Clifford Swan Investment Counsel’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
Q2 | $2.9M | Sell |
17,152
-100
| -0.6% | -$17.2K | 0.09% | 143 |
|
|
2026
Q1 | $3.14M | Hold |
17,252
| – | – | 0.11% | 130 |
|
|
2025
Q4 | $2.23M | Hold |
17,252
| – | – | 0.07% | 146 |
|
|
2025
Q3 | $2.35M | Sell |
17,252
-2
| -0% | -$256 | 0.08% | 139 |
|
|
2025
Q2 | $2.06M | Sell |
17,254
-198
| -1% | -$22.2K | 0.07% | 142 |
|
|
2025
Q1 | $2.15M | Hold |
17,452
| – | – | 0.08% | 141 |
|
|
2024
Q4 | $1.99M | Hold |
17,452
| – | – | 0.07% | 144 |
|
|
2024
Q3 | $2.29M | Buy |
17,452
+548
| +3% | +$74K | 0.08% | 140 |
|
|
2024
Q2 | $2.39M | Sell |
16,904
-54
| -0.3% | -$7.99K | 0.09% | 135 |
|
|
2024
Q1 | $2.77M | Sell |
16,958
-790
| -4% | -$114K | 0.1% | 129 |
|
|
2023
Q4 | $2.36M | Hold |
17,748
| – | – | 0.09% | 135 |
|
|
2023
Q3 | $2.13M | Hold |
17,748
| – | – | 0.09% | 134 |
|
|
2023
Q2 | $1.69M | Sell |
17,748
-80
| -0.4% | -$7.78K | 0.07% | 146 |
|
|
2023
Q1 | $1.81M | Sell |
17,828
-90
| -0.5% | -$9.15K | 0.08% | 140 |
|
|
2022
Q4 | $1.86M | Sell |
17,918
-55
| -0.3% | -$5.63K | 0.08% | 139 |
|
|
2022
Q3 | $1.45M | Sell |
17,973
-367
| -2% | -$31.3K | 0.07% | 151 |
|
|
2022
Q2 | $1.5M | Hold |
18,340
| – | – | 0.07% | 151 |
|
|
2022
Q1 | $1.58M | Sell |
18,340
-3
| -0% | -$252 | 0.06% | 153 |
|
|
2021
Q4 | $1.33M | Buy |
18,343
+1
| +0% | +$76 | 0.05% | 164 |
|
|
2021
Q3 | $1.43M | Hold |
18,342
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $1.31M | Sell |
18,342
-50
| -0.3% | -$4.22K | 0.05% | 161 |
|
|
2021
Q1 | $1.5M | Hold |
18,392
| – | – | 0.06% | 148 |
|
|
2020
Q4 | $1.29M | Sell |
18,392
-165
| -0.9% | -$9.69K | 0.06% | 157 |
|
|
2020
Q3 | $962K | Sell |
18,557
-1,750
| -9% | -$107K | 0.05% | 167 |
|
|
2020
Q2 | $1.46M | Buy |
20,307
+156
| +0.8% | +$11K | 0.08% | 143 |
|
|
2020
Q1 | $1.08M | Buy |
20,151
+43
| +0.2% | +$3.5K | 0.07% | 153 |
|
|
2019
Q4 | $2.24M | Hold |
20,108
| – | – | 0.11% | 126 |
|
|
2019
Q3 | $2.06M | Sell |
20,108
-237
| -1% | -$23.8K | 0.11% | 126 |
|
|
2019
Q2 | $1.9M | Hold |
20,345
| – | – | 0.1% | 131 |
|
|
2019
Q1 | $1.94M | Sell |
20,345
-300
| -1% | -$28.5K | 0.1% | 128 |
|
|
2018
Q4 | $1.78M | Sell |
20,645
-1,717
| -8% | -$168K | 0.11% | 126 |
|
|
2018
Q3 | $2.52M | Hold |
22,362
| – | – | 0.13% | 118 |
|
|
2018
Q2 | $2.51M | Sell |
22,362
-441
| -2% | -$49.6K | 0.14% | 116 |
|
|
2018
Q1 | $2.19M | Hold |
22,803
| – | – | 0.12% | 122 |
|
|
2017
Q4 | $2.31M | Buy |
22,803
+8,335
| +58% | +$792K | 0.13% | 124 |
|
|
2017
Q3 | $1.32M | Sell |
14,468
-122
| -0.8% | -$10.3K | 0.08% | 135 |
|
|
2017
Q2 | $1.21M | Hold |
14,590
| – | – | 0.08% | 140 |
|
|
2017
Q1 | $1.16M | Sell |
14,590
-103
| -0.7% | -$8.3K | 0.07% | 137 |
|
|
2016
Q4 | $1.27M | Sell |
14,693
-122
| -0.8% | -$10.1K | 0.09% | 133 |
|
|
2016
Q3 | $1.19M | Buy |
14,815
+40
| +0.3% | +$3.11K | 0.08% | 136 |
|
|
2016
Q2 | $1.17M | Sell |
14,775
-159
| -1% | -$13K | 0.08% | 134 |
|
|
2016
Q1 | $1.29M | Sell |
14,934
-74
| -0.5% | -$6.01K | 0.09% | 136 |
|
|
2015
Q4 | $1.23M | Buy |
15,008
+22
| +0.1% | +$1.9K | 0.08% | 143 |
|
|
2015
Q3 | $1.15M | Sell |
14,986
-75
| -0.5% | -$5.96K | 0.08% | 136 |
|
|
2015
Q2 | $1.21M | Sell |
15,061
-593
| -4% | -$47.1K | 0.08% | 135 |
|
|
2015
Q1 | $1.23M | Sell |
15,654
-1,045
| -6% | -$76.7K | 0.08% | 130 |
|
|
2014
Q4 | $1.2M | Sell |
16,699
-287
| -2% | -$21.2K | 0.08% | 126 |
|
|
2014
Q3 | $1.38M | Sell |
16,986
-502
| -3% | -$41.8K | 0.09% | 123 |
|
|
2014
Q2 | $1.41M | Sell |
17,488
-1,877
| -10% | -$155K | 0.09% | 121 |
|
|
2014
Q1 | $1.49M | Sell |
19,365
-601
| -3% | -$45.8K | 0.1% | 117 |
|
|
2013
Q4 | $1.54M | Sell |
19,966
-150
| -0.7% | -$10K | 0.11% | 112 |
|
|
2013
Q3 | $1.16M | Sell |
20,116
-1,329
| -6% | -$77.1K | 0.09% | 117 |
|
|
2013
Q2 | $1.26M | Buy |
+21,445
| New | +$1.35M | 0.11% | 110 |
|
Other funds holding PSX
EIM
Clifford Swan Investment Counsel's PSX Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Phillips 66 (PSX) stake by 0.58% in Q2 2026, selling an estimated $17.2K and leaving 17,152 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #143.
Clifford Swan Investment Counsel first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.14M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Clifford Swan Investment Counsel held 17,152 shares of Phillips 66 worth $2.9M as of Q2 2026.
- Clifford Swan Investment Counsel sold 100 Phillips 66 shares in Q2 2026, an estimated $17.2K.
- Phillips 66 made up 0.09% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #143 holding.
- Clifford Swan Investment Counsel first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Clifford Swan Investment Counsel's Phillips 66 position peaked at $3.14M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.