Allen Capital Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.18M | Buy |
6,501
+288
| +5% | +$45.1K | 0.11% | 129 |
|
|
2025
Q4 | $802K | Hold |
6,213
| – | – | 0.07% | 143 |
|
|
2025
Q3 | $845K | Buy |
6,213
+10
| +0.2% | +$1.28K | 0.08% | 143 |
|
|
2025
Q2 | $740K | Buy |
6,203
+556
| +10% | +$62.3K | 0.08% | 145 |
|
|
2025
Q1 | $697K | Buy |
5,647
+11
| +0.2% | +$1.36K | 0.08% | 132 |
|
|
2024
Q4 | $642K | Buy |
5,636
+265
| +5% | +$33.7K | 0.08% | 131 |
|
|
2024
Q3 | $706K | Sell |
5,371
-229
| -4% | -$30.9K | 0.09% | 126 |
|
|
2024
Q2 | $791K | Sell |
5,600
-376
| -6% | -$55.7K | 0.11% | 109 |
|
|
2024
Q1 | $976K | Buy |
5,976
+76
| +1% | +$11K | 0.14% | 97 |
|
|
2023
Q4 | $785K | Sell |
5,900
-80
| -1% | -$9.56K | 0.12% | 105 |
|
|
2023
Q3 | $712K | Buy |
5,980
+1
| +0% | +$112 | 0.13% | 102 |
|
|
2023
Q2 | $570K | Buy |
5,979
+18
| +0.3% | +$1.75K | 0.1% | 115 |
|
|
2023
Q1 | $604K | Buy |
+5,961
| New | +$606K | 0.11% | 112 |
|
|
2022
Q4 | – | Sell |
-6,031
| Closed | -$487K | – | 126 |
|
|
2022
Q3 | $487K | Sell |
6,031
-60
| -1% | -$5.11K | 0.11% | 110 |
|
|
2022
Q2 | $499K | Buy |
6,091
+1
| +0% | +$93 | 0.1% | 108 |
|
|
2022
Q1 | $526K | Sell |
6,090
-611
| -9% | -$51.4K | 0.1% | 107 |
|
|
2021
Q4 | $486K | Buy |
6,701
+601
| +10% | +$45.4K | 0.08% | 111 |
|
|
2021
Q3 | $427K | Buy |
6,100
+1
| +0% | +$72 | 0.09% | 108 |
|
|
2021
Q2 | $523K | Sell |
6,099
-69
| -1% | -$5.82K | 0.1% | 100 |
|
|
2021
Q1 | $503K | Sell |
6,168
-14
| -0.2% | -$1.1K | 0.11% | 99 |
|
|
2020
Q4 | $432K | Buy |
6,182
+1
| +0% | +$59 | 0.1% | 101 |
|
|
2020
Q3 | $317K | Sell |
6,181
-138
| -2% | -$8.42K | 0.08% | 113 |
|
|
2020
Q2 | $454K | Sell |
6,319
-586
| -8% | -$41.5K | 0.12% | 97 |
|
|
2020
Q1 | $370K | Sell |
6,905
-1,518
| -18% | -$124K | 0.11% | 96 |
|
|
2019
Q4 | $938K | Sell |
8,423
-885
| -10% | -$99.4K | 0.25% | 76 |
|
|
2019
Q3 | $956K | Sell |
9,308
-59
| -0.6% | -$5.91K | 0.3% | 70 |
|
|
2019
Q2 | $876K | Sell |
9,367
-3,586
| -28% | -$322K | 0.28% | 68 |
|
|
2019
Q1 | $1.23M | Sell |
12,953
-906
| -7% | -$86.1K | 0.41% | 53 |
|
|
2018
Q4 | $1.32M | Buy |
13,859
+232
| +2% | +$22.7K | 0.47% | 46 |
|
|
2018
Q3 | $1.54M | Sell |
13,627
-272
| -2% | -$31.4K | 0.51% | 45 |
|
|
2018
Q2 | $1.56M | Sell |
13,899
-224
| -2% | -$25.2K | 0.58% | 39 |
|
|
2018
Q1 | $1.35M | Buy |
14,123
+568
| +4% | +$55.3K | 0.53% | 42 |
|
|
2017
Q4 | $1.37M | Buy |
+13,555
| New | +$1.29M | 0.59% | 39 |
|
Other funds holding PSX
VCM
VPM
EIM
Allen Capital Group's PSX Position: Q1 2026 in Review
Allen Capital Group increased its Phillips 66 (PSX) stake by 4.6% in Q1 2026, buying an estimated $45.1K and bringing the position to 6,501 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #129.
Allen Capital Group first reported a position in PSX in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.56M in Q2 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Allen Capital Group held 6,501 shares of Phillips 66 worth $1.18M as of Q1 2026.
- Allen Capital Group bought 288 Phillips 66 shares in Q1 2026, an estimated $45.1K.
- Phillips 66 made up 0.11% of Allen Capital Group's portfolio in Q1 2026, its #129 holding.
- Allen Capital Group first reported a position in Phillips 66 in Q4 2017 and has held it in 33 quarters since.
- Allen Capital Group's Phillips 66 position peaked at $1.56M in Q2 2018.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.