Moser Wealth Advisors, LLC / PSX
Moser Wealth Advisors, LLC’s Phillips 66 Position
Does Moser Wealth Advisors, LLC own Phillips 66 (PSX)? Yes — 17.5K shares worth $2M (+1.00% of its 13F portfolio) as of Q2 2025, up from 16.9K shares the prior filed quarter.
Position Value
$2M
Q2 2025
Shares
17.5K
% of Portfolio
+1.00%
Quarters Held
22
currently held
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 17.5K | $2M | +1.00% |
| Q1 2025 | 16.9K | $2M | +1.09% |
| Q4 2024 | 17.2K | $2M | +1.02% |
| Q3 2024 | 17.4K | $2M | +1.19% |
| Q2 2024 | 17.1K | $2M | +1.31% |
| Q1 2024 | 16.7K | $3M | +1.52% |
| Q4 2023 | 16.7K | $2M | +1.42% |
| Q3 2023 | 16.6K | $2M | +1.40% |
| Q2 2023 | 16.6K | $2M | +1.07% |
| Q4 2022 | 17.3K | $2M | +1.35% |
| Q3 2022 | 17.4K | $1M | +1.10% |
| Q2 2022 | 17.4K | $1M | +1.06% |
| Q1 2022 | 17.5K | $2M | +0.95% |
| Q4 2021 | 17.6K | $1M | +0.77% |
| Q3 2021 | 18.0K | $1M | +0.81% |
| Q2 2021 | 17.3K | $1M | +0.95% |
| Q1 2021 | 17.6K | $1M | +1.01% |
| Q4 2020 | 17.6K | $1M | +0.91% |
| Q3 2020 | 17.6K | $911,000 | +0.72% |
| Q2 2020 | 14.9K | $1M | +1.02% |
| Q1 2020 | 15.0K | $803,000 | +0.93% |
| Q4 2019 | 14.1K | $2M | +1.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moser Wealth Advisors, LLC’s full portfolio or all institutional holders of PSX.