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United Capital Financial Advisors’s Phillips 66 PSX Stock Holding History

United Capital Financial 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
Q1 		$6.55M Sell
35,942
-426
-1% -$66.8K 0.04% 309
2025
Q4 		$4.69M Sell
36,368
-843
-2% -$113K 0.03% 361
2025
Q3 		$5.06M Buy
37,211
+1,046
+3% +$134K 0.04% 306
2025
Q2 		$4.31M Sell
36,165
-1,607
-4% -$180K 0.03% 304
2025
Q1 		$4.66M Buy
37,772
+3,002
+9% +$370K 0.04% 280
2024
Q4 		$3.96M Sell
34,770
-1,313
-4% -$167K 0.03% 297
2024
Q3 		$4.74M Sell
36,083
-377
-1% -$50.9K 0.04% 272
2024
Q2 		$5.15M Sell
36,460
-3,057
-8% -$452K 0.04% 253
2024
Q1 		$6.45M Sell
39,517
-1,417
-3% -$204K 0.05% 237
2023
Q4 		$5.45M Buy
40,934
+3,595
+10% +$430K 0.05% 275
2023
Q3 		$4.49M Sell
37,339
-5,976
-14% -$671K 0.03% 314
2023
Q2 		$4.13M Sell
43,315
-12,395
-22% -$1.2M 0.02% 341
2023
Q1 		$5.65M Sell
55,710
-13,747
-20% -$1.4M 0.03% 306
2022
Q4 		$7.23M Buy
69,457
+8,463
+14% +$866K 0.04% 288
2022
Q3 		$4.92M Buy
60,994
+15,667
+35% +$1.34M 0.03% 319
2022
Q2 		$3.72M Sell
45,327
-1,480
-3% -$137K 0.02% 385
2022
Q1 		$4.04M Sell
46,807
-4,504
-9% -$379K 0.02% 400
2021
Q4 		$3.72M Sell
51,311
-306
-0.6% -$23.1K 0.02% 423
2021
Q3 		$3.62M Buy
51,617
+11
+0% +$796 0.02% 422
2021
Q2 		$4.43M Buy
51,606
+1,530
+3% +$129K 0.02% 389
2021
Q1 		$4.08M Buy
50,076
+489
+1% +$38.4K 0.02% 382
2020
Q4 		$3.47M Sell
49,587
-8,559
-15% -$502K 0.02% 410
2020
Q3 		$3.01M Buy
58,146
+2,733
+5% +$167K 0.02% 424
2020
Q2 		$3.98M Sell
55,413
-1,259
-2% -$89.1K 0.03% 395
2020
Q1 		$3.04M Sell
56,672
-4,936
-8% -$402K 0.03% 417
2019
Q4 		$6.86M Sell
61,608
-177,352
-74% -$19.9M 0.04% 361
2019
Q3 		$24.5M Buy
238,960
+2,316
+1% +$232K 0.17% 135
2019
Q2 		$22.1M Buy
236,644
+34,592
+17% +$3.1M 0.14% 150
2019
Q1 		$19.2M Buy
202,052
+29,640
+17% +$2.82M 0.14% 164
2018
Q4 		$14.9M Buy
172,412
+15,773
+10% +$1.54M 0.12% 177
2018
Q3 		$17.7M Buy
156,639
+15,927
+11% +$1.84M 0.12% 179
2018
Q2 		$15.8M Buy
140,712
+438
+0.3% +$49.2K 0.12% 194
2018
Q1 		$13.5M Buy
140,274
+115
+0.1% +$11.2K 0.1% 225
2017
Q4 		$14.3M Sell
140,159
-409
-0.3% -$38.9K 0.11% 216
2017
Q3 		$12.9M Buy
140,568
+840
+0.6% +$71.2K 0.11% 230
2017
Q2 		$11.6M Buy
139,728
+5,882
+4% +$462K 0.1% 237
2017
Q1 		$10.6M Buy
133,846
+5,441
+4% +$438K 0.1% 243
2016
Q4 		$11.1M Buy
128,405
+9,706
+8% +$807K 0.11% 223
2016
Q3 		$9.56M Buy
118,699
+15,569
+15% +$1.21M 0.09% 269
2016
Q2 		$8.15M Buy
103,130
+16,838
+20% +$1.38M 0.08% 286
2016
Q1 		$7.47M Buy
86,292
+10,981
+15% +$892K 0.08% 262
2015
Q4 		$6.16M Buy
75,311
+9,923
+15% +$856K 0.07% 290
2015
Q3 		$5.02M Buy
65,388
+10,587
+19% +$841K 0.06% 321
2015
Q2 		$4.42M Buy
54,801
+9,494
+21% +$755K 0.05% 367
2015
Q1 		$3.59M Buy
45,307
+37,004
+446% +$2.72M 0.04% 414
2014
Q4 		$595K Sell
8,303
-258
-3% -$19K 0.01% 770
2014
Q3 		$696K Buy
+8,561
New +$713K 0.01% 700
2014
Q2 		– Sell
-7,530
Closed -$580K – 899
2014
Q1 		$580K Buy
7,530
+4,155
+123% +$316K 0.01% 609
2013
Q4 		$260K Sell
3,375
-6,488
-66% -$433K 0.01% 556
2013
Q3 		$570K Sell
9,863
-8,536
-46% -$495K 0.02% 419
2013
Q2 		$1.08M Buy
+18,399
New +$1.16M 0.03% 394

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

United Capital Financial Advisors's PSX Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Phillips 66 (PSX) stake by 1.2% in Q1 2026, selling an estimated $66.8K and leaving 35,942 shares worth $6.55M. The position accounts for 0.04% of the portfolio, ranked #309.

United Capital Financial Advisors first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.5M in Q3 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • United Capital Financial Advisors held 35,942 shares of Phillips 66 worth $6.55M as of Q1 2026.
  • United Capital Financial Advisors sold 426 Phillips 66 shares in Q1 2026, an estimated $66.8K.
  • Phillips 66 made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #309 holding.
  • United Capital Financial Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Phillips 66 position peaked at $24.5M in Q3 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.