Steward Partners Investment Advisory’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 | $29M | Buy |
171,711
+32,065
| +23% | +$5.52M | 0.15% | 137 |
|
|
2026
Q1 | $25.4M | Buy |
139,646
+30,562
| +28% | +$4.79M | 0.13% | 142 |
|
|
2025
Q4 | $14.1M | Buy |
109,084
+3,210
| +3% | +$432K | 0.08% | 226 |
|
|
2025
Q3 | $14.4M | Sell |
105,874
-2,301
| -2% | -$295K | 0.08% | 206 |
|
|
2025
Q2 | $12.9M | Buy |
108,175
+699
| +0.7% | +$78.3K | 0.1% | 204 |
|
|
2025
Q1 | $13.3M | Buy |
107,476
+1,572
| +1% | +$194K | 0.12% | 174 |
|
|
2024
Q4 | $12.1M | Sell |
105,904
-19,264
| -15% | -$2.45M | 0.11% | 188 |
|
|
2024
Q3 | $16.5M | Buy |
125,168
+16,687
| +15% | +$2.25M | 0.15% | 139 |
|
|
2024
Q2 | $15.3M | Sell |
108,481
-578
| -0.5% | -$85.6K | 0.16% | 127 |
|
|
2024
Q1 | $17.8M | Buy |
109,059
+99
| +0.1% | +$14.3K | 0.2% | 105 |
|
|
2023
Q4 | $14.5M | Buy |
108,960
+11,850
| +12% | +$1.42M | 0.2% | 111 |
|
|
2023
Q3 | $11.7M | Buy |
97,110
+402
| +0.4% | +$45.1K | 0.18% | 123 |
|
|
2023
Q2 | $9.22M | Buy |
96,708
+384
| +0.4% | +$37.3K | 0.14% | 161 |
|
|
2023
Q1 | $9.77M | Sell |
96,324
-4,030
| -4% | -$410K | 0.16% | 149 |
|
|
2022
Q4 | $10.4M | Buy |
100,354
+1,843
| +2% | +$189K | 0.18% | 137 |
|
|
2022
Q3 | $7.95M | Sell |
98,511
-31,739
| -24% | -$2.71M | 0.15% | 160 |
|
|
2022
Q2 | $10.7M | Sell |
130,250
-1,206
| -0.9% | -$112K | 0.2% | 126 |
|
|
2022
Q1 | $11.4M | Buy |
131,456
+67,921
| +107% | +$5.71M | 0.18% | 133 |
|
|
2021
Q4 | $4.6M | Sell |
63,535
-2,079
| -3% | -$157K | 0.07% | 286 |
|
|
2021
Q3 | $4.59M | Buy |
65,614
+2,297
| +4% | +$166K | 0.08% | 264 |
|
|
2021
Q2 | $5.43M | Sell |
63,317
-958
| -1% | -$80.9K | 0.09% | 231 |
|
|
2021
Q1 | $5.24M | Buy |
64,275
+3,773
| +6% | +$296K | 0.09% | 229 |
|
|
2020
Q4 | $4.23M | Sell |
60,502
-22,112
| -27% | -$1.3M | 0.09% | 224 |
|
|
2020
Q3 | $4.28M | Buy |
82,614
+12,449
| +18% | +$760K | 0.11% | 201 |
|
|
2020
Q2 | $5.04M | Buy |
70,165
+9,837
| +16% | +$696K | 0.14% | 169 |
|
|
2020
Q1 | $3.24M | Sell |
60,328
-2,159
| -3% | -$176K | 0.12% | 186 |
|
|
2019
Q4 | $6.96M | Sell |
62,487
-105
| -0.2% | -$11.8K | 0.21% | 115 |
|
|
2019
Q3 | $6.41M | Buy |
62,592
+2,834
| +5% | +$284K | 0.22% | 112 |
|
|
2019
Q2 | $5.59M | Buy |
59,758
+2,509
| +4% | +$225K | 0.21% | 118 |
|
|
2019
Q1 | $5.45M | Buy |
57,249
+586
| +1% | +$55.7K | 0.23% | 106 |
|
|
2018
Q4 | $4.88M | Sell |
56,663
-4,633
| -8% | -$453K | 0.24% | 104 |
|
|
2018
Q3 | $6.91M | Buy |
61,296
+3,781
| +7% | +$437K | 0.33% | 73 |
|
|
2018
Q2 | $6.46M | Buy |
57,515
+1,498
| +3% | +$168K | 0.39% | 57 |
|
|
2018
Q1 | $5.37M | Buy |
56,017
+2,769
| +5% | +$270K | 0.37% | 60 |
|
|
2017
Q4 | $5.39M | Buy |
53,248
+563
| +1% | +$53.5K | 0.41% | 59 |
|
|
2017
Q3 | $4.83M | Buy |
52,685
+4,973
| +10% | +$421K | 0.49% | 55 |
|
|
2017
Q2 | $3.94M | Buy |
47,712
+8,590
| +22% | +$674K | 0.44% | 59 |
|
|
2017
Q1 | $3.1M | Buy |
39,122
+30,707
| +365% | +$2.47M | 0.47% | 55 |
|
|
2016
Q4 | $727K | Buy |
+8,415
| New | +$700K | 0.33% | 70 |
|
Other funds holding PSX
EIM
Steward Partners Investment Advisory's PSX Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Phillips 66 (PSX) stake by 23% in Q2 2026, buying an estimated $5.52M and bringing the position to 171,711 shares worth $29M. The position accounts for 0.15% of the portfolio, ranked #137.
Steward Partners Investment Advisory first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Steward Partners Investment Advisory held 171,711 shares of Phillips 66 worth $29M as of Q2 2026.
- Steward Partners Investment Advisory bought 32,065 Phillips 66 shares in Q2 2026, an estimated $5.52M.
- Phillips 66 made up 0.15% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #137 holding.
- Steward Partners Investment Advisory first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.