Wealthcare Advisory Partners’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 | $750K | Sell |
4,438
-4,691
| -51% | -$808K | 0.01% | 586 |
|
|
2026
Q1 | $1.66M | Sell |
9,129
-25
| -0.3% | -$3.92K | 0.03% | 398 |
|
|
2025
Q4 | $1.18M | Sell |
9,154
-698
| -7% | -$93.9K | 0.02% | 466 |
|
|
2025
Q3 | $1.34M | Sell |
9,852
-34
| -0.3% | -$4.36K | 0.03% | 426 |
|
|
2025
Q2 | $1.18M | Buy |
9,886
+160
| +2% | +$17.9K | 0.03% | 444 |
|
|
2025
Q1 | $1.2M | Sell |
9,726
-65
| -0.7% | -$8.01K | 0.03% | 405 |
|
|
2024
Q4 | $1.12M | Sell |
9,791
-228
| -2% | -$29K | 0.03% | 397 |
|
|
2024
Q3 | $1.32M | Sell |
10,019
-2,037
| -17% | -$275K | 0.04% | 351 |
|
|
2024
Q2 | $1.7M | Buy |
12,056
+717
| +6% | +$106K | 0.05% | 263 |
|
|
2024
Q1 | $1.85M | Buy |
11,339
+6,595
| +139% | +$950K | 0.06% | 244 |
|
|
2023
Q4 | $632K | Sell |
4,744
-360
| -7% | -$43K | 0.03% | 435 |
|
|
2023
Q3 | $613K | Buy |
5,104
+557
| +12% | +$62.5K | 0.03% | 387 |
|
|
2023
Q2 | $434K | Sell |
4,547
-1,420
| -24% | -$138K | 0.02% | 474 |
|
|
2023
Q1 | $605K | Buy |
5,967
+488
| +9% | +$49.6K | 0.03% | 405 |
|
|
2022
Q4 | $570K | Buy |
5,479
+1,777
| +48% | +$182K | 0.03% | 387 |
|
|
2022
Q3 | $299K | Buy |
3,702
+525
| +17% | +$44.7K | 0.02% | 483 |
|
|
2022
Q2 | $261K | Buy |
3,177
+495
| +18% | +$45.8K | 0.02% | 466 |
|
|
2022
Q1 | $232K | Buy |
+2,682
| New | +$226K | 0.01% | 481 |
|
|
2021
Q3 | – | Sell |
-2,371
| Closed | -$203K | – | 574 |
|
|
2021
Q2 | $203K | Buy |
2,371
+35
| +1% | +$2.95K | 0.01% | 523 |
|
|
2021
Q1 | $190K | Buy |
+2,336
| New | +$183K | 0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-1,684
| Closed | -$90K | – | 1093 |
|
|
2020
Q1 | $90K | Sell |
1,684
-247
| -13% | -$20.1K | 0.01% | 392 |
|
|
2019
Q4 | $215K | Sell |
1,931
-48
| -2% | -$5.39K | 0.03% | 286 |
|
|
2019
Q3 | $203K | Buy |
1,979
+168
| +9% | +$16.8K | 0.03% | 273 |
|
|
2019
Q2 | $169K | Buy |
1,811
+3
| +0.2% | +$269 | 0.03% | 291 |
|
|
2019
Q1 | $172K | Sell |
1,808
-34
| -2% | -$3.23K | 0.03% | 261 |
|
|
2018
Q4 | $159K | Sell |
1,842
-17
| -0.9% | -$1.66K | 0.03% | 242 |
|
|
2018
Q3 | $210K | Sell |
1,859
-146
| -7% | -$16.9K | 0.04% | 210 |
|
|
2018
Q2 | $225K | Buy |
2,005
+129
| +7% | +$14.5K | 0.04% | 199 |
|
|
2018
Q1 | $180K | Sell |
1,876
-443
| -19% | -$43.1K | 0.04% | 206 |
|
|
2017
Q4 | $235K | Buy |
2,319
+776
| +50% | +$73.8K | 0.06% | 159 |
|
|
2017
Q3 | $141K | Buy |
+1,543
| New | +$131K | 0.04% | 178 |
|
Other funds holding PSX
EIM
Wealthcare Advisory Partners's PSX Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Phillips 66 (PSX) stake by 51% in Q2 2026, selling an estimated $808K and leaving 4,438 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #586.
Wealthcare Advisory Partners first reported a position in PSX in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.85M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Wealthcare Advisory Partners held 4,438 shares of Phillips 66 worth $750K as of Q2 2026.
- Wealthcare Advisory Partners sold 4,691 Phillips 66 shares in Q2 2026, an estimated $808K.
- Phillips 66 made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #586 holding.
- Wealthcare Advisory Partners first reported a position in Phillips 66 in Q3 2017 and has held it in 31 quarters since.
- Wealthcare Advisory Partners's Phillips 66 position peaked at $1.85M in Q1 2024.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.