Sequoia Financial Advisors’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 | $6.63M | Buy |
39,247
+2,065
| +6% | +$355K | 0.03% | 296 |
|
|
2026
Q1 | $6.77M | Buy |
37,182
+566
| +2% | +$88.7K | 0.04% | 267 |
|
|
2025
Q4 | $4.72M | Buy |
36,616
+5,940
| +19% | +$800K | 0.03% | 339 |
|
|
2025
Q3 | $4.17M | Buy |
30,676
+571
| +2% | +$73.2K | 0.03% | 338 |
|
|
2025
Q2 | $3.59M | Sell |
30,105
-778
| -3% | -$87.2K | 0.02% | 346 |
|
|
2025
Q1 | $3.81M | Buy |
30,883
+1,351
| +5% | +$167K | 0.03% | 313 |
|
|
2024
Q4 | $3.36M | Buy |
29,532
+1,236
| +4% | +$157K | 0.03% | 311 |
|
|
2024
Q3 | $3.72M | Buy |
28,296
+8,110
| +40% | +$1.1M | 0.04% | 257 |
|
|
2024
Q2 | $2.85M | Buy |
20,186
+741
| +4% | +$110K | 0.03% | 263 |
|
|
2024
Q1 | $3.18M | Sell |
19,445
-52,469
| -73% | -$7.56M | 0.04% | 255 |
|
|
2023
Q4 | $9.57M | Sell |
71,914
-502
| -0.7% | -$60K | 0.12% | 153 |
|
|
2023
Q3 | $8.7M | Sell |
72,416
-26,071
| -26% | -$2.93M | 0.15% | 110 |
|
|
2023
Q2 | $9.39M | Sell |
98,487
-30,291
| -24% | -$2.94M | 0.16% | 109 |
|
|
2023
Q1 | $13.1M | Buy |
128,778
+8,189
| +7% | +$833K | 0.29% | 60 |
|
|
2022
Q4 | $12.6M | Buy |
120,589
+43,679
| +57% | +$4.47M | 0.31% | 62 |
|
|
2022
Q3 | $6.21M | Buy |
76,910
+11,699
| +18% | +$997K | 0.2% | 94 |
|
|
2022
Q2 | $5.35M | Buy |
65,211
+14,019
| +27% | +$1.3M | 0.15% | 115 |
|
|
2022
Q1 | $4.42M | Buy |
51,192
+6,145
| +14% | +$517K | 0.11% | 126 |
|
|
2021
Q4 | $3.26M | Buy |
+45,047
| New | +$3.41M | 0.09% | 140 |
|
|
2021
Q3 | – | Sell |
-3,899
| Closed | -$335K | – | 401 |
|
|
2021
Q2 | $335K | Buy |
3,899
+345
| +10% | +$29.1K | 0.01% | 353 |
|
|
2021
Q1 | $290K | Buy |
3,554
+20
| +0.6% | +$1.57K | 0.01% | 344 |
|
|
2020
Q4 | $247K | Buy |
+3,534
| New | +$207K | 0.01% | 356 |
|
|
2020
Q3 | – | Sell |
-5,908
| Closed | -$425K | – | 398 |
|
|
2020
Q2 | $425K | Buy |
5,908
+924
| +19% | +$65.4K | 0.03% | 238 |
|
|
2020
Q1 | $267K | Sell |
4,984
-2,441
| -33% | -$199K | 0.02% | 285 |
|
|
2019
Q4 | $827K | Sell |
7,425
-1
| -0% | -$112 | 0.05% | 158 |
|
|
2019
Q3 | $760K | Sell |
7,426
-722
| -9% | -$72.4K | 0.06% | 149 |
|
|
2019
Q2 | $762K | Buy |
8,148
+1,162
| +17% | +$104K | 0.06% | 145 |
|
|
2019
Q1 | $665K | Buy |
6,986
+542
| +8% | +$51.5K | 0.05% | 153 |
|
|
2018
Q4 | $555K | Sell |
6,444
-50
| -0.8% | -$4.88K | 0.06% | 139 |
|
|
2018
Q3 | $732K | Buy |
6,494
+72
| +1% | +$8.32K | 0.07% | 128 |
|
|
2018
Q2 | $721K | Sell |
6,422
-2
| -0% | -$225 | 0.08% | 125 |
|
|
2018
Q1 | $616K | Buy |
6,424
+110
| +2% | +$10.7K | 0.06% | 141 |
|
|
2017
Q4 | $639K | Buy |
6,314
+1,658
| +36% | +$158K | 0.07% | 140 |
|
|
2017
Q3 | $427K | Buy |
4,656
+50
| +1% | +$4.24K | 0.05% | 169 |
|
|
2017
Q2 | $381K | Sell |
4,606
-139
| -3% | -$10.9K | 0.05% | 173 |
|
|
2017
Q1 | $376K | Sell |
4,745
-187
| -4% | -$15.1K | 0.05% | 165 |
|
|
2016
Q4 | $426K | Sell |
4,932
-397
| -7% | -$33K | 0.06% | 150 |
|
|
2016
Q3 | $429K | Buy |
5,329
+227
| +4% | +$17.6K | 0.08% | 128 |
|
|
2016
Q2 | $405K | Hold |
5,102
| – | – | 0.11% | 132 |
|
|
2016
Q1 | $442K | Buy |
5,102
+783
| +18% | +$63.6K | 0.14% | 100 |
|
|
2015
Q4 | $353K | Buy |
4,319
+150
| +4% | +$12.9K | 0.14% | 111 |
|
|
2015
Q3 | $320K | Sell |
4,169
-328
| -7% | -$26.1K | 0.14% | 115 |
|
|
2015
Q2 | $362K | Buy |
4,497
+231
| +5% | +$18.4K | 0.15% | 118 |
|
|
2015
Q1 | $335K | Buy |
4,266
+1,148
| +37% | +$84.3K | 0.15% | 117 |
|
|
2014
Q4 | $224K | Sell |
3,118
-81
| -3% | -$5.98K | 0.15% | 139 |
|
|
2014
Q3 | $260K | Sell |
3,199
-3
| -0.1% | -$250 | 0.18% | 127 |
|
|
2014
Q2 | $258K | Buy |
3,202
+444
| +16% | +$36.6K | 0.2% | 125 |
|
|
2014
Q1 | $213K | Buy |
2,758
+116
| +4% | +$8.83K | 0.18% | 145 |
|
|
2013
Q4 | $204K | Buy |
+2,642
| New | +$176K | 0.17% | 140 |
|
Other funds holding PSX
EIM
Sequoia Financial Advisors's PSX Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Phillips 66 (PSX) stake by 5.6% in Q2 2026, buying an estimated $355K and bringing the position to 39,247 shares worth $6.63M. The position accounts for 0.03% of the portfolio, ranked #296.
Sequoia Financial Advisors first reported a position in PSX in Q4 2013 and has held it in 49 quarters since. The position peaked at $13.1M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Sequoia Financial Advisors held 39,247 shares of Phillips 66 worth $6.63M as of Q2 2026.
- Sequoia Financial Advisors bought 2,065 Phillips 66 shares in Q2 2026, an estimated $355K.
- Phillips 66 made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #296 holding.
- Sequoia Financial Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 49 quarters since.
- Sequoia Financial Advisors's Phillips 66 position peaked at $13.1M in Q1 2023.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.