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Stratos Wealth Advisors’s Phillips 66 PSX Stock Holding History

Stratos Wealth 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 		$433K Buy
2,560
+75
+3% +$12.9K 0.02% 426
2026
Q1 		$453K Sell
2,485
-678
-21% -$106K 0.03% 405
2025
Q4 		$408K Sell
3,163
-298
-9% -$40.1K 0.02% 478
2025
Q3 		$471K Buy
3,461
+507
+17% +$65K 0.02% 470
2025
Q2 		$352K Sell
2,954
-9
-0.3% -$1.01K 0.02% 510
2025
Q1 		$366K Buy
2,963
+26
+0.9% +$3.2K 0.02% 508
2024
Q4 		$335K Sell
2,937
-708
-19% -$90.1K 0.02% 561
2024
Q3 		$479K Sell
3,645
-426
-10% -$57.5K 0.02% 509
2024
Q2 		$575K Sell
4,071
-8,903
-69% -$1.32M 0.03% 437
2024
Q1 		$2.12M Sell
12,974
-25,002
-66% -$3.6M 0.13% 188
2023
Q4 		$5.06M Sell
37,976
-629
-2% -$75.2K 0.29% 102
2023
Q3 		$4.64M Sell
38,605
-3,795
-9% -$426K 0.31% 92
2023
Q2 		$4.04M Sell
42,400
-1,728
-4% -$168K 0.29% 99
2023
Q1 		$4.47M Sell
44,128
-1,336
-3% -$136K 0.34% 83
2022
Q4 		$4.73M Buy
45,464
+2,080
+5% +$213K 0.39% 63
2022
Q3 		$3.5M Buy
43,384
+353
+0.8% +$30.1K 0.37% 69
2022
Q2 		$3.53M Sell
43,031
-365
-0.8% -$33.8K 0.32% 88
2022
Q1 		$3.75M Sell
43,396
-64
-0.1% -$5.38K 0.3% 87
2021
Q4 		$3.15M Sell
43,460
-1,919
-4% -$145K 0.23% 128
2021
Q3 		$3.18M Buy
45,379
+8,483
+23% +$614K 0.27% 106
2021
Q2 		$3.17M Sell
36,896
-946
-2% -$79.9K 0.28% 96
2021
Q1 		$3.09M Buy
37,842
+11,467
+43% +$900K 0.33% 86
2020
Q4 		$1.84M Buy
26,375
+1,994
+8% +$117K 0.25% 97
2020
Q3 		$1.26M Buy
24,381
+20,100
+470% +$1.23M 0.31% 85
2020
Q2 		$308K Buy
+4,281
New +$303K 0.09% 204

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

Stratos Wealth Advisors's PSX Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,560 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #426.

Stratos Wealth Advisors first reported a position in PSX in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.06M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stratos Wealth Advisors held 2,560 shares of Phillips 66 worth $433K as of Q2 2026.
  • Stratos Wealth Advisors bought 75 Phillips 66 shares in Q2 2026, an estimated $12.9K.
  • Phillips 66 made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #426 holding.
  • Stratos Wealth Advisors first reported a position in Phillips 66 in Q2 2020 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's Phillips 66 position peaked at $5.06M in Q4 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.