How many shares of PSX does NewEdge Advisors, LLC own?

As of 2026-Q1, NewEdge Advisors, LLC holds 824,364 shares of PSX (PHILLIPS 66).

What is NewEdge Advisors, LLC's PSX position worth?

As of 2026-Q1, NewEdge Advisors, LLC's PSX position is worth $150.2M.

In 2026-Q1, NewEdge Advisors, LLC decreased their PSX position (-17.3% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in PSX in 2018-Q4. They have held the position across 30 quarters.

Position history for NewEdge Advisors, LLC's holdings in PHILLIPS 66

Current Value

$150.2M

Current Shares

824,364

Total Value Change

+$148M

Total Shares Change

+799,134

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	824,364	-17.3%	$150.2M	0.5%	$159.78	0
2025-Q4	Increased	996,955	+732.0%	$128.6M	0.5%	$129.56	58
2025-Q3	Increased	119,824	+3.2%	$16.3M	0.1%	$136.41	29
2025-Q2	Increased	116,121	+42.4%	$13.9M	0.1%	$117.09	38
2025-Q1	Increased	81,525	+3.4%	$10.1M	0.1%	$118.41	29
2024-Q4	Decreased	78,864	-6.3%	$9M	0.1%	$107.94	0
2024-Q3	Decreased	84,197	-21.5%	$11.1M	0.1%	$125.20	0
2024-Q2	Increased	107,264	+26.4%	$15.1M	0.1%	$133.75	42
2024-Q1	Decreased	84,882	-6.1%	$13.9M	0.1%	$153.54	0
2023-Q4	Increased	90,382	+10.7%	$11.9M	0.1%	$124.25	37
2023-Q3	Increased	81,676	+0.3%	$9.8M	0.1%	$111.11	33
2023-Q2	Increased	81,434	+8.0%	$7.8M	0.1%	$86.61	30
2023-Q1	Increased	75,397	+6.5%	$7.6M	0.1%	$90.61	29
2022-Q4	Increased	70,788	+56.1%	$3.7M	0.1%	$93.37	38
2022-Q3	Decreased	45,339	-13.0%	$3.7M	0.1%	$71.71	0
2022-Q2	Increased	52,095	+14.2%	$4.3M	0.1%	$74.40	30
2022-Q1	Increased	45,614	+9.7%	$3.9M	0.1%	$76.13	29
2021-Q4	Increased	41,566	+257.3%	$3M	0.0%	$62.42	43
2021-Q3	Decreased	11,635	-11.7%	$815,000	0.0%	$59.57	0
2021-Q2	Increased	13,176	+8.4%	$1.1M	0.0%	$71.56	27
2021-Q1	Decreased	12,155	-14.5%	$991,000	0.0%	$68.47	0
2020-Q4	Decreased	14,220	-13.0%	$995,000	0.0%	$58.07	0
2020-Q3	Decreased	16,346	-31.8%	$847,000	0.0%	$42.27	0
2020-Q2	Decreased	23,961	-4.2%	$1.7M	0.1%	$54.82	0
2020-Q1	Decreased	25,010	-7.4%	$1.3M	0.1%	$42.70	0
2019-Q4	Increased	27,014	+2.5%	$3M	0.1%	$86.16	32
2019-Q3	Increased	26,359	+7.6%	$2.7M	0.1%	$80.31	34
2019-Q2	Increased	24,488	+4.9%	$2.3M	0.1%	$71.81	33
2019-Q1	Decreased	23,351	-7.5%	$2.2M	0.1%	$72.32	0
2018-Q4	New	25,230	-	$2.2M	0.1%	$64.02	43