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Visionary Wealth Advisors’s Phillips 66 PSX Stock Holding History

Visionary 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 		$11.8M Sell
69,764
-4
-0% -$689 0.47% 54
2026
Q1 		$12.7M Sell
69,768
-3,470
-5% -$544K 0.56% 44
2025
Q4 		$9.45M Sell
73,238
-372
-0.5% -$50.1K 0.43% 66
2025
Q3 		$10M Sell
73,610
-2,887
-4% -$370K 0.47% 57
2025
Q2 		$9.13M Buy
76,497
+4,405
+6% +$493K 0.47% 54
2025
Q1 		$8.9M Buy
72,092
+3,770
+6% +$465K 0.53% 49
2024
Q4 		$7.78M Buy
68,322
+806
+1% +$103K 0.46% 62
2024
Q3 		$8.87M Buy
67,516
+6,659
+11% +$899K 0.54% 52
2024
Q2 		$8.59M Buy
60,857
+1,592
+3% +$236K 0.56% 49
2024
Q1 		$9.68M Sell
59,265
-10,297
-15% -$1.48M 0.65% 38
2023
Q4 		$9.26M Sell
69,562
-422
-0.6% -$50.4K 0.68% 33
2023
Q3 		$8.41M Sell
69,984
-3,176
-4% -$356K 0.68% 35
2023
Q2 		$6.98M Sell
73,160
-1,023
-1% -$99.4K 0.56% 43
2023
Q1 		$7.52M Sell
74,183
-1,457
-2% -$148K 0.64% 39
2022
Q4 		$7.87M Buy
75,640
+2,282
+3% +$233K 0.73% 38
2022
Q3 		$5.92M Buy
73,358
+3,893
+6% +$332K 0.62% 38
2022
Q2 		$5.7M Buy
69,465
+5,595
+9% +$518K 0.51% 51
2022
Q1 		$5.52M Buy
63,870
+6,785
+12% +$571K 0.44% 58
2021
Q4 		$4.14M Buy
57,085
+2,837
+5% +$214K 0.34% 77
2021
Q3 		$3.8M Buy
54,248
+23,782
+78% +$1.72M 0.39% 67
2021
Q2 		$2.62M Buy
30,466
+178
+0.6% +$15K 0.26% 92
2021
Q1 		$2.47M Sell
30,288
-1,403
-4% -$110K 0.26% 98
2020
Q4 		$2.22M Buy
31,691
+1,983
+7% +$116K 0.25% 91
2020
Q3 		$1.54M Buy
29,708
+2,965
+11% +$181K 0.22% 98
2020
Q2 		$1.92M Buy
26,743
+2,246
+9% +$159K 0.29% 88
2020
Q1 		$1.31M Buy
24,497
+19,001
+346% +$1.55M 0.25% 94
2019
Q4 		$612K Buy
+5,496
New +$617K 0.11% 123

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

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

Visionary Wealth Advisors reduced its Phillips 66 (PSX) stake by 0.01% in Q2 2026, selling an estimated $689 and leaving 69,764 shares worth $11.8M. The position accounts for 0.47% of the portfolio, ranked #54.

Visionary Wealth Advisors first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Visionary Wealth Advisors held 69,764 shares of Phillips 66 worth $11.8M as of Q2 2026.
  • Visionary Wealth Advisors sold 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.47% of Visionary Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Visionary Wealth Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Phillips 66 position peaked at $12.7M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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