.1M Sell
6,017
-1,386
-19% -$217K 0.06% 275
2025
Q4 		$955K Sell
7,403
-507
-6% -$68.2K 0.06% 289
2025
Q3 		$1.08M Buy
7,910
+417
+6% +$53.4K 0.07% 253
2025
Q2 		$894K Buy
7,493
+943
+14% +$106K 0.07% 252
2025
Q1 		$809K Buy
6,550
+741
+13% +$91.3K 0.07% 244
2024
Q4 		$662K Buy
5,809
+1,331
+30% +$169K 0.05% 282
2024
Q3 		$589K Sell
4,478
-6,391
-59% -$863K 0.04% 324
2024
Q2 		$1.53M Buy
10,869
+356
+3% +$52.7K 0.1% 203
2024
Q1 		$1.72M Sell
10,513
-235
-2% -$33.9K 0.12% 189
2023
Q4 		$1.43M Sell
10,748
-492
-4% -$58.8K 0.11% 189
2023
Q3 		$1.35M Sell
11,240
-9,467
-46% -$1.06M 0.11% 182
2023
Q2 		$1.98M Sell
20,707
-5,194
-20% -$505K 0.17% 147
2023
Q1 		$2.63M Buy
25,901
+23,647
+1,049% +$2.4M 0.23% 121
2022
Q4 		$235K Sell
2,254
-1,584
-41% -$162K 0.02% 425
2022
Q3 		$310K Buy
+3,838
New +$327K 0.03% 358
2022
Q1 		– Sell
-3,430
Closed -$249K – 564
2021
Q4 		$249K Buy
3,430
+485
+16% +$36.7K 0.02% 475
2021
Q3 		$206K Buy
2,945
+436
+17% +$31.6K 0.02% 499
2021
Q2 		$215K Buy
+2,509
New +$212K 0.02% 503
2020
Q3 		– Sell
-3,108
Closed -$223K – 209
2020
Q2 		$223K Buy
+3,108
New +$220K 0.04% 292
2017
Q1 		– Sell
-6,205
Closed -$536K – 273
2016
Q4 		$536K Sell
6,205
-1,872
-23% -$156K 0.15% 155
2016
Q3 		$651K Sell
8,077
-427
-5% -$33.2K 0.18% 138
2016
Q2 		$675K Sell
8,504
-693
-8% -$56.6K 0.19% 136
2016
Q1 		$796K Sell
9,197
-813
-8% -$66.1K 0.22% 118
2015
Q4 		$818K Buy
10,010
+179
+2% +$15.4K 0.21% 121
2015
Q3 		$755K Sell
9,831
-400
-4% -$31.8K 0.2% 125
2015
Q2 		$824K Sell
10,231
-3,150
-24% -$250K 0.22% 109
2015
Q1 		$1.05M Sell
13,381
-1,927
-13% -$141K 0.26% 108
2014
Q4 		$1.1M Sell
15,308
-607
-4% -$44.8K 0.29% 99
2014
Q3 		$1.29M Buy
15,915
+2,983
+23% +$248K 0.39% 75
2014
Q2 		$1.04M Buy
12,932
+2,859
+28% +$236K 0.37% 81
2014
Q1 		$776K Buy
10,073
+1,781
+21% +$136K 0.33% 89
2013
Q4 		$640K Buy
8,292
+7,444
+878% +$497K 0.37% 86
2013
Q3 		$49K Sell
848
-68
-7% -$3.94K 0.03% 303
2013
Q2 		$54K Buy
+916
New +$57.6K 0.03% 285

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

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

Regal Investment Advisors increased its Phillips 66 (PSX) stake by 4.8% in Q2 2026, buying an estimated $49.9K and bringing the position to 6,307 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #312.

Regal Investment Advisors first reported a position in PSX in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.63M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Regal Investment Advisors held 6,307 shares of Phillips 66 worth $1.07M as of Q2 2026.
  • Regal Investment Advisors bought 290 Phillips 66 shares in Q2 2026, an estimated $49.9K.
  • Phillips 66 made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Regal Investment Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 35 quarters since.
  • Regal Investment Advisors's Phillips 66 position peaked at $2.63M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.