Sound Income Strategies’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 | $306K | Buy |
1,810
+285
| +19% | +$49.1K | 0.01% | 375 |
|
|
2026
Q1 | $268K | Sell |
1,525
-113
| -7% | -$17.7K | 0.01% | 344 |
|
|
2025
Q4 | $227K | Buy |
1,638
+166
| +11% | +$22.3K | 0.01% | 390 |
|
|
2025
Q3 | $193K | Sell |
1,472
-123
| -8% | -$15.8K | 0.01% | 293 |
|
|
2025
Q2 | $190K | Buy |
1,595
+852
| +115% | +$95.4K | 0.01% | 282 |
|
|
2025
Q1 | $91.8K | Buy |
743
+123
| +20% | +$15.2K | 0.01% | 404 |
|
|
2024
Q4 | $70.7K | Buy |
620
+160
| +35% | +$20.4K | ﹤0.01% | 404 |
|
|
2024
Q3 | $60.5K | Buy |
460
+63
| +16% | +$8.51K | ﹤0.01% | 415 |
|
|
2024
Q2 | $56.1K | Sell |
397
-108
| -21% | -$16K | ﹤0.01% | 417 |
|
|
2024
Q1 | $82.5K | Sell |
505
-1
| -0.2% | -$144 | 0.01% | 346 |
|
|
2023
Q4 | $67.4K | Buy |
506
+310
| +158% | +$37.1K | 0.01% | 353 |
|
|
2023
Q3 | $23.5K | Hold |
196
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $18.7K | Sell |
196
-7
| -3% | -$680 | ﹤0.01% | 443 |
|
|
2023
Q1 | $20.6K | Buy |
203
+7
| +4% | +$712 | ﹤0.01% | 418 |
|
|
2022
Q4 | $20.4K | Sell |
196
-73
| -27% | -$7.47K | ﹤0.01% | 391 |
|
|
2022
Q3 | $22K | Buy |
269
+98
| +57% | +$8.35K | ﹤0.01% | 345 |
|
|
2022
Q2 | $14K | Buy |
171
+38
| +29% | +$3.52K | ﹤0.01% | 411 |
|
|
2022
Q1 | $11K | Buy |
133
+67
| +102% | +$5.64K | ﹤0.01% | 459 |
|
|
2021
Q4 | $5K | Buy |
66
+55
| +500% | +$4.16K | ﹤0.01% | 597 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $897 | Sell |
11
-124
| -92% | -$9.73K | ﹤0.01% | 850 |
|
|
2020
Q4 | $9K | Sell |
135
-150
| -53% | -$8.8K | ﹤0.01% | 480 |
|
|
2020
Q3 | $15K | Hold |
285
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $20K | Hold |
285
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $15K | Sell |
285
-110
| -28% | -$8.95K | 0.01% | 292 |
|
|
2019
Q4 | $44K | Hold |
395
| – | – | 0.01% | 142 |
|
|
2019
Q3 | $40K | Buy |
395
+169
| +75% | +$16.9K | 0.01% | 140 |
|
|
2019
Q2 | $21K | Hold |
226
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $22K | Hold |
226
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $19K | Hold |
226
| – | – | 0.01% | 242 |
|
|
2018
Q3 | $25K | Buy |
226
+133
| +143% | +$15.4K | 0.01% | 212 |
|
|
2018
Q2 | $10K | Sell |
93
-13
| -12% | -$1.46K | 0.01% | 313 |
|
|
2018
Q1 | $10K | Hold |
106
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $10K | Buy |
+106
| New | +$10.1K | 0.01% | 224 |
|
Other funds holding PSX
N
Sound Income Strategies's PSX Position: Q2 2026 in Review
Sound Income Strategies increased its Phillips 66 (PSX) stake by 19% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,810 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #375.
Sound Income Strategies first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. 1,498 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Sound Income Strategies held 1,810 shares of Phillips 66 worth $306K as of Q2 2026.
- Sound Income Strategies bought 285 Phillips 66 shares in Q2 2026, an estimated $49.1K.
- Phillips 66 made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #375 holding.
- Sound Income Strategies first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- 1,498 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.