Toth Financial 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 | $115K | Sell |
682
-1
| -0.1% | -$172 | 0.01% | 281 |
|
|
2026
Q1 | $124K | Hold |
683
| – | – | 0.01% | 258 |
|
|
2025
Q4 | $88.1K | Buy |
683
+1
| +0.1% | +$135 | 0.01% | 275 |
|
|
2025
Q3 | $92.8K | Hold |
682
| – | – | 0.01% | 277 |
|
|
2025
Q2 | $81.4K | Hold |
682
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $84.2K | Hold |
682
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $77.7K | Hold |
682
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $89.7K | Hold |
682
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $96.3K | Hold |
682
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $111K | Hold |
682
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $90.8K | Hold |
682
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $81.9K | Hold |
682
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $65.1K | Sell |
682
-13
| -2% | -$1.26K | 0.01% | 250 |
|
|
2023
Q1 | $70.5K | Buy |
695
+13
| +2% | +$1.32K | 0.01% | 249 |
|
|
2022
Q4 | $71K | Hold |
682
| – | – | 0.01% | 247 |
|
|
2022
Q3 | $55K | Sell |
682
-14
| -2% | -$1.19K | 0.01% | 264 |
|
|
2022
Q2 | $57K | Buy |
696
+14
| +2% | +$1.29K | 0.01% | 253 |
|
|
2022
Q1 | $59K | Hold |
682
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $49K | Hold |
682
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $48K | Hold |
682
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $59K | Hold |
682
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $56K | Hold |
682
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $48K | Hold |
682
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $35K | Hold |
682
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $49K | Sell |
682
-24
| -3% | -$1.7K | 0.01% | 229 |
|
|
2020
Q1 | $38K | Hold |
706
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $79K | Hold |
706
| – | – | 0.02% | 189 |
|
|
2019
Q3 | $72K | Hold |
706
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $66K | Buy |
706
+8
| +1% | +$718 | 0.01% | 208 |
|
|
2019
Q1 | $66K | Buy |
698
+6
| +0.9% | +$570 | 0.02% | 197 |
|
|
2018
Q4 | $60K | Buy |
692
+5
| +0.7% | +$489 | 0.02% | 173 |
|
|
2018
Q3 | $77K | Buy |
687
+5
| +0.7% | +$578 | 0.02% | 192 |
|
|
2018
Q2 | $77K | Buy |
682
+5
| +0.7% | +$562 | 0.02% | 191 |
|
|
2018
Q1 | $65K | Buy |
677
+5
| +0.7% | +$487 | 0.02% | 199 |
|
|
2017
Q4 | $68K | Buy |
+672
| New | +$63.9K | 0.02% | 196 |
|
Other funds holding PSX
EIM
Toth Financial Advisory's PSX Position: Q2 2026 in Review
Toth Financial Advisory reduced its Phillips 66 (PSX) stake by 0.15% in Q2 2026, selling an estimated $172 and leaving 682 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #281.
Toth Financial Advisory first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. The position peaked at $124K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Toth Financial Advisory held 682 shares of Phillips 66 worth $115K as of Q2 2026.
- Toth Financial Advisory sold 1 Phillips 66 share in Q2 2026, an estimated $172.
- Phillips 66 made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #281 holding.
- Toth Financial Advisory first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Phillips 66 position peaked at $124K in Q1 2026.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.