Csenge Advisory Group’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 | $1.02M | Sell |
6,031
-94
| -2% | -$16.2K | 0.04% | 315 |
|
|
2026
Q1 | $1.12M | Sell |
6,125
-707
| -10% | -$111K | 0.05% | 270 |
|
|
2025
Q4 | $882K | Buy |
6,832
+280
| +4% | +$37.7K | 0.04% | 328 |
|
|
2025
Q3 | $891K | Buy |
6,552
+857
| +15% | +$110K | 0.04% | 314 |
|
|
2025
Q2 | $646K | Buy |
5,695
+238
| +4% | +$26.7K | 0.03% | 366 |
|
|
2025
Q1 | $541K | Sell |
5,457
-5,363
| -50% | -$661K | 0.03% | 379 |
|
|
2024
Q4 | $1.23M | Buy |
10,820
+1,874
| +21% | +$238K | 0.07% | 226 |
|
|
2024
Q3 | $1.22M | Buy |
8,946
+428
| +5% | +$57.8K | 0.06% | 223 |
|
|
2024
Q2 | $1.2M | Buy |
8,518
+170
| +2% | +$25.2K | 0.07% | 215 |
|
|
2024
Q1 | $1.36M | Sell |
8,348
-1,382
| -14% | -$199K | 0.08% | 203 |
|
|
2023
Q4 | $1.3M | Sell |
9,730
-369
| -4% | -$44.1K | 0.08% | 194 |
|
|
2023
Q3 | $1.21M | Sell |
10,099
-5,431
| -35% | -$610K | 0.08% | 188 |
|
|
2023
Q2 | $1.48M | Buy |
15,530
+3,638
| +31% | +$354K | 0.1% | 162 |
|
|
2023
Q1 | $1.21M | Sell |
11,892
-462
| -4% | -$47K | 0.09% | 176 |
|
|
2022
Q4 | $1.29M | Buy |
12,354
+1,539
| +14% | +$157K | 0.1% | 173 |
|
|
2022
Q3 | $873K | Sell |
10,815
-344
| -3% | -$29.3K | 0.07% | 223 |
|
|
2022
Q2 | $915K | Buy |
11,159
+3,510
| +46% | +$325K | 0.08% | 222 |
|
|
2022
Q1 | $661K | Buy |
7,649
+2,619
| +52% | +$220K | 0.05% | 309 |
|
|
2021
Q4 | $438K | Buy |
5,030
+1,706
| +51% | +$129K | 0.04% | 373 |
|
|
2021
Q3 | $241K | Sell |
3,324
-1,706
| -34% | -$123K | 0.02% | 513 |
|
|
2021
Q2 | $438K | Hold |
5,030
| – | – | 0.04% | 374 |
|
|
2021
Q1 | $397K | Buy |
5,030
+1,877
| +60% | +$147K | 0.04% | 329 |
|
|
2020
Q4 | $221K | Sell |
3,153
-4,843
| -61% | -$284K | 0.03% | 399 |
|
|
2020
Q3 | $408K | Sell |
7,996
-4,114
| -34% | -$251K | 0.06% | 241 |
|
|
2020
Q2 | $871K | Buy |
12,110
+2,149
| +22% | +$152K | 0.13% | 127 |
|
|
2020
Q1 | $534K | Sell |
9,961
-1,569
| -14% | -$128K | 0.14% | 135 |
|
|
2019
Q4 | $1.28M | Buy |
11,530
+482
| +4% | +$54.1K | 0.33% | 61 |
|
|
2019
Q3 | $1.13M | Buy |
11,048
+737
| +7% | +$73.9K | 0.31% | 60 |
|
|
2019
Q2 | $964K | Sell |
10,311
-181
| -2% | -$16.2K | 0.33% | 56 |
|
|
2019
Q1 | $998K | Buy |
10,492
+7,378
| +237% | +$701K | 0.34% | 58 |
|
|
2018
Q4 | $268K | Buy |
3,114
+27
| +0.9% | +$2.64K | 0.1% | 146 |
|
|
2018
Q3 | $295K | Sell |
3,087
-685
| -18% | -$79.2K | 0.11% | 121 |
|
|
2018
Q2 | $424K | Sell |
3,772
-109
| -3% | -$12.3K | 0.16% | 137 |
|
|
2018
Q1 | $372K | Buy |
3,881
+526
| +16% | +$51.2K | 0.13% | 160 |
|
|
2017
Q4 | $339K | Buy |
+3,355
| New | +$319K | 0.12% | 159 |
|
Other funds holding PSX
EIM
Csenge Advisory Group's PSX Position: Q2 2026 in Review
Csenge Advisory Group reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2026, selling an estimated $16.2K and leaving 6,031 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #315.
Csenge Advisory Group first reported a position in PSX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.48M in Q2 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Csenge Advisory Group held 6,031 shares of Phillips 66 worth $1.02M as of Q2 2026.
- Csenge Advisory Group sold 94 Phillips 66 shares in Q2 2026, an estimated $16.2K.
- Phillips 66 made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #315 holding.
- Csenge Advisory Group first reported a position in Phillips 66 in Q4 2017 and has held it in 35 quarters since.
- Csenge Advisory Group's Phillips 66 position peaked at $1.48M in Q2 2023.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.