SeaCrest Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $350K | Sell |
2,070
-391
| -16% | -$67.3K | 0.04% | 376 |
|
|
2026
Q1 | $448K | Sell |
2,461
-765
| -24% | -$120K | 0.05% | 354 |
|
|
2025
Q4 | $445K | Buy |
3,226
+194
| +6% | +$26.1K | 0.05% | 351 |
|
|
2025
Q3 | $398K | Sell |
3,032
-551
| -15% | -$70.6K | 0.04% | 375 |
|
|
2025
Q2 | $427K | Sell |
3,583
-248
| -6% | -$27.8K | 0.05% | 355 |
|
|
2025
Q1 | $473K | Buy |
3,831
+32
| +0.8% | +$3.94K | 0.05% | 345 |
|
|
2024
Q4 | $433K | Sell |
3,799
-1,288
| -25% | -$164K | 0.05% | 381 |
|
|
2024
Q3 | $669K | Sell |
5,087
-2,836
| -36% | -$383K | 0.07% | 278 |
|
|
2024
Q2 | $1.12M | Sell |
7,923
-42
| -0.5% | -$6.22K | 0.13% | 159 |
|
|
2024
Q1 | $1.3M | Sell |
7,965
-799
| -9% | -$115K | 0.16% | 135 |
|
|
2023
Q4 | $1.19M | Sell |
8,764
-20
| -0.2% | -$2.39K | 0.15% | 140 |
|
|
2023
Q3 | $1.06M | Sell |
8,784
-797
| -8% | -$89.5K | 0.14% | 157 |
|
|
2023
Q2 | $914K | Sell |
9,581
-628
| -6% | -$61K | 0.12% | 184 |
|
|
2023
Q1 | $1.03M | Buy |
10,209
+717
| +8% | +$72.9K | 0.14% | 154 |
|
|
2022
Q4 | $988K | Sell |
9,492
-1,167
| -11% | -$119K | 0.14% | 166 |
|
|
2022
Q3 | $860K | Buy |
10,659
+12
| +0.1% | +$1.02K | 0.13% | 174 |
|
|
2022
Q2 | $873K | Buy |
10,647
+4,438
| +71% | +$411K | 0.11% | 189 |
|
|
2022
Q1 | $536K | Buy |
6,209
+1,030
| +20% | +$86.7K | 0.06% | 333 |
|
|
2021
Q4 | $375K | Buy |
5,179
+64
| +1% | +$4.84K | 0.04% | 445 |
|
|
2021
Q3 | $358K | Sell |
5,115
-175
| -3% | -$12.7K | 0.04% | 440 |
|
|
2021
Q2 | $454K | Sell |
5,290
-152
| -3% | -$12.8K | 0.05% | 366 |
|
|
2021
Q1 | $444K | Buy |
5,442
+344
| +7% | +$27K | 0.06% | 340 |
|
|
2020
Q4 | $357K | Sell |
5,098
-114
| -2% | -$6.69K | 0.05% | 379 |
|
|
2020
Q3 | $270K | Buy |
5,212
+45
| +0.9% | +$2.75K | 0.04% | 425 |
|
|
2020
Q2 | $372K | Sell |
5,167
-39
| -0.7% | -$2.76K | 0.06% | 322 |
|
|
2020
Q1 | $279K | Buy |
5,206
+950
| +22% | +$77.3K | 0.06% | 341 |
|
|
2019
Q4 | $474K | Buy |
4,256
+245
| +6% | +$27.5K | 0.08% | 290 |
|
|
2019
Q3 | $411K | Buy |
4,011
+296
| +8% | +$29.7K | 0.08% | 312 |
|
|
2019
Q2 | $348K | Sell |
3,715
-143
| -4% | -$12.8K | 0.07% | 348 |
|
|
2019
Q1 | $367K | Buy |
3,858
+261
| +7% | +$24.8K | 0.06% | 309 |
|
|
2018
Q4 | $310K | Sell |
3,597
-875
| -20% | -$85.5K | 0.06% | 321 |
|
|
2018
Q3 | $504K | Sell |
4,472
-1,850
| -29% | -$214K | 0.09% | 255 |
|
|
2018
Q2 | $710K | Buy |
6,322
+179
| +3% | +$20.1K | 0.13% | 164 |
|
|
2018
Q1 | $589K | Sell |
6,143
-351
| -5% | -$34.2K | 0.11% | 201 |
|
|
2017
Q4 | $657K | Buy |
+6,494
| New | +$617K | 0.12% | 176 |
|
Other funds holding PSX
EIM
SeaCrest Wealth Management's PSX Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Phillips 66 (PSX) stake by 16% in Q2 2026, selling an estimated $67.3K and leaving 2,070 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #376.
SeaCrest Wealth Management first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.3M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- SeaCrest Wealth Management held 2,070 shares of Phillips 66 worth $350K as of Q2 2026.
- SeaCrest Wealth Management sold 391 Phillips 66 shares in Q2 2026, an estimated $67.3K.
- Phillips 66 made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #376 holding.
- SeaCrest Wealth Management first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Phillips 66 position peaked at $1.3M in Q1 2024.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.