San Luis Wealth Advisors’s Phillips 66 PSX Stock Holding History

San Luis Wealth 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	$1.26M	Sell	7,448 -29,927	-80%	-$5.15M	0.19%	75
2026 Q1	$6.81M	Sell	37,375 -3,664	-9%	-$574K	1.13%	27
2025 Q4	$5.3M	Buy	41,039 +1,931	+5%	+$260K	0.89%	36
2025 Q3	$5.32M	Sell	39,108 -3,541	-8%	-$454K	0.96%	34
2025 Q2	$5.09M	Buy	42,649 +37,743	+769%	+$4.23M	1.09%	30
2025 Q1	$606K	Buy	+4,906	New	+$605K	0.14%	79
2024 Q4	–	Sell	-5,153	Closed	-$677K	–	152
2024 Q3	$677K	Buy	5,153 +2,590	+101%	+$350K	0.14%	78
2024 Q2	$362K	Buy	+2,563	New	+$379K	0.09%	88
2023 Q3	–	Sell	-4,496	Closed	-$429K	–	137
2023 Q2	$429K	Sell	4,496 -11	-0.2%	-$1.07K	0.15%	118
2023 Q1	$457K	Buy	+4,507	New	+$458K	0.18%	112
2022 Q2	–	Sell	-7,937	Closed	-$575K	–	335
2022 Q1	$575K	Buy	+7,937	New	+$668K	0.28%	77
2021 Q4	–	Sell	-15,339	Closed	-$1.07M	–	143
2021 Q3	$1.07M	Buy	+15,339	New	+$1.11M	0.6%	49
2020 Q4	$358K	Buy	+5,121	New	+$301K	0.23%	103

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

San Luis Wealth Advisors's PSX Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Phillips 66 (PSX) stake by 80% in Q2 2026, selling an estimated $5.15M and leaving 7,448 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #75.

San Luis Wealth Advisors first reported a position in PSX in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.81M in Q1 2026. 2,101 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

San Luis Wealth Advisors held 7,448 shares of Phillips 66 worth $1.26M as of Q2 2026.
San Luis Wealth Advisors sold 29,927 Phillips 66 shares in Q2 2026, an estimated $5.15M.
Phillips 66 made up 0.19% of San Luis Wealth Advisors's portfolio in Q2 2026, its #75 holding.
San Luis Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 13 quarters since.
San Luis Wealth Advisors's Phillips 66 position peaked at $6.81M in Q1 2026.
2,101 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.