Question 1

How many shares of PSX does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 171,711 shares of PSX (PHILLIPS 66).

Question 2

What is Steward Partners Investment Advisory, LLC's PSX position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's PSX position is worth $29M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling PSX?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their PSX position (+23.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy PSX?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in PSX in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	171,711	+23.0%	$29M	0.1%	$168.16	42
2026-Q1	Increased	139,646	+28.0%	$25.4M	0.1%	$179.91	43
2025-Q4	Increased	109,084	+3.0%	$14.1M	0.1%	$126.39	29
2025-Q3	Decreased	105,874	-2.1%	$14.4M	0.1%	$132.11	0
2025-Q2	Increased	108,175	+0.7%	$12.9M	0.1%	$114.74	34
2025-Q1	Increased	107,476	+1.5%	$13.3M	0.1%	$117.62	34
2024-Q4	Decreased	105,904	-15.4%	$12.1M	0.1%	$107.56	0
2024-Q3	Increased	125,168	+15.4%	$16.5M	0.2%	$123.01	39
2024-Q2	Decreased	108,481	-0.5%	$15.3M	0.2%	$131.01	0
2024-Q1	Increased	109,059	+0.1%	$17.8M	0.2%	$150.39	34
2023-Q4	Increased	108,960	+12.2%	$14.5M	0.2%	$121.71	38
2023-Q3	Increased	97,110	+0.4%	$11.7M	0.2%	$108.83	33
2023-Q2	Increased	96,708	+0.4%	$9.2M	0.1%	$85.60	33
2023-Q1	Decreased	96,324	-4.0%	$9.8M	0.2%	$89.99	0
2022-Q4	Increased	100,354	+1.9%	$10.4M	0.2%	$91.46	34
2022-Q3	Decreased	98,511	-24.4%	$8M	0.1%	$70.31	0
2022-Q2	Decreased	130,250	-0.9%	$10.7M	0.2%	$70.64	0
2022-Q1	Increased	131,456	+106.9%	$11.4M	0.2%	$73.68	54
2021-Q4	Decreased	63,535	-3.2%	$4.6M	0.1%	$61.14	0
2021-Q3	Increased	65,614	+3.6%	$4.6M	0.1%	$58.41	28
2021-Q2	Decreased	63,317	-50.8%	$5.4M	0.1%	$70.68	0
2021-Q1	Increased	128,550	+112.5%	$5.2B	0.1%	$66.44	51
2020-Q4	Decreased	60,502	-26.8%	$4.2M	0.1%	$56.35	0
2020-Q3	Increased	82,614	+17.7%	$4.3M	0.1%	$41.13	37
2020-Q2	Increased	70,165	+16.3%	$5M	0.1%	$56.24	37
2020-Q1	Decreased	60,328	-3.5%	$3.2M	0.1%	$41.43	0
2019-Q4	Decreased	62,487	-0.2%	$7M	0.2%	$85.19	0
2019-Q3	Increased	62,592	+4.7%	$6.4M	0.2%	$77.71	34
2019-Q2	Increased	59,758	+4.4%	$5.6M	0.2%	$70.34	34
2019-Q1	New	57,249	-	$5.4M	0.2%	$70.83	45

PSX30 quarters

PSX
30 quarters