Position history for NewEdge Advisors, LLC's holdings in PHILLIPS 66
NewEdge Advisors, LLC holds 824,364 shares of PSX (PHILLIPS 66), worth $150.2M as of 2026-Q1. The position was decreased (-17.3% shares). PSX represents 0.5% of NewEdge Advisors, LLC's portfolio.
Current Value
$150.2M
Current Shares
824,364
Total Value Change
+$135M
Total Shares Change
+717,100
Other major holders of PSX: VANGUARD GROUP INC, BlackRock, Inc., BlackRock Finance, Inc.
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 |