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Soltis Investment Advisors’s Phillips 66 PSX Stock Holding History

Soltis 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
2026
Q2 		$1M Buy
5,937
+297
+5% +$51.1K 0.06% 240
2026
Q1 		$1.03M Sell
5,640
-22
-0.4% -$3.45K 0.06% 214
2025
Q4 		$731K Buy
5,662
+2,945
+108% +$396K 0.05% 252
2025
Q3 		$370K Buy
2,717
+217
+9% +$27.8K 0.03% 344
2025
Q2 		$298K Buy
2,500
+210
+9% +$23.5K 0.02% 322
2025
Q1 		$283K Sell
2,290
-1,166
-34% -$144K 0.03% 312
2024
Q4 		$394K Buy
3,456
+299
+9% +$38K 0.04% 257
2024
Q3 		$415K Sell
3,157
-234
-7% -$31.6K 0.04% 241
2024
Q2 		$479K Buy
3,391
+125
+4% +$18.5K 0.05% 217
2024
Q1 		$533K Buy
3,266
+1,330
+69% +$192K 0.06% 200
2023
Q4 		$258K Buy
1,936
+14
+0.7% +$1.67K 0.03% 247
2023
Q3 		$231K Buy
+1,922
New +$216K 0.03% 244
2022
Q3 		– Sell
-2,498
Closed -$205K – 244
2022
Q2 		$205K Buy
2,498
+80
+3% +$7.4K 0.03% 226
2022
Q1 		$209K Buy
+2,418
New +$203K 0.03% 237
2021
Q3 		– Sell
-2,425
Closed -$208K – 254
2021
Q2 		$208K Buy
+2,425
New +$205K 0.03% 233
2020
Q1 		– Sell
-1,983
Closed -$221K – 175
2019
Q4 		$221K Buy
+1,983
New +$223K 0.04% 143

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

Soltis Investment Advisors's PSX Position: Q2 2026 in Review

Soltis Investment Advisors increased its Phillips 66 (PSX) stake by 5.3% in Q2 2026, buying an estimated $51.1K and bringing the position to 5,937 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #240.

Soltis Investment Advisors first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Soltis Investment Advisors held 5,937 shares of Phillips 66 worth $1M as of Q2 2026.
  • Soltis Investment Advisors bought 297 Phillips 66 shares in Q2 2026, an estimated $51.1K.
  • Phillips 66 made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #240 holding.
  • Soltis Investment Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
  • Soltis Investment Advisors's Phillips 66 position peaked at $1.03M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.