Cannell & Spears’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 | $1.89M | Sell |
10,370
-1,636
| -14% | -$256K | 0.04% | 199 |
|
|
2025
Q4 | $1.55M | Sell |
12,006
-25
| -0.2% | -$3.37K | 0.03% | 212 |
|
|
2025
Q3 | $1.64M | Sell |
12,031
-734
| -6% | -$94K | 0.03% | 199 |
|
|
2025
Q2 | $1.52M | Sell |
12,765
-182
| -1% | -$20.4K | 0.03% | 203 |
|
|
2025
Q1 | $1.6M | Buy |
12,947
+1,256
| +11% | +$155K | 0.03% | 199 |
|
|
2024
Q4 | $1.33M | Sell |
11,691
-112
| -0.9% | -$14.2K | 0.03% | 214 |
|
|
2024
Q3 | $1.55M | Buy |
11,803
+625
| +6% | +$84.4K | 0.03% | 202 |
|
|
2024
Q2 | $1.58M | Hold |
11,178
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $1.83M | Buy |
11,178
+9,055
| +427% | +$1.3M | 0.04% | 185 |
|
|
2023
Q4 | $283K | Hold |
2,123
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $255K | Hold |
2,123
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $202K | Sell |
2,123
-25
| -1% | -$2.43K | 0.02% | 217 |
|
|
2023
Q1 | $218K | Buy |
2,148
+186
| +9% | +$18.9K | 0.02% | 208 |
|
|
2022
Q4 | $204K | Buy |
+1,962
| New | +$201K | 0.02% | 216 |
|
|
2020
Q1 | – | Sell |
-2,043
| Closed | -$228K | – | 240 |
|
|
2019
Q4 | $228K | Sell |
2,043
-3,627
| -64% | -$407K | 0.02% | 169 |
|
|
2019
Q3 | $581K | Buy |
5,670
+48
| +0.9% | +$4.81K | 0.07% | 88 |
|
|
2019
Q2 | $526K | Hold |
5,622
| – | – | 0.06% | 92 |
|
|
2019
Q1 | $535K | Hold |
5,622
| – | – | 0.07% | 95 |
|
|
2018
Q4 | $484K | Hold |
5,622
| – | – | 0.07% | 96 |
|
|
2018
Q3 | $634K | Hold |
5,622
| – | – | 0.08% | 85 |
|
|
2018
Q2 | $631K | Sell |
5,622
-200
| -3% | -$22.5K | 0.08% | 85 |
|
|
2018
Q1 | $558K | Sell |
5,822
-2,454
| -30% | -$239K | 0.07% | 91 |
|
|
2017
Q4 | $837K | Sell |
8,276
-3,590
| -30% | -$341K | 0.1% | 74 |
|
|
2017
Q3 | $1.09M | Hold |
11,866
| – | – | 0.13% | 58 |
|
|
2017
Q2 | $981K | Buy |
11,866
+3,710
| +45% | +$291K | 0.12% | 55 |
|
|
2017
Q1 | $646K | Hold |
8,156
| – | – | 0.08% | 72 |
|
|
2016
Q4 | $705K | Sell |
8,156
-25
| -0.3% | -$2.08K | 0.09% | 65 |
|
|
2016
Q3 | $659K | Hold |
8,181
| – | – | 0.08% | 67 |
|
|
2016
Q2 | $649K | Sell |
8,181
-13
| -0.2% | -$1.06K | 0.08% | 65 |
|
|
2016
Q1 | $710K | Hold |
8,194
| – | – | 0.09% | 68 |
|
|
2015
Q4 | $670K | Hold |
8,194
| – | – | 0.08% | 72 |
|
|
2015
Q3 | $630K | Hold |
8,194
| – | – | 0.07% | 77 |
|
|
2015
Q2 | $660K | Sell |
8,194
-12
| -0.1% | -$954 | 0.07% | 80 |
|
|
2015
Q1 | $645K | Hold |
8,206
| – | – | 0.08% | 84 |
|
|
2014
Q4 | $588K | Buy |
8,206
+3,627
| +79% | +$268K | 0.07% | 90 |
|
|
2014
Q3 | $372K | Buy |
4,579
+32
| +0.7% | +$2.66K | 0.04% | 105 |
|
|
2014
Q2 | $366K | Sell |
4,547
-500
| -10% | -$41.2K | 0.04% | 107 |
|
|
2014
Q1 | $389K | Sell |
5,047
-1,300
| -20% | -$99K | 0.05% | 81 |
|
|
2013
Q4 | $490K | Sell |
6,347
-4,560
| -42% | -$304K | 0.06% | 72 |
|
|
2013
Q3 | $631K | Buy |
10,907
+5,860
| +116% | +$340K | 0.08% | 63 |
|
|
2013
Q2 | $297K | Buy |
+5,047
| New | +$317K | 0.04% | 72 |
|
Other funds holding PSX
VCM
VPM
EIM
Cannell & Spears's PSX Position: Q1 2026 in Review
Cannell & Spears reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $256K and leaving 10,370 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #199.
Cannell & Spears first reported a position in PSX in Q2 2013 and has held it in 41 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Cannell & Spears held 10,370 shares of Phillips 66 worth $1.89M as of Q1 2026.
- Cannell & Spears sold 1,636 Phillips 66 shares in Q1 2026, an estimated $256K.
- Phillips 66 made up 0.04% of Cannell & Spears's portfolio in Q1 2026, its #199 holding.
- Cannell & Spears first reported a position in Phillips 66 in Q2 2013 and has held it in 41 quarters since.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.