Barrow, Hanley, Mewhinney & Strauss’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 | $179M | Sell |
981,432
-35,888
| -4% | -$5.62M | 0.59% | 55 |
|
|
2025
Q4 | $131M | Sell |
1,017,320
-2,131,878
| -68% | -$287M | 0.44% | 65 |
|
|
2025
Q3 | $428M | Sell |
3,149,198
-32,460
| -1% | -$4.16M | 1.36% | 27 |
|
|
2025
Q2 | $380M | Sell |
3,181,658
-14,528
| -0.5% | -$1.63M | 1.28% | 32 |
|
|
2025
Q1 | $395M | Buy |
3,196,186
+1,166,624
| +57% | +$144M | 1.43% | 26 |
|
|
2024
Q4 | $231M | Sell |
2,029,562
-43,721
| -2% | -$5.56M | 0.79% | 51 |
|
|
2024
Q3 | $273M | Sell |
2,073,283
-740,296
| -26% | -$100M | 0.89% | 43 |
|
|
2024
Q2 | $397M | Buy |
2,813,579
+79,301
| +3% | +$11.7M | 1.36% | 31 |
|
|
2024
Q1 | $447M | Sell |
2,734,278
-624,813
| -19% | -$90M | 1.5% | 24 |
|
|
2023
Q4 | $447M | Sell |
3,359,091
-193,275
| -5% | -$23.1M | 1.57% | 24 |
|
|
2023
Q3 | $427M | Sell |
3,552,366
-264,806
| -7% | -$29.7M | 1.63% | 26 |
|
|
2023
Q2 | $364M | Sell |
3,817,172
-778,282
| -17% | -$75.7M | 1.36% | 34 |
|
|
2023
Q1 | $466M | Sell |
4,595,454
-1,377,184
| -23% | -$140M | 1.8% | 17 |
|
|
2022
Q4 | $622M | Sell |
5,972,638
-550,412
| -8% | -$56.3M | 2.33% | 5 |
|
|
2022
Q3 | $527M | Sell |
6,523,050
-175,551
| -3% | -$15M | 2.16% | 10 |
|
|
2022
Q2 | $549M | Sell |
6,698,601
-275,728
| -4% | -$25.5M | 2.07% | 11 |
|
|
2022
Q1 | $603M | Sell |
6,974,329
-407,925
| -6% | -$34.3M | 1.97% | 14 |
|
|
2021
Q4 | $535M | Sell |
7,382,254
-244,384
| -3% | -$18.5M | 1.69% | 22 |
|
|
2021
Q3 | $534M | Buy |
7,626,638
+402,779
| +6% | +$29.2M | 1.77% | 17 |
|
|
2021
Q2 | $620M | Sell |
7,223,859
-1,444,007
| -17% | -$122M | 1.99% | 10 |
|
|
2021
Q1 | $707M | Sell |
8,667,866
-327,455
| -4% | -$25.7M | 2.25% | 4 |
|
|
2020
Q4 | $629M | Buy |
8,995,321
+637,530
| +8% | +$37.4M | 2.17% | 6 |
|
|
2020
Q3 | $433M | Sell |
8,357,791
-80,723
| -1% | -$4.93M | 1.67% | 23 |
|
|
2020
Q2 | $607M | Buy |
8,438,514
+1,735,519
| +26% | +$123M | 2.38% | 3 |
|
|
2020
Q1 | $360M | Buy |
6,702,995
+1,702
| +0% | +$139K | 1.65% | 22 |
|
|
2019
Q4 | $747M | Sell |
6,701,293
-5,966,772
| -47% | -$670M | 2.39% | 7 |
|
|
2019
Q3 | $1.3B | Sell |
12,668,065
-1,243,969
| -9% | -$125M | 2.55% | 9 |
|
|
2019
Q2 | $1.3B | Sell |
13,912,034
-347,842
| -2% | -$31.2M | 2.37% | 11 |
|
|
2019
Q1 | $1.36B | Buy |
14,259,876
+614,580
| +5% | +$58.4M | 2.44% | 9 |
|
|
2018
Q4 | $1.18B | Buy |
13,645,296
+958,545
| +8% | +$93.7M | 2.3% | 10 |
|
|
2018
Q3 | $1.43B | Sell |
12,686,751
-329,027
| -3% | -$38M | 2.27% | 10 |
|
|
2018
Q2 | $1.46B | Sell |
13,015,778
-1,601,869
| -11% | -$180M | 2.36% | 5 |
|
|
2018
Q1 | $1.4B | Buy |
14,617,647
+230,582
| +2% | +$22.4M | 2.23% | 11 |
|
|
2017
Q4 | $1.46B | Sell |
14,387,065
-898,288
| -6% | -$85.4M | 2.17% | 13 |
|
|
2017
Q3 | $1.4B | Sell |
15,285,353
-55,807
| -0.4% | -$4.73M | 2.11% | 13 |
|
|
2017
Q2 | $1.27B | Buy |
15,341,160
+991,345
| +7% | +$77.8M | 1.93% | 20 |
|
|
2017
Q1 | $1.14B | Buy |
14,349,815
+585,176
| +4% | +$47.1M | 1.71% | 24 |
|
|
2016
Q4 | $1.19B | Sell |
13,764,639
-545,123
| -4% | -$45.3M | 1.78% | 21 |
|
|
2016
Q3 | $1.15B | Sell |
14,309,762
-252,936
| -2% | -$19.7M | 1.75% | 26 |
|
|
2016
Q2 | $1.16B | Buy |
14,562,698
+459,964
| +3% | +$37.6M | 1.76% | 23 |
|
|
2016
Q1 | $1.22B | Sell |
14,102,734
-1,231,717
| -8% | -$100M | 1.87% | 20 |
|
|
2015
Q4 | $1.25B | Sell |
15,334,451
-202,158
| -1% | -$17.4M | 1.87% | 21 |
|
|
2015
Q3 | $1.19B | Sell |
15,536,609
-2,623,349
| -14% | -$208M | 1.84% | 22 |
|
|
2015
Q2 | $1.46B | Buy |
18,159,958
+22,038
| +0.1% | +$1.75M | 1.99% | 16 |
|
|
2015
Q1 | $1.43B | Buy |
18,137,920
+1,860,124
| +11% | +$137M | 1.94% | 15 |
|
|
2014
Q4 | $1.17B | Buy |
16,277,796
+536,597
| +3% | +$39.6M | 1.56% | 27 |
|
|
2014
Q3 | $1.28B | Buy |
15,741,199
+483,234
| +3% | +$40.2M | 1.74% | 24 |
|
|
2014
Q2 | $1.23B | Buy |
15,257,965
+155,103
| +1% | +$12.8M | 1.65% | 25 |
|
|
2014
Q1 | $1.16B | Sell |
15,102,862
-3,523,747
| -19% | -$268M | 1.67% | 25 |
|
|
2013
Q4 | $1.44B | Buy |
18,626,609
+1,420,884
| +8% | +$94.8M | 2.08% | 17 |
|
|
2013
Q3 | $995M | Sell |
17,205,725
-630,517
| -4% | -$36.6M | 1.59% | 28 |
|
|
2013
Q2 | $1.05B | Buy |
+17,836,242
| New | +$1.12B | 1.77% | 22 |
|
Other funds holding PSX
VCM
VPM
EIM
Barrow, Hanley, Mewhinney & Strauss's PSX Position: Q1 2026 in Review
Barrow, Hanley, Mewhinney & Strauss reduced its Phillips 66 (PSX) stake by 3.5% in Q1 2026, selling an estimated $5.62M and leaving 981,432 shares worth $179M. The position accounts for 0.59% of the portfolio, ranked #55.
Barrow, Hanley, Mewhinney & Strauss first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.46B in Q2 2015. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss held 981,432 shares of Phillips 66 worth $179M as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss sold 35,888 Phillips 66 shares in Q1 2026, an estimated $5.62M.
- Phillips 66 made up 0.59% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #55 holding.
- Barrow, Hanley, Mewhinney & Strauss first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Barrow, Hanley, Mewhinney & Strauss's Phillips 66 position peaked at $1.46B in Q2 2015.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.