Sowell Financial Services’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 | $3.28M | Buy |
19,421
+8,768
| +82% | +$1.51M | 0.11% | 205 |
|
|
2026
Q1 | $1.94M | Sell |
10,653
-608
| -5% | -$95.3K | 0.07% | 297 |
|
|
2025
Q4 | $1.45M | Buy |
11,261
+156
| +1% | +$21K | 0.05% | 346 |
|
|
2025
Q3 | $1.51M | Sell |
11,105
-1,069
| -9% | -$137K | 0.06% | 339 |
|
|
2025
Q2 | $1.45M | Sell |
12,174
-218
| -2% | -$24.4K | 0.06% | 330 |
|
|
2025
Q1 | $1.53M | Buy |
12,392
+619
| +5% | +$76.3K | 0.07% | 290 |
|
|
2024
Q4 | $1.34M | Sell |
11,773
-51,821
| -81% | -$6.59M | 0.07% | 266 |
|
|
2024
Q3 | $8.36M | Buy |
63,594
+47,888
| +305% | +$6.47M | 0.39% | 60 |
|
|
2024
Q2 | $2.22M | Sell |
15,706
-628
| -4% | -$93K | 0.11% | 198 |
|
|
2024
Q1 | $2.67M | Sell |
16,334
-446
| -3% | -$64.3K | 0.13% | 176 |
|
|
2023
Q4 | $2.23M | Buy |
16,780
+811
| +5% | +$96.9K | 0.12% | 186 |
|
|
2023
Q3 | $1.92M | Buy |
15,969
+4,694
| +42% | +$527K | 0.12% | 193 |
|
|
2023
Q2 | $1.07M | Buy |
11,275
+2,383
| +27% | +$232K | 0.06% | 342 |
|
|
2023
Q1 | $901K | Sell |
8,892
-2,749
| -24% | -$280K | 0.07% | 314 |
|
|
2022
Q4 | $1.21M | Buy |
+11,641
| New | +$1.19M | 0.08% | 288 |
|
|
2021
Q4 | – | Sell |
-14,422
| Closed | -$1.01M | – | 534 |
|
|
2021
Q3 | $1.01M | Sell |
14,422
-2,213
| -13% | -$160K | 0.07% | 294 |
|
|
2021
Q2 | $1.43M | Sell |
16,635
-1,878
| -10% | -$159K | 0.09% | 241 |
|
|
2021
Q1 | $1.58M | Sell |
18,513
-1,230
| -6% | -$96.5K | 0.06% | 290 |
|
|
2020
Q4 | $1.38M | Sell |
19,743
-576
| -3% | -$33.8K | 0.06% | 262 |
|
|
2020
Q3 | $1.05M | Sell |
20,319
-659
| -3% | -$40.2K | 0.05% | 284 |
|
|
2020
Q2 | $1.51M | Buy |
20,978
+5,639
| +37% | +$399K | 0.08% | 211 |
|
|
2020
Q1 | $823K | Sell |
15,339
-171
| -1% | -$13.9K | 0.06% | 279 |
|
|
2019
Q4 | $1.73M | Buy |
15,510
+836
| +6% | +$93.9K | 0.13% | 170 |
|
|
2019
Q3 | $1.5M | Buy |
+14,674
| New | +$1.47M | 0.12% | 174 |
|
|
2019
Q1 | $955K | Sell |
10,030
-981
| -9% | -$93.3K | 0.11% | 207 |
|
|
2018
Q4 | $949K | Buy |
11,011
+70
| +0.6% | +$6.84K | 0.13% | 171 |
|
|
2018
Q3 | $1.23M | Buy |
10,941
+94
| +0.9% | +$10.9K | 0.18% | 100 |
|
|
2018
Q2 | $1.32M | Buy |
10,847
+1,375
| +15% | +$155K | 0.28% | 81 |
|
|
2018
Q1 | $1.08M | Buy |
9,472
+2,445
| +35% | +$238K | 0.27% | 90 |
|
|
2017
Q4 | $740K | Buy |
7,027
+620
| +10% | +$58.9K | 0.18% | 117 |
|
|
2017
Q3 | $591K | Buy |
6,407
+729
| +13% | +$61.7K | 0.15% | 123 |
|
|
2017
Q2 | $483K | Sell |
5,678
-31
| -0.5% | -$2.43K | 0.14% | 140 |
|
|
2017
Q1 | $447K | Buy |
5,709
+618
| +12% | +$49.8K | 0.13% | 150 |
|
|
2016
Q4 | $408K | Buy |
+5,091
| New | +$423K | 0.14% | 131 |
|
Other funds holding PSX
EIM
Sowell Financial Services's PSX Position: Q2 2026 in Review
Sowell Financial Services increased its Phillips 66 (PSX) stake by 82% in Q2 2026, buying an estimated $1.51M and bringing the position to 19,421 shares worth $3.28M. The position accounts for 0.11% of the portfolio, ranked #205.
Sowell Financial Services first reported a position in PSX in Q4 2016 and has held it in 34 quarters since. The position peaked at $8.36M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Sowell Financial Services held 19,421 shares of Phillips 66 worth $3.28M as of Q2 2026.
- Sowell Financial Services bought 8,768 Phillips 66 shares in Q2 2026, an estimated $1.51M.
- Phillips 66 made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #205 holding.
- Sowell Financial Services first reported a position in Phillips 66 in Q4 2016 and has held it in 34 quarters since.
- Sowell Financial Services's Phillips 66 position peaked at $8.36M in Q3 2024.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.