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Stratos Wealth Partners’s Phillips 66 PSX Stock Holding History

Stratos Wealth Partners’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
Q1 		$3.48M Sell
19,096
-185
-1% -$29K 0.04% 409
2025
Q4 		$2.49M Buy
19,281
+426
+2% +$57.3K 0.03% 496
2025
Q3 		$2.56M Buy
18,855
+1,048
+6% +$134K 0.03% 469
2025
Q2 		$2.12M Sell
17,807
-537
-3% -$60.2K 0.03% 475
2025
Q1 		$2.27M Sell
18,344
-1,209
-6% -$149K 0.03% 419
2024
Q4 		$2.23M Sell
19,553
-816
-4% -$104K 0.03% 447
2024
Q3 		$2.68M Buy
20,369
+991
+5% +$134K 0.04% 386
2024
Q2 		$2.74M Sell
19,378
-8,935
-32% -$1.32M 0.04% 369
2024
Q1 		$4.62M Buy
28,313
+6,099
+27% +$879K 0.08% 255
2023
Q4 		$2.96M Buy
22,214
+90
+0.4% +$10.8K 0.06% 323
2023
Q3 		$2.66M Buy
22,124
+318
+1% +$35.7K 0.06% 313
2023
Q2 		$2.08M Buy
21,806
+2,265
+12% +$220K 0.05% 345
2023
Q1 		$1.98M Sell
19,541
-3,819
-16% -$388K 0.05% 323
2022
Q4 		$2.43M Buy
23,360
+195
+0.8% +$19.9K 0.06% 300
2022
Q3 		$1.87M Sell
23,165
-561
-2% -$47.8K 0.05% 327
2022
Q2 		$1.95M Buy
23,726
+1,925
+9% +$178K 0.05% 327
2022
Q1 		$1.88M Buy
21,801
+2,675
+14% +$225K 0.04% 374
2021
Q4 		$1.39M Sell
19,126
-918
-5% -$69.4K 0.03% 468
2021
Q3 		$1.4M Buy
20,044
+2,540
+15% +$184K 0.04% 423
2021
Q2 		$1.5M Buy
17,504
+2,586
+17% +$218K 0.04% 423
2021
Q1 		$1.22M Sell
14,918
-640
-4% -$50.2K 0.03% 449
2020
Q4 		$1.09M Sell
15,558
-2,467
-14% -$145K 0.03% 423
2020
Q3 		$934K Sell
18,025
-1,783
-9% -$109K 0.03% 416
2020
Q2 		$1.42M Sell
19,808
-544
-3% -$38.5K 0.05% 313
2020
Q1 		$1.09M Buy
20,352
+1,393
+7% +$113K 0.05% 308
2019
Q4 		$2.11M Buy
18,959
+692
+4% +$77.7K 0.08% 235
2019
Q3 		$1.87M Buy
18,267
+114
+0.6% +$11.4K 0.08% 245
2019
Q2 		$1.7M Sell
18,153
-1,351
-7% -$121K 0.07% 252
2019
Q1 		$1.86M Buy
19,504
+79
+0.4% +$7.51K 0.08% 243
2018
Q4 		$1.67M Sell
19,425
-269
-1% -$26.3K 0.09% 242
2018
Q3 		$2.22M Sell
19,694
-1,378
-7% -$159K 0.1% 209
2018
Q2 		$2.37M Buy
21,072
+295
+1% +$33.2K 0.11% 212
2018
Q1 		$1.99M Buy
20,777
+693
+3% +$67.5K 0.08% 239
2017
Q4 		$2.03M Sell
20,084
-10
-0% -$951 0.09% 230
2017
Q3 		$1.84M Sell
20,094
-23
-0.1% -$1.95K 0.09% 230
2017
Q2 		$1.66M Buy
20,117
+234
+1% +$18.4K 0.09% 220
2017
Q1 		$1.57M Buy
19,883
+403
+2% +$32.5K 0.09% 209
2016
Q4 		$1.68M Buy
19,480
+1,863
+11% +$155K 0.1% 193
2016
Q3 		$1.42M Buy
17,617
+1,397
+9% +$109K 0.1% 192
2016
Q2 		$1.29M Buy
16,220
+2,455
+18% +$200K 0.1% 191
2016
Q1 		$1.19M Sell
13,765
-1,319
-9% -$107K 0.1% 167
2015
Q4 		$1.23M Sell
15,084
-1,757
-10% -$152K 0.1% 155
2015
Q3 		$1.29M Buy
16,841
+2,476
+17% +$197K 0.16% 116
2015
Q2 		$1.16M Sell
14,365
-3,695
-20% -$294K 0.15% 135
2015
Q1 		$1.43M Buy
18,060
+278
+2% +$20.4K 0.17% 123
2014
Q4 		$1.27M Buy
17,782
+3,295
+23% +$243K 0.23% 107
2014
Q3 		$1.18M Buy
14,487
+787
+6% +$65.5K 0.28% 84
2014
Q2 		$1.1M Buy
+13,700
New +$1.13M 0.37% 82

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's PSX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Phillips 66 (PSX) stake by 0.96% in Q1 2026, selling an estimated $29K and leaving 19,096 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #409.

Stratos Wealth Partners first reported a position in PSX in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.62M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Stratos Wealth Partners held 19,096 shares of Phillips 66 worth $3.48M as of Q1 2026.
  • Stratos Wealth Partners sold 185 Phillips 66 shares in Q1 2026, an estimated $29K.
  • Phillips 66 made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #409 holding.
  • Stratos Wealth Partners first reported a position in Phillips 66 in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Phillips 66 position peaked at $4.62M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.