Wealth Alliance Advisory Group’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 | $1.33M | Buy |
7,854
+32
| +0.4% | +$5.51K | 0.19% | 73 |
|
|
2026
Q1 | $1.42M | Sell |
7,822
-291
| -4% | -$45.6K | 0.23% | 73 |
|
|
2025
Q4 | $1.05M | Sell |
8,113
-88
| -1% | -$11.8K | 0.18% | 79 |
|
|
2025
Q3 | $1.12M | Sell |
8,201
-739
| -8% | -$94.7K | 0.2% | 75 |
|
|
2025
Q2 | $1.07M | Sell |
8,940
-90
| -1% | -$10.1K | 0.2% | 76 |
|
|
2025
Q1 | $1.12M | Buy |
9,030
+294
| +3% | +$36.2K | 0.23% | 71 |
|
|
2024
Q4 | $995K | Sell |
8,736
-401
| -4% | -$51K | 0.21% | 73 |
|
|
2024
Q3 | $1.2M | Hold |
9,137
| – | – | 0.25% | 66 |
|
|
2024
Q2 | $1.29M | Sell |
9,137
-134
| -1% | -$19.8K | 0.29% | 59 |
|
|
2024
Q1 | $1.51M | Buy |
9,271
+1,000
| +12% | +$144K | 0.35% | 49 |
|
|
2023
Q4 | $1.1M | Sell |
8,271
-200
| -2% | -$23.9K | 0.29% | 57 |
|
|
2023
Q3 | $1.02M | Buy |
8,471
+200
| +2% | +$22.4K | 0.3% | 57 |
|
|
2023
Q2 | $789K | Buy |
8,271
+268
| +3% | +$26.1K | 0.28% | 57 |
|
|
2023
Q1 | $811K | Sell |
8,003
-7,549
| -49% | -$768K | 0.3% | 56 |
|
|
2022
Q4 | $1.62M | Buy |
15,552
+1,420
| +10% | +$145K | 0.62% | 30 |
|
|
2022
Q3 | $1.14M | Sell |
14,132
-1,323
| -9% | -$113K | 0.5% | 38 |
|
|
2022
Q2 | $1.27M | Buy |
15,455
+874
| +6% | +$80.9K | 0.6% | 32 |
|
|
2022
Q1 | $1.26M | Buy |
14,581
+1,001
| +7% | +$84.2K | 0.55% | 33 |
|
|
2021
Q4 | $984K | Buy |
13,580
+200
| +1% | +$15.1K | 0.43% | 42 |
|
|
2021
Q3 | $937K | Sell |
13,380
-64
| -0.5% | -$4.63K | 0.46% | 41 |
|
|
2021
Q2 | $1.15M | Sell |
13,444
-1,425
| -10% | -$120K | 0.56% | 35 |
|
|
2021
Q1 | $1.21M | Sell |
14,869
-84
| -0.6% | -$6.59K | 0.62% | 32 |
|
|
2020
Q4 | $1.05M | Sell |
14,953
-174
| -1% | -$10.2K | 0.57% | 36 |
|
|
2020
Q3 | $784K | Sell |
15,127
-6,603
| -30% | -$403K | 0.46% | 41 |
|
|
2020
Q2 | $1.56M | Buy |
21,730
+168
| +0.8% | +$11.9K | 0.96% | 24 |
|
|
2020
Q1 | $1.16M | Sell |
21,562
-34
| -0.2% | -$2.77K | 0.9% | 25 |
|
|
2019
Q4 | $2.41M | Buy |
21,596
+5
| +0% | +$562 | 1.37% | 17 |
|
|
2019
Q3 | $2.3M | Hold |
21,591
| – | – | 1.43% | 15 |
|
|
2019
Q2 | $2.18M | Hold |
21,591
| – | – | 1.34% | 17 |
|
|
2019
Q1 | $1.87M | Buy |
21,591
+1,193
| +6% | +$113K | 1.21% | 19 |
|
|
2018
Q4 | $1.76M | Buy |
20,398
+2,160
| +12% | +$211K | 1.31% | 17 |
|
|
2018
Q3 | $2.06M | Hold |
18,238
| – | – | 1.05% | 25 |
|
|
2018
Q2 | $2.05M | Sell |
18,238
-75
| -0.4% | -$8.43K | 1.12% | 22 |
|
|
2018
Q1 | $1.76M | Buy |
18,313
+7,487
| +69% | +$729K | 1.02% | 24 |
|
|
2017
Q4 | $1.09M | Buy |
+10,826
| New | +$1.03M | 0.98% | 30 |
|
Other funds holding PSX
EIM
Wealth Alliance Advisory Group's PSX Position: Q2 2026 in Review
Wealth Alliance Advisory Group increased its Phillips 66 (PSX) stake by 0.41% in Q2 2026, buying an estimated $5.51K and bringing the position to 7,854 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #73.
Wealth Alliance Advisory Group first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.41M in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Wealth Alliance Advisory Group held 7,854 shares of Phillips 66 worth $1.33M as of Q2 2026.
- Wealth Alliance Advisory Group bought 32 Phillips 66 shares in Q2 2026, an estimated $5.51K.
- Phillips 66 made up 0.19% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #73 holding.
- Wealth Alliance Advisory Group first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Phillips 66 position peaked at $2.41M in Q4 2019.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.