Strategic Advisors’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 | $1.19M | Buy |
7,023
+4
| +0.1% | +$689 | 0.26% | 65 |
|
|
2026
Q1 | $1.28M | Buy |
7,019
+5
| +0.1% | +$784 | 0.21% | 90 |
|
|
2025
Q4 | $905K | Buy |
7,014
+5
| +0.1% | +$673 | 0.14% | 112 |
|
|
2025
Q3 | $953K | Buy |
7,009
+4
| +0.1% | +$512 | 0.15% | 110 |
|
|
2025
Q2 | $836K | Sell |
7,005
-924
| -12% | -$104K | 0.16% | 95 |
|
|
2025
Q1 | $979K | Sell |
7,929
-143
| -2% | -$17.6K | 0.19% | 100 |
|
|
2024
Q4 | $920K | Buy |
8,072
+223
| +3% | +$28.4K | 0.17% | 107 |
|
|
2024
Q3 | $1.03M | Sell |
7,849
-521
| -6% | -$70.3K | 0.19% | 100 |
|
|
2024
Q2 | $1.18M | Sell |
8,370
-946
| -10% | -$140K | 0.23% | 88 |
|
|
2024
Q1 | $1.52M | Sell |
9,316
-213
| -2% | -$30.7K | 0.3% | 76 |
|
|
2023
Q4 | $1.27M | Buy |
9,529
+120
| +1% | +$14.3K | 0.24% | 86 |
|
|
2023
Q3 | $1.13M | Sell |
9,409
-1,247
| -12% | -$140K | 0.22% | 88 |
|
|
2023
Q2 | $1.02M | Sell |
10,656
-445
| -4% | -$43.3K | 0.19% | 95 |
|
|
2023
Q1 | $1.13M | Sell |
11,101
-395
| -3% | -$40.2K | 0.23% | 88 |
|
|
2022
Q4 | $1.2M | Sell |
11,496
-996
| -8% | -$102K | 0.27% | 81 |
|
|
2022
Q3 | $1.01M | Sell |
12,492
-328
| -3% | -$28K | 0.22% | 88 |
|
|
2022
Q2 | $1.05M | Sell |
12,820
-1,505
| -11% | -$139K | 0.22% | 89 |
|
|
2022
Q1 | $1.24M | Sell |
14,325
-151
| -1% | -$12.7K | 0.21% | 89 |
|
|
2021
Q4 | $1.05M | Sell |
14,476
-963
| -6% | -$72.8K | 0.15% | 112 |
|
|
2021
Q3 | $1.08M | Sell |
15,439
-96
| -0.6% | -$6.95K | 0.23% | 101 |
|
|
2021
Q2 | $1.33M | Buy |
15,535
+369
| +2% | +$31.1K | 0.35% | 63 |
|
|
2021
Q1 | $1.24M | Sell |
15,166
-523
| -3% | -$41K | 0.36% | 64 |
|
|
2020
Q4 | $1.13M | Sell |
15,689
-5,381
| -26% | -$316K | 0.33% | 67 |
|
|
2020
Q3 | $1.11M | Sell |
21,070
-9,756
| -32% | -$595K | 0.37% | 58 |
|
|
2020
Q2 | $2.01M | Buy |
30,826
+5,372
| +21% | +$380K | 0.75% | 29 |
|
|
2020
Q1 | $1.62M | Buy |
25,454
+1,823
| +8% | +$148K | 0.71% | 32 |
|
|
2019
Q4 | $2.63M | Sell |
23,631
-459
| -2% | -$51.6K | 0.92% | 24 |
|
|
2019
Q3 | $2.47M | Buy |
24,090
+574
| +2% | +$57.5K | 0.93% | 25 |
|
|
2019
Q2 | $2.2M | Buy |
23,516
+636
| +3% | +$57.1K | 0.84% | 33 |
|
|
2019
Q1 | $2.18M | Sell |
22,880
-521
| -2% | -$49.5K | 0.84% | 30 |
|
|
2018
Q4 | $2.02M | Sell |
23,401
-1,879
| -7% | -$184K | 0.88% | 31 |
|
|
2018
Q3 | $2.85M | Sell |
25,280
-278
| -1% | -$32.1K | 1.04% | 28 |
|
|
2018
Q2 | $2.87M | Sell |
25,558
-653
| -2% | -$73.4K | 1.15% | 26 |
|
|
2018
Q1 | $2.51M | Sell |
26,211
-476
| -2% | -$46.3K | 1.04% | 30 |
|
|
2017
Q4 | $2.7M | Buy |
26,687
+22
| +0.1% | +$2.09K | 1.1% | 28 |
|
|
2017
Q3 | $2.44M | Sell |
26,665
-104
| -0.4% | -$8.81K | 1.06% | 29 |
|
|
2017
Q2 | $2.21M | Sell |
26,769
-2,500
| -9% | -$196K | 1.01% | 32 |
|
|
2017
Q1 | $2.32M | Sell |
29,269
-3,253
| -10% | -$262K | 1.1% | 28 |
|
|
2016
Q4 | $2.81M | Buy |
32,522
+1,245
| +4% | +$104K | 1.47% | 18 |
|
|
2016
Q3 | $2.52M | Buy |
31,277
+1,077
| +4% | +$83.7K | 1.41% | 19 |
|
|
2016
Q2 | $2.4M | Sell |
30,200
-2,416
| -7% | -$197K | 1.38% | 21 |
|
|
2016
Q1 | $2.82M | Buy |
32,616
+2,352
| +8% | +$191K | 1.61% | 14 |
|
|
2015
Q4 | $2.48M | Sell |
30,264
-817
| -3% | -$70.5K | 1.62% | 17 |
|
|
2015
Q3 | $2.39M | Buy |
31,081
+544
| +2% | +$43.2K | 1.66% | 17 |
|
|
2015
Q2 | $2.46M | Buy |
30,537
+21,002
| +220% | +$1.67M | 1.57% | 17 |
|
|
2015
Q1 | $767K | Buy |
9,535
+558
| +6% | +$41K | 0.49% | 68 |
|
|
2014
Q4 | $644K | Sell |
8,977
-188
| -2% | -$13.9K | 0.42% | 81 |
|
|
2014
Q3 | $745K | Sell |
9,165
-370
| -4% | -$30.8K | 0.49% | 72 |
|
|
2014
Q2 | $767K | Sell |
9,535
-350
| -4% | -$28.8K | 0.49% | 68 |
|
|
2014
Q1 | $762K | Sell |
9,885
-670
| -6% | -$51K | 0.51% | 66 |
|
|
2013
Q4 | $814K | Sell |
10,555
-167
| -2% | -$11.1K | 0.55% | 61 |
|
|
2013
Q3 | $620K | Hold |
10,722
| – | – | 0.51% | 67 |
|
|
2013
Q2 | $632K | Buy |
+10,722
| New | +$674K | 0.57% | 58 |
|
Other funds holding PSX
EIM
Strategic Advisors's PSX Position: Q2 2026 in Review
Strategic Advisors increased its Phillips 66 (PSX) stake by 0.06% in Q2 2026, buying an estimated $689 and bringing the position to 7,023 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #65.
Strategic Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.87M in Q2 2018. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Strategic Advisors held 7,023 shares of Phillips 66 worth $1.19M as of Q2 2026.
- Strategic Advisors bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
- Phillips 66 made up 0.26% of Strategic Advisors's portfolio in Q2 2026, its #65 holding.
- Strategic Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Strategic Advisors's Phillips 66 position peaked at $2.87M in Q2 2018.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.