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Advus Financial Partners, LLC’s Phillips 66 PSX Stock Holding History

Advus Financial Partners, LLC’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 		$209K Sell
1,237
-29
-2% -$4.99K 0.05% 253
2026
Q1 		$231K Buy
+1,266
New +$198K 0.06% 224
2025
Q2 		– Sell
-2,047
Closed -$253K – 264
2025
Q1 		$253K Sell
2,047
-9
-0.4% -$1.11K 0.07% 205
2024
Q4 		$234K Sell
2,056
-106
-5% -$13.5K 0.07% 205
2024
Q3 		$284K Buy
2,162
+13
+0.6% +$1.75K 0.08% 169
2024
Q2 		$303K Sell
2,149
-109
-5% -$16.1K 0.09% 142
2024
Q1 		$369K Sell
2,258
-59
-3% -$8.5K 0.11% 119
2023
Q4 		$308K Sell
2,317
-235
-9% -$28.1K 0.11% 128
2023
Q3 		$307K Buy
2,552
+71
+3% +$7.97K 0.12% 102
2023
Q2 		$237K Sell
2,481
-168
-6% -$16.3K 0.09% 138
2023
Q1 		$269K Buy
2,649
+18
+0.7% +$1.83K 0.11% 113
2022
Q4 		$274K Buy
2,631
+93
+4% +$9.51K 0.12% 109
2022
Q3 		$205K Buy
+2,538
New +$216K 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

Advus Financial Partners, LLC's PSX Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Phillips 66 (PSX) stake by 2.3% in Q2 2026, selling an estimated $4.99K and leaving 1,237 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #253.

Advus Financial Partners, LLC first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $369K in Q1 2024. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Advus Financial Partners, LLC held 1,237 shares of Phillips 66 worth $209K as of Q2 2026.
  • Advus Financial Partners, LLC sold 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
  • Phillips 66 made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #253 holding.
  • Advus Financial Partners, LLC first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
  • Advus Financial Partners, LLC's Phillips 66 position peaked at $369K in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.