Creative Planning’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 | $55.9M | Buy |
307,033
+26,403
| +9% | +$4.14M | 0.04% | 200 |
|
|
2025
Q4 | $36.2M | Buy |
280,630
+22,575
| +9% | +$3.04M | 0.03% | 255 |
|
|
2025
Q3 | $35.1M | Buy |
258,055
+24,083
| +10% | +$3.09M | 0.03% | 247 |
|
|
2025
Q2 | $27.9M | Sell |
233,972
-3,709
| -2% | -$416K | 0.02% | 267 |
|
|
2025
Q1 | $29.3M | Buy |
237,681
+14,359
| +6% | +$1.77M | 0.03% | 242 |
|
|
2024
Q4 | $25.4M | Buy |
223,322
+4,139
| +2% | +$527K | 0.02% | 249 |
|
|
2024
Q3 | $28.8M | Buy |
219,183
+147
| +0.1% | +$19.8K | 0.03% | 215 |
|
|
2024
Q2 | $30.9M | Sell |
219,036
-15,167
| -6% | -$2.24M | 0.03% | 197 |
|
|
2024
Q1 | $38.3M | Sell |
234,203
-1,343
| -0.6% | -$194K | 0.04% | 168 |
|
|
2023
Q4 | $31.4M | Sell |
235,546
-84,100
| -26% | -$10.1M | 0.06% | 177 |
|
|
2023
Q3 | $38.4M | Buy |
319,646
+89,633
| +39% | +$10.1M | 0.05% | 156 |
|
|
2023
Q2 | $21.9M | Buy |
230,013
+16,750
| +8% | +$1.63M | 0.03% | 209 |
|
|
2023
Q1 | $21.6M | Sell |
213,263
-2,494
| -1% | -$254K | 0.03% | 204 |
|
|
2022
Q4 | $22.5M | Buy |
215,757
+93,921
| +77% | +$9.61M | 0.03% | 201 |
|
|
2022
Q3 | $9.84M | Sell |
121,836
-11,743
| -9% | -$1M | 0.02% | 309 |
|
|
2022
Q2 | $11M | Buy |
133,579
+38,629
| +41% | +$3.57M | 0.02% | 301 |
|
|
2022
Q1 | $8.2M | Buy |
94,950
+1,472
| +2% | +$124K | 0.01% | 350 |
|
|
2021
Q4 | $6.77M | Sell |
93,478
-1,141
| -1% | -$86.2K | 0.01% | 356 |
|
|
2021
Q3 | $6.63M | Sell |
94,619
-16,453
| -15% | -$1.19M | 0.01% | 350 |
|
|
2021
Q2 | $9.53M | Sell |
111,072
-6,768
| -6% | -$571K | 0.02% | 275 |
|
|
2021
Q1 | $9.61M | Buy |
117,840
+2,939
| +3% | +$231K | 0.02% | 281 |
|
|
2020
Q4 | $8.04M | Buy |
114,901
+9,796
| +9% | +$575K | 0.02% | 297 |
|
|
2020
Q3 | $5.45M | Buy |
105,105
+15,104
| +17% | +$922K | 0.01% | 300 |
|
|
2020
Q2 | $6.47M | Sell |
90,001
-7,388
| -8% | -$523K | 0.02% | 251 |
|
|
2020
Q1 | $5.22M | Buy |
97,389
+942
| +1% | +$76.7K | 0.02% | 251 |
|
|
2019
Q4 | $10.7M | Sell |
96,447
-1,565
| -2% | -$176K | 0.03% | 179 |
|
|
2019
Q3 | $10M | Sell |
98,012
-2,791
| -3% | -$280K | 0.03% | 175 |
|
|
2019
Q2 | $9.43M | Sell |
100,803
-3,553
| -3% | -$319K | 0.03% | 189 |
|
|
2019
Q1 | $9.93M | Buy |
104,356
+1,479
| +1% | +$141K | 0.04% | 164 |
|
|
2018
Q4 | $8.86M | Sell |
102,877
-2,389
| -2% | -$233K | 0.04% | 163 |
|
|
2018
Q3 | $11.9M | Buy |
105,266
+5,070
| +5% | +$586K | 0.04% | 144 |
|
|
2018
Q2 | $11.3M | Sell |
100,196
-4,731
| -5% | -$532K | 0.04% | 142 |
|
|
2018
Q1 | $10.1M | Buy |
104,927
+17,929
| +21% | +$1.75M | 0.04% | 150 |
|
|
2017
Q4 | $8.8M | Sell |
86,998
-6,235
| -7% | -$593K | 0.04% | 157 |
|
|
2017
Q3 | $8.54M | Buy |
93,233
+7,285
| +8% | +$617K | 0.04% | 155 |
|
|
2017
Q2 | $7.11M | Buy |
85,948
+73
| +0.1% | +$5.73K | 0.04% | 177 |
|
|
2017
Q1 | $6.8M | Buy |
85,875
+649
| +0.8% | +$52.3K | 0.04% | 177 |
|
|
2016
Q4 | $7.36M | Buy |
85,226
+4,966
| +6% | +$413K | 0.04% | 164 |
|
|
2016
Q3 | $6.46M | Buy |
80,260
+1,121
| +1% | +$87.1K | 0.04% | 168 |
|
|
2016
Q2 | $6.28M | Buy |
79,139
+8,603
| +12% | +$703K | 0.05% | 150 |
|
|
2016
Q1 | $6.11M | Sell |
70,536
-12,218
| -15% | -$993K | 0.05% | 145 |
|
|
2015
Q4 | $6.77M | Buy |
82,754
+10,267
| +14% | +$886K | 0.06% | 131 |
|
|
2015
Q3 | $5.57M | Buy |
72,487
+5,471
| +8% | +$435K | 0.05% | 151 |
|
|
2015
Q2 | $5.4M | Buy |
67,016
+2,961
| +5% | +$235K | 0.05% | 142 |
|
|
2015
Q1 | $5.04M | Sell |
64,055
-2,649
| -4% | -$194K | 0.05% | 147 |
|
|
2014
Q4 | $4.78M | Buy |
66,704
+8,008
| +14% | +$591K | 0.05% | 149 |
|
|
2014
Q3 | $4.77M | Buy |
58,696
+2,465
| +4% | +$205K | 0.06% | 136 |
|
|
2014
Q2 | $4.52M | Buy |
56,231
+5,048
| +10% | +$416K | 0.06% | 130 |
|
|
2014
Q1 | $3.94M | Buy |
51,183
+8,339
| +19% | +$635K | 0.06% | 120 |
|
|
2013
Q4 | $3.31M | Buy |
42,844
+8,338
| +24% | +$556K | 0.06% | 126 |
|
|
2013
Q3 | $2M | Buy |
34,506
+1,702
| +5% | +$98.7K | 0.04% | 149 |
|
|
2013
Q2 | $1.93M | Buy |
+32,804
| New | +$2.06M | 0.04% | 135 |
|
Other funds holding PSX
VCM
VPM
EIM
Creative Planning's PSX Position: Q1 2026 in Review
Creative Planning increased its Phillips 66 (PSX) stake by 9.4% in Q1 2026, buying an estimated $4.14M and bringing the position to 307,033 shares worth $55.9M. The position accounts for 0.04% of the portfolio, ranked #200.
Creative Planning first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Creative Planning held 307,033 shares of Phillips 66 worth $55.9M as of Q1 2026.
- Creative Planning bought 26,403 Phillips 66 shares in Q1 2026, an estimated $4.14M.
- Phillips 66 made up 0.04% of Creative Planning's portfolio in Q1 2026, its #200 holding.
- Creative Planning first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.