Wealthfront Advisers’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 | $12.7M | Buy |
75,124
+3,626
| +5% | +$624K | 0.02% | 227 |
|
|
2026
Q1 | $13M | Buy |
71,498
+977
| +1% | +$153K | 0.03% | 206 |
|
|
2025
Q4 | $9.1M | Sell |
70,521
-810
| -1% | -$109K | 0.02% | 269 |
|
|
2025
Q3 | $9.7M | Sell |
71,331
-1,942
| -3% | -$249K | 0.02% | 245 |
|
|
2025
Q2 | $8.74M | Buy |
73,273
+23,781
| +48% | +$2.66M | 0.02% | 246 |
|
|
2025
Q1 | $6.11M | Buy |
49,492
+4,123
| +9% | +$508K | 0.02% | 309 |
|
|
2024
Q4 | $5.17M | Sell |
45,369
-6,588
| -13% | -$838K | 0.02% | 323 |
|
|
2024
Q3 | $6.83M | Buy |
51,957
+939
| +2% | +$127K | 0.02% | 240 |
|
|
2024
Q2 | $7.2M | Buy |
51,018
+3,631
| +8% | +$537K | 0.02% | 203 |
|
|
2024
Q1 | $7.74M | Sell |
47,387
-1,319
| -3% | -$190K | 0.03% | 182 |
|
|
2023
Q4 | $6.48M | Buy |
48,706
+935
| +2% | +$112K | 0.02% | 196 |
|
|
2023
Q3 | $5.74M | Buy |
47,771
+155
| +0.3% | +$17.4K | 0.02% | 191 |
|
|
2023
Q2 | $4.54M | Sell |
47,616
-4,423
| -8% | -$430K | 0.02% | 236 |
|
|
2023
Q1 | $5.28M | Sell |
52,039
-2,940
| -5% | -$299K | 0.02% | 196 |
|
|
2022
Q4 | $5.72M | Sell |
54,979
-183
| -0.3% | -$18.7K | 0.03% | 179 |
|
|
2022
Q3 | $4.45M | Buy |
55,162
+12,300
| +29% | +$1.05M | 0.02% | 195 |
|
|
2022
Q2 | $3.51M | Buy |
42,862
+4
| +0% | +$370 | 0.02% | 252 |
|
|
2022
Q1 | $3.7M | Sell |
42,858
-9,185
| -18% | -$773K | 0.02% | 264 |
|
|
2021
Q4 | $3.77M | Buy |
52,043
+9,849
| +23% | +$744K | 0.02% | 243 |
|
|
2021
Q3 | $2.96M | Buy |
42,194
+18,875
| +81% | +$1.37M | 0.01% | 257 |
|
|
2021
Q2 | $2M | Buy |
23,319
+9,862
| +73% | +$832K | 0.01% | 306 |
|
|
2021
Q1 | $1.1M | Buy |
13,457
+8,820
| +190% | +$692K | 0.01% | 372 |
|
|
2020
Q4 | $324K | Sell |
4,637
-67
| -1% | -$3.93K | ﹤0.01% | 488 |
|
|
2020
Q3 | $244K | Sell |
4,704
-4,046
| -46% | -$247K | ﹤0.01% | 485 |
|
|
2020
Q2 | $629K | Buy |
+8,750
| New | +$619K | ﹤0.01% | 381 |
|
|
2020
Q1 | – | Sell |
-8,882
| Closed | -$990K | – | 481 |
|
|
2019
Q4 | $990K | Buy |
8,882
+661
| +8% | +$74.3K | 0.01% | 320 |
|
|
2019
Q3 | $842K | Buy |
8,221
+1,617
| +24% | +$162K | 0.01% | 321 |
|
|
2019
Q2 | $618K | Sell |
6,604
-291
| -4% | -$26.1K | 0.01% | 356 |
|
|
2019
Q1 | $656K | Buy |
6,895
+843
| +14% | +$80.1K | 0.01% | 326 |
|
|
2018
Q4 | $521K | Buy |
+6,052
| New | +$591K | 0.01% | 345 |
|
Other funds holding PSX
EIM
Wealthfront Advisers's PSX Position: Q2 2026 in Review
Wealthfront Advisers increased its Phillips 66 (PSX) stake by 5.1% in Q2 2026, buying an estimated $624K and bringing the position to 75,124 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #227.
Wealthfront Advisers first reported a position in PSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Wealthfront Advisers held 75,124 shares of Phillips 66 worth $12.7M as of Q2 2026.
- Wealthfront Advisers bought 3,626 Phillips 66 shares in Q2 2026, an estimated $624K.
- Phillips 66 made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #227 holding.
- Wealthfront Advisers first reported a position in Phillips 66 in Q4 2018 and has held it in 30 quarters since.
- Wealthfront Advisers's Phillips 66 position peaked at $13M in Q1 2026.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.