WP 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 | $642K | Sell |
3,796
-617
| -14% | -$106K | 0.16% | 69 |
|
|
2026
Q1 | $804K | Buy |
4,413
+24
| +0.5% | +$3.76K | 0.21% | 62 |
|
|
2025
Q4 | $566K | Sell |
4,389
-118
| -3% | -$15.9K | 0.14% | 70 |
|
|
2025
Q3 | $613K | Buy |
4,507
+37
| +0.8% | +$4.74K | 0.16% | 72 |
|
|
2025
Q2 | $533K | Buy |
4,470
+147
| +3% | +$16.5K | 0.15% | 72 |
|
|
2025
Q1 | $534K | Buy |
4,323
+41
| +1% | +$5.05K | 0.18% | 68 |
|
|
2024
Q4 | $488K | Buy |
4,282
+537
| +14% | +$68.3K | 0.16% | 71 |
|
|
2024
Q3 | $492K | Sell |
3,745
-399
| -10% | -$53.9K | 0.18% | 70 |
|
|
2024
Q2 | $585K | Buy |
4,144
+33
| +0.8% | +$4.88K | 0.19% | 71 |
|
|
2024
Q1 | $671K | Sell |
4,111
-276
| -6% | -$39.8K | 0.22% | 69 |
|
|
2023
Q4 | $584K | Buy |
4,387
+35
| +0.8% | +$4.18K | 0.22% | 69 |
|
|
2023
Q3 | $523K | Buy |
4,352
+39
| +0.9% | +$4.38K | 0.22% | 68 |
|
|
2023
Q2 | $411K | Buy |
4,313
+47
| +1% | +$4.57K | 0.16% | 73 |
|
|
2023
Q1 | $433K | Sell |
4,266
-211
| -5% | -$21.5K | 0.18% | 74 |
|
|
2022
Q4 | $466K | Buy |
4,477
+94
| +2% | +$9.62K | 0.21% | 70 |
|
|
2022
Q3 | $354K | Buy |
4,383
+47
| +1% | +$4.01K | 0.16% | 81 |
|
|
2022
Q2 | $356K | Sell |
4,336
-157
| -3% | -$14.5K | 0.15% | 84 |
|
|
2022
Q1 | $388K | Sell |
4,493
-234
| -5% | -$19.7K | 0.16% | 82 |
|
|
2021
Q4 | $343K | Buy |
4,727
+60
| +1% | +$4.54K | 0.14% | 85 |
|
|
2021
Q3 | $327K | Buy |
4,667
+59
| +1% | +$4.27K | 0.13% | 83 |
|
|
2021
Q2 | $395K | Buy |
4,608
+47
| +1% | +$3.97K | 0.16% | 78 |
|
|
2021
Q1 | $372K | Buy |
4,561
+48
| +1% | +$3.77K | 0.16% | 73 |
|
|
2020
Q4 | $316K | Sell |
4,513
-33
| -0.7% | -$1.94K | 0.15% | 74 |
|
|
2020
Q3 | $236K | Sell |
4,546
-92
| -2% | -$5.61K | 0.14% | 75 |
|
|
2020
Q2 | $333K | Buy |
+4,638
| New | +$328K | 0.23% | 48 |
|
|
2020
Q1 | – | Sell |
-2,458
| Closed | -$274K | – | 60 |
|
|
2019
Q4 | $274K | Buy |
2,458
+19
| +0.8% | +$2.13K | 0.28% | 48 |
|
|
2019
Q3 | $250K | Sell |
2,439
-103
| -4% | -$10.3K | 0.29% | 49 |
|
|
2019
Q2 | $238K | Sell |
2,542
-89
| -3% | -$7.99K | 0.27% | 54 |
|
|
2019
Q1 | $250K | Sell |
2,631
-300
| -10% | -$28.5K | 0.27% | 49 |
|
|
2018
Q4 | $253K | Buy |
2,931
+25
| +0.9% | +$2.44K | 0.25% | 48 |
|
|
2018
Q3 | $328K | Buy |
2,906
+19
| +0.7% | +$2.2K | 0.31% | 39 |
|
|
2018
Q2 | $324K | Buy |
2,887
+19
| +0.7% | +$2.14K | 0.31% | 39 |
|
|
2018
Q1 | $275K | Sell |
2,868
-58
| -2% | -$5.65K | 0.3% | 44 |
|
|
2017
Q4 | $296K | Buy |
2,926
+20
| +0.7% | +$1.9K | 0.29% | 44 |
|
|
2017
Q3 | $266K | Sell |
2,906
-296
| -9% | -$25.1K | 0.2% | 54 |
|
|
2017
Q2 | $265K | Sell |
3,202
-327
| -9% | -$25.7K | 0.19% | 55 |
|
|
2017
Q1 | $280K | Buy |
3,529
+342
| +11% | +$27.6K | 0.18% | 55 |
|
|
2016
Q4 | $275K | Buy |
+3,187
| New | +$265K | 0.19% | 50 |
|
Other funds holding PSX
EIM
WP Advisors's PSX Position: Q2 2026 in Review
WP Advisors reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $106K and leaving 3,796 shares worth $642K. The position accounts for 0.16% of the portfolio, ranked #69.
WP Advisors first reported a position in PSX in Q4 2016 and has held it in 38 quarters since. The position peaked at $804K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- WP Advisors held 3,796 shares of Phillips 66 worth $642K as of Q2 2026.
- WP Advisors sold 617 Phillips 66 shares in Q2 2026, an estimated $106K.
- Phillips 66 made up 0.16% of WP Advisors's portfolio in Q2 2026, its #69 holding.
- WP Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 38 quarters since.
- WP Advisors's Phillips 66 position peaked at $804K in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.