Centaurus Financial’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 | $285K | Sell |
1,564
-10
| -0.6% | -$1.57K | 0.01% | 708 |
|
|
2025
Q4 | $203K | Sell |
1,574
-86
| -5% | -$11.6K | 0.01% | 792 |
|
|
2025
Q3 | $226K | Buy |
1,660
+4
| +0.2% | +$512 | 0.01% | 760 |
|
|
2025
Q2 | $198K | Sell |
1,656
-681
| -29% | -$76.3K | 0.01% | 724 |
|
|
2025
Q1 | $289K | Buy |
2,337
+815
| +54% | +$100K | 0.02% | 586 |
|
|
2024
Q4 | $173K | Sell |
1,522
-99
| -6% | -$12.6K | 0.01% | 694 |
|
|
2024
Q3 | $213K | Sell |
1,621
-50
| -3% | -$6.75K | 0.01% | 631 |
|
|
2024
Q2 | $236K | Sell |
1,671
-13
| -0.8% | -$1.92K | 0.02% | 558 |
|
|
2024
Q1 | $275K | Sell |
1,684
-160
| -9% | -$23.1K | 0.02% | 524 |
|
|
2023
Q4 | $246K | Buy |
1,844
+27
| +1% | +$3.23K | 0.02% | 540 |
|
|
2023
Q3 | $218K | Sell |
1,817
-453
| -20% | -$50.8K | 0.02% | 548 |
|
|
2023
Q2 | $216K | Sell |
2,270
-2,402
| -51% | -$234K | 0.02% | 557 |
|
|
2023
Q1 | $474K | Sell |
4,672
-1,018
| -18% | -$104K | 0.04% | 409 |
|
|
2022
Q4 | $592K | Buy |
5,690
+294
| +5% | +$30.1K | 0.06% | 326 |
|
|
2022
Q3 | $436K | Buy |
5,396
+296
| +6% | +$25.2K | 0.04% | 380 |
|
|
2022
Q2 | $418K | Sell |
5,100
-2,867
| -36% | -$265K | 0.04% | 413 |
|
|
2022
Q1 | $688K | Sell |
7,967
-169
| -2% | -$14.2K | 0.05% | 348 |
|
|
2021
Q4 | $590K | Sell |
8,136
-636
| -7% | -$48.1K | 0.04% | 397 |
|
|
2021
Q3 | $614K | Buy |
8,772
+2,057
| +31% | +$149K | 0.05% | 370 |
|
|
2021
Q2 | $576K | Buy |
6,715
+1,476
| +28% | +$125K | 0.05% | 392 |
|
|
2021
Q1 | $427K | Buy |
5,239
+3,491
| +200% | +$274K | 0.04% | 411 |
|
|
2020
Q4 | $122K | Buy |
+1,748
| New | +$103K | 0.01% | 696 |
|
|
2020
Q3 | – | Sell |
-1,896
| Closed | -$136K | – | 693 |
|
|
2020
Q2 | $136K | Sell |
1,896
-30
| -2% | -$2.12K | 0.02% | 525 |
|
|
2020
Q1 | $103K | Sell |
1,926
-180
| -9% | -$14.6K | 0.02% | 486 |
|
|
2019
Q4 | $235K | Buy |
2,106
+54
| +3% | +$6.07K | 0.03% | 420 |
|
|
2019
Q3 | $210K | Sell |
2,052
-231
| -10% | -$23.2K | 0.03% | 411 |
|
|
2019
Q2 | $214K | Buy |
2,283
+2,101
| +1,154% | +$189K | 0.03% | 411 |
|
|
2019
Q1 | $1.91K | Buy |
182
+82
| +82% | +$7.79K | 0.01% | 488 |
|
|
2018
Q4 | $1 | Buy |
100
+98
| +4,900% | +$9.57K | 0.01% | 455 |
|
|
2018
Q3 | $202 | Sell |
2
-5,527
| -100% | -$639K | 0.04% | 378 |
|
|
2018
Q2 | $621K | Buy |
5,529
+4,411
| +395% | +$496K | 0.09% | 251 |
|
|
2018
Q1 | $107K | Buy |
+1,118
| New | +$109K | 0.03% | 430 |
|
Other funds holding PSX
VCM
VPM
EIM
Centaurus Financial's PSX Position: Q1 2026 in Review
Centaurus Financial reduced its Phillips 66 (PSX) stake by 0.64% in Q1 2026, selling an estimated $1.57K and leaving 1,564 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #708.
Centaurus Financial first reported a position in PSX in Q1 2018 and has held it in 32 quarters since. The position peaked at $688K in Q1 2022. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Centaurus Financial held 1,564 shares of Phillips 66 worth $285K as of Q1 2026.
- Centaurus Financial sold 10 Phillips 66 shares in Q1 2026, an estimated $1.57K.
- Phillips 66 made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #708 holding.
- Centaurus Financial first reported a position in Phillips 66 in Q1 2018 and has held it in 32 quarters since.
- Centaurus Financial's Phillips 66 position peaked at $688K in Q1 2022.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.