SWA
PSX icon

SOA Wealth Advisors’s Phillips 66 PSX Stock Holding History

SOA 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 		$15.3K Hold
90
– – ﹤0.01% 555
2026
Q1 		$16.3K Buy
90
+1
+1% +$157 ﹤0.01% 523
2025
Q4 		$11.5K Buy
89
+1
+1% +$135 ﹤0.01% 579
2025
Q3 		$12K Buy
88
+1
+1% +$128 ﹤0.01% 586
2025
Q2 		$10.4K Sell
87
-80
-48% -$8.96K ﹤0.01% 594
2025
Q1 		$20.7K Hold
167
– – ﹤0.01% 468
2024
Q4 		$19K Buy
167
+1
+0.6% +$127 ﹤0.01% 460
2024
Q3 		$21.8K Buy
166
+1
+0.6% +$135 ﹤0.01% 439
2024
Q2 		$23.3K Buy
165
+1
+0.6% +$148 ﹤0.01% 420
2024
Q1 		$26.9K Hold
164
– – 0.01% 396
2023
Q4 		$21.8K Buy
164
+1
+0.6% +$120 ﹤0.01% 415
2023
Q3 		$19.6K Buy
163
+1
+0.6% +$112 ﹤0.01% 424
2023
Q2 		$15.5K Hold
162
– – ﹤0.01% 466
2023
Q1 		$16.4K Buy
162
+1
+0.6% +$102 ﹤0.01% 460
2022
Q4 		$16.7K Buy
161
+1
+0.6% +$102 ﹤0.01% 438
2022
Q3 		$12K Buy
160
+1
+0.6% +$85 ﹤0.01% 484
2022
Q2 		$13K Buy
159
+1
+0.6% +$93 ﹤0.01% 455
2022
Q1 		$13K Buy
158
+1
+0.6% +$84 ﹤0.01% 536
2021
Q4 		$11K Buy
157
+1
+0.6% +$76 ﹤0.01% 554
2021
Q3 		$10K Buy
156
+82
+111% +$5.94K ﹤0.01% 595
2021
Q2 		$6K Sell
74
-26
-26% -$2.19K ﹤0.01% 650
2021
Q1 		$8K Hold
100
– – ﹤0.01% 553
2020
Q4 		$7K Buy
+100
New +$5.87K ﹤0.01% 568

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

SOA Wealth Advisors's PSX Position: Q2 2026 in Review

SOA Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 90 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

SOA Wealth Advisors first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.9K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SOA Wealth Advisors held 90 shares of Phillips 66 worth $15.3K as of Q2 2026.
  • SOA Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #555 holding.
  • SOA Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Phillips 66 position peaked at $26.9K in Q1 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.