Creative Financial Designs’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 | $211K | Sell |
1,157
-23
| -2% | -$3.6K | 0.01% | 500 |
|
|
2025
Q4 | $152K | Sell |
1,180
-4
| -0.3% | -$538 | 0.01% | 545 |
|
|
2025
Q3 | $161K | Sell |
1,184
-838
| -41% | -$107K | 0.01% | 524 |
|
|
2025
Q2 | $241K | Buy |
2,022
+832
| +70% | +$93.2K | 0.02% | 445 |
|
|
2025
Q1 | $147K | Sell |
1,190
-77
| -6% | -$9.49K | 0.01% | 525 |
|
|
2024
Q4 | $144K | Hold |
1,267
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $167K | Sell |
1,267
-39
| -3% | -$5.27K | 0.01% | 489 |
|
|
2024
Q2 | $184K | Buy |
1,306
+307
| +31% | +$45.4K | 0.02% | 449 |
|
|
2024
Q1 | $163K | Sell |
999
-31
| -3% | -$4.47K | 0.02% | 471 |
|
|
2023
Q4 | $137K | Buy |
1,030
+2
| +0.2% | +$239 | 0.01% | 472 |
|
|
2023
Q3 | $124K | Buy |
1,028
+349
| +51% | +$39.2K | 0.01% | 455 |
|
|
2023
Q2 | $64.8K | Sell |
679
-23
| -3% | -$2.24K | 0.01% | 571 |
|
|
2023
Q1 | $71.1K | Buy |
702
+101
| +17% | +$10.3K | 0.01% | 521 |
|
|
2022
Q4 | $62.5K | Buy |
601
+1
| +0.2% | +$102 | 0.01% | 533 |
|
|
2022
Q3 | $48K | Buy |
600
+36
| +6% | +$3.07K | 0.01% | 558 |
|
|
2022
Q2 | $46K | Hold |
564
| – | – | 0.01% | 565 |
|
|
2022
Q1 | $49K | Sell |
564
-21
| -4% | -$1.77K | 0.01% | 569 |
|
|
2021
Q4 | $42K | Buy |
585
+151
| +35% | +$11.4K | 0.01% | 606 |
|
|
2021
Q3 | $30K | Sell |
434
-246
| -36% | -$17.8K | 0.01% | 756 |
|
|
2021
Q2 | $58K | Buy |
680
+401
| +144% | +$33.8K | 0.01% | 564 |
|
|
2021
Q1 | $23K | Buy |
279
+149
| +115% | +$11.7K | ﹤0.01% | 752 |
|
|
2020
Q4 | $9K | Buy |
130
+96
| +282% | +$5.64K | ﹤0.01% | 889 |
|
|
2020
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $2K | Buy |
+34
| New | +$2.41K | ﹤0.01% | 1042 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$3K | – | 606 |
|
|
2019
Q3 | $3K | Buy |
+30
| New | +$3.01K | ﹤0.01% | 529 |
|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 589 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$1.14K | ﹤0.01% | 541 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$4K | – | 722 |
|
|
2018
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $3K | Sell |
34
-31
| -48% | -$3.02K | ﹤0.01% | 571 |
|
|
2017
Q4 | $7K | Sell |
65
-900
| -93% | -$85.6K | ﹤0.01% | 462 |
|
|
2017
Q3 | $88K | Sell |
965
-50
| -5% | -$4.24K | 0.05% | 196 |
|
|
2017
Q2 | $84K | Sell |
1,015
-311
| -23% | -$24.4K | 0.05% | 193 |
|
|
2017
Q1 | $105K | Sell |
1,326
-226
| -15% | -$18.2K | 0.08% | 177 |
|
|
2016
Q4 | $134K | Buy |
+1,552
| New | +$129K | 0.11% | 150 |
|
Other funds holding PSX
VCM
VPM
EIM
Creative Financial Designs's PSX Position: Q1 2026 in Review
Creative Financial Designs reduced its Phillips 66 (PSX) stake by 1.9% in Q1 2026, selling an estimated $3.6K and leaving 1,157 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #500.
Creative Financial Designs first reported a position in PSX in Q4 2016 and has held it in 34 quarters since. The position peaked at $241K in Q2 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Creative Financial Designs held 1,157 shares of Phillips 66 worth $211K as of Q1 2026.
- Creative Financial Designs sold 23 Phillips 66 shares in Q1 2026, an estimated $3.6K.
- Phillips 66 made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #500 holding.
- Creative Financial Designs first reported a position in Phillips 66 in Q4 2016 and has held it in 34 quarters since.
- Creative Financial Designs's Phillips 66 position peaked at $241K in Q2 2025.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.