Newedge Advisors, LLC’s Phillips 66 Position
Does Newedge Advisors, LLC own Phillips 66 (PSX)? Yes — 824.4K shares worth $150M (+0.54% of its 13F portfolio) as of Q2 2026, down from 997.0K shares the prior filed quarter.
Position Value
$150M
Q2 2026
Shares
824.4K
% of Portfolio
+0.54%
Quarters Held
30
currently held
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 824.4K | $150M | +0.54% |
| Q4 2025 | 997.0K | $129M | +0.47% |
| Q3 2025 | 119.8K | $16M | +0.07% |
| Q2 2025 | 116.1K | $14M | +0.07% |
| Q1 2025 | 81.5K | $10M | +0.06% |
| Q4 2024 | 78.9K | $9M | +0.05% |
| Q3 2024 | 84.2K | $11M | +0.07% |
| Q2 2024 | 107.3K | $15M | +0.11% |
| Q1 2024 | 84.9K | $14M | +0.12% |
| Q4 2023 | 90.4K | $12M | +0.11% |
| Q3 2023 | 81.7K | $10M | +0.11% |
| Q2 2023 | 81.4K | $8M | +0.09% |
| Q1 2023 | 75.4K | $8M | +0.10% |
| Q4 2022 | 70.8K | $4M | +0.10% |
| Q3 2022 | 45.3K | $4M | +0.06% |
| Q2 2022 | 52.1K | $4M | +0.07% |
| Q1 2022 | 45.6K | $4M | +0.06% |
| Q4 2021 | 41.6K | $3M | +0.05% |
| Q3 2021 | 11.6K | $815,000 | +0.02% |
| Q2 2021 | 13.2K | $1M | +0.03% |
| Q1 2021 | 12.2K | $991,000 | +0.03% |
| Q4 2020 | 14.2K | $995,000 | +0.03% |
| Q3 2020 | 16.3K | $847,000 | +0.03% |
| Q2 2020 | 24.0K | $2M | +0.07% |
| Q1 2020 | 25.0K | $1M | +0.06% |
| Q4 2019 | 27.0K | $3M | +0.12% |
| Q3 2019 | 26.4K | $3M | +0.12% |
| Q2 2019 | 24.5K | $2M | +0.14% |
| Q1 2019 | 23.4K | $2M | +0.14% |
| Q4 2018 | 25.2K | $2M | +0.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Newedge Advisors, LLC’s full portfolio or all institutional holders of PSX.