Valeo Financial 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 | $2.16M | Buy |
12,763
+174
| +1% | +$30K | 0.05% | 170 |
|
|
2026
Q1 | $2.29M | Sell |
12,589
-2,257
| -15% | -$354K | 0.05% | 145 |
|
|
2025
Q4 | $1.92M | Sell |
14,846
-28
| -0.2% | -$3.77K | 0.04% | 177 |
|
|
2025
Q3 | $2.02M | Sell |
14,874
-285
| -2% | -$36.5K | 0.05% | 173 |
|
|
2025
Q2 | $1.81M | Buy |
15,159
+140
| +0.9% | +$15.7K | 0.04% | 190 |
|
|
2025
Q1 | $1.85M | Buy |
15,019
+836
| +6% | +$103K | 0.05% | 170 |
|
|
2024
Q4 | $1.62M | Sell |
14,183
-344
| -2% | -$43.8K | 0.05% | 175 |
|
|
2024
Q3 | $1.91M | Buy |
14,527
+1,647
| +13% | +$222K | 0.05% | 161 |
|
|
2024
Q2 | $1.82M | Buy |
12,880
+70
| +0.5% | +$10.4K | 0.06% | 159 |
|
|
2024
Q1 | $2.02M | Sell |
12,810
-1,075
| -8% | -$155K | 0.07% | 142 |
|
|
2023
Q4 | $1.85M | Sell |
13,885
-85
| -0.6% | -$10.2K | 0.07% | 142 |
|
|
2023
Q3 | $1.68M | Buy |
13,970
+1,097
| +9% | +$123K | 0.08% | 146 |
|
|
2023
Q2 | $1.23M | Buy |
12,873
+1,813
| +16% | +$176K | 0.06% | 179 |
|
|
2023
Q1 | $1.12M | Buy |
11,060
+16
| +0.1% | +$1.63K | 0.05% | 194 |
|
|
2022
Q4 | $1.15M | Sell |
11,044
-651
| -6% | -$66.6K | 0.06% | 173 |
|
|
2022
Q3 | $944K | Buy |
11,695
+1,928
| +20% | +$164K | 0.06% | 171 |
|
|
2022
Q2 | $801K | Buy |
9,767
+314
| +3% | +$29K | 0.05% | 190 |
|
|
2022
Q1 | $817K | Buy |
9,453
+450
| +5% | +$37.9K | 0.04% | 234 |
|
|
2021
Q4 | $652K | Buy |
9,003
+165
| +2% | +$12.5K | 0.04% | 255 |
|
|
2021
Q3 | $619K | Buy |
8,838
+3,915
| +80% | +$283K | 0.04% | 256 |
|
|
2021
Q2 | $423K | Sell |
4,923
-17
| -0.3% | -$1.44K | 0.03% | 290 |
|
|
2021
Q1 | $403K | Sell |
4,940
-1,415
| -22% | -$111K | 0.02% | 301 |
|
|
2020
Q4 | $444K | Buy |
6,355
+1,940
| +44% | +$114K | 0.02% | 265 |
|
|
2020
Q3 | $229K | Buy |
4,415
+959
| +28% | +$58.5K | 0.02% | 299 |
|
|
2020
Q2 | $248K | Buy |
3,456
+22
| +0.6% | +$1.56K | 0.02% | 286 |
|
|
2020
Q1 | $212K | Buy |
3,434
+7
| +0.2% | +$570 | 0.02% | 289 |
|
|
2019
Q4 | $382K | Sell |
3,427
-534
| -13% | -$60K | 0.04% | 225 |
|
|
2019
Q3 | $406K | Sell |
3,961
-1,494
| -27% | -$150K | 0.04% | 193 |
|
|
2019
Q2 | $510K | Sell |
5,455
-150
| -3% | -$13.5K | 0.06% | 178 |
|
|
2019
Q1 | $533K | Sell |
5,605
-328
| -6% | -$31.2K | 0.06% | 168 |
|
|
2018
Q4 | $511K | Sell |
5,933
-329
| -5% | -$32.1K | 0.07% | 166 |
|
|
2018
Q3 | $644K | Buy |
6,262
+213
| +4% | +$24.6K | 0.09% | 155 |
|
|
2018
Q2 | $735K | Buy |
6,049
+79
| +1% | +$8.88K | 0.1% | 135 |
|
|
2018
Q1 | $573K | Buy |
5,970
+547
| +10% | +$53.2K | 0.09% | 140 |
|
|
2017
Q4 | $549K | Buy |
5,423
+1,227
| +29% | +$117K | 0.09% | 140 |
|
|
2017
Q3 | $384K | Buy |
+4,196
| New | +$355K | 0.09% | 150 |
|
Other funds holding PSX
EIM
Valeo Financial Advisors's PSX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $30K and bringing the position to 12,763 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #170.
Valeo Financial Advisors first reported a position in PSX in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.29M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Valeo Financial Advisors held 12,763 shares of Phillips 66 worth $2.16M as of Q2 2026.
- Valeo Financial Advisors bought 174 Phillips 66 shares in Q2 2026, an estimated $30K.
- Phillips 66 made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #170 holding.
- Valeo Financial Advisors first reported a position in Phillips 66 in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Phillips 66 position peaked at $2.29M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.