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Sheaff Brock Investment Advisors’s Phillips 66 PSX Stock Holding History

Sheaff Brock 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
2025
Q1 		$465K Sell
3,767
-404
-10% -$49.8K 0.04% 270
2024
Q4 		$475K Buy
4,171
+8
+0.2% +$1.02K 0.04% 262
2024
Q3 		$547K Sell
4,163
-136
-3% -$18.4K 0.05% 243
2024
Q2 		$607K Sell
4,299
-186
-4% -$27.5K 0.06% 224
2024
Q1 		$733K Sell
4,485
-209
-4% -$30.1K 0.05% 235
2023
Q4 		$625K Buy
4,694
+259
+6% +$31K 0.05% 243
2023
Q3 		$533K Sell
4,435
-265
-6% -$29.7K 0.05% 242
2023
Q2 		$448K Buy
4,700
+680
+17% +$66.1K 0.04% 278
2023
Q1 		$408K Buy
4,020
+336
+9% +$34.2K 0.04% 296
2022
Q4 		$383K Sell
3,684
-396
-10% -$40.5K 0.04% 290
2022
Q3 		$329K Sell
4,080
-5
-0.1% -$426 0.04% 309
2022
Q2 		$335K Buy
4,085
+14
+0.3% +$1.29K 0.03% 316
2022
Q1 		$352K Buy
4,071
+816
+25% +$68.7K 0.02% 338
2021
Q4 		$236K Sell
3,255
-483
-13% -$36.5K 0.02% 446
2021
Q3 		$262K Buy
3,738
+162
+5% +$11.7K 0.02% 414
2021
Q2 		$307K Buy
3,576
+15
+0.4% +$1.27K 0.02% 362
2021
Q1 		$290K Buy
3,561
+15
+0.4% +$1.18K 0.02% 360
2020
Q4 		$248K Buy
+3,546
New +$208K 0.02% 377
2020
Q3 		– Sell
-3,763
Closed -$271K – 492
2020
Q2 		$271K Sell
3,763
-297
-7% -$21K 0.03% 323
2020
Q1 		$218K Buy
4,060
+384
+10% +$31.3K 0.03% 323
2019
Q4 		$410K Sell
3,676
-484
-12% -$54.4K 0.04% 279
2019
Q3 		$426K Buy
4,160
+140
+3% +$14K 0.05% 269
2019
Q2 		$376K Sell
4,020
-856
-18% -$76.8K 0.04% 296
2019
Q1 		$464K Sell
4,876
-2,553
-34% -$243K 0.06% 260
2018
Q4 		$640K Sell
7,429
-226
-3% -$22.1K 0.1% 187
2018
Q3 		$863K Sell
7,655
-31
-0.4% -$3.58K 0.08% 182
2018
Q2 		$863K Buy
7,686
+162
+2% +$18.2K 0.08% 183
2018
Q1 		$722K Sell
7,524
-1,174
-13% -$114K 0.07% 195
2017
Q4 		$880K Sell
8,698
-163
-2% -$15.5K 0.11% 174
2017
Q3 		$812K Sell
8,861
-114
-1% -$9.66K 0.11% 189
2017
Q2 		$742K Sell
8,975
-848
-9% -$66.6K 0.1% 217
2017
Q1 		$778K Sell
9,823
-235
-2% -$18.9K 0.1% 201
2016
Q4 		$869K Sell
10,058
-86
-0.8% -$7.15K 0.11% 191
2016
Q3 		$817K Sell
10,144
-1,919
-16% -$149K 0.11% 191
2016
Q2 		$957K Sell
12,063
-381
-3% -$31.1K 0.12% 174
2016
Q1 		$1.08M Sell
12,444
-18,491
-60% -$1.5M 0.13% 163
2015
Q4 		$2.53M Buy
+30,935
New +$2.67M 0.29% 79

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's PSX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Phillips 66 (PSX) stake by 9.7% in Q1 2025, selling an estimated $49.8K and leaving 3,767 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #270.

Sheaff Brock Investment Advisors first reported a position in PSX in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.53M in Q4 2015. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,767 shares of Phillips 66 worth $465K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 404 Phillips 66 shares in Q1 2025, an estimated $49.8K.
  • Phillips 66 made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #270 holding.
  • Sheaff Brock Investment Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's Phillips 66 position peaked at $2.53M in Q4 2015.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.