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Curbstone Financial Management Corp’s Phillips 66 PSX Stock Holding History

Curbstone Financial Management Corp’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Buy
15,054
+600
+4% +$103K 0.43% 52
2026
Q1 		$2.63M Sell
14,454
-100
-0.7% -$15.7K 0.5% 48
2025
Q4 		$1.88M Sell
14,554
-50
-0.3% -$6.73K 0.36% 68
2025
Q3 		$1.99M Buy
14,604
+50
+0.3% +$6.41K 0.38% 65
2025
Q2 		$1.74M Buy
14,554
+50
+0.3% +$5.6K 0.36% 69
2025
Q1 		$1.79M Hold
14,504
– – 0.38% 65
2024
Q4 		$1.65M Hold
14,504
– – 0.35% 70
2024
Q3 		$1.91M Sell
14,504
-100
-0.7% -$13.5K 0.41% 62
2024
Q2 		$2.06M Sell
14,604
-468
-3% -$69.3K 0.45% 56
2024
Q1 		$2.46M Sell
15,072
-1,150
-7% -$166K 0.53% 49
2023
Q4 		$2.16M Sell
16,222
-100
-0.6% -$12K 0.49% 54
2023
Q3 		$1.96M Sell
16,322
-300
-2% -$33.7K 0.49% 58
2023
Q2 		$1.59M Sell
16,622
-54
-0.3% -$5.25K 0.38% 70
2023
Q1 		$1.69M Sell
16,676
-250
-1% -$25.4K 0.41% 71
2022
Q4 		$1.76M Sell
16,926
-50
-0.3% -$5.11K 0.44% 65
2022
Q3 		$1.37M Hold
16,976
– – 0.34% 75
2022
Q2 		$1.39M Sell
16,976
-1,280
-7% -$118K 0.32% 80
2022
Q1 		$1.58M Hold
18,256
– – 0.29% 85
2021
Q4 		$1.32M Buy
18,256
+150
+0.8% +$11.3K 0.23% 101
2021
Q3 		$1.27M Buy
18,106
+214
+1% +$15.5K 0.24% 100
2021
Q2 		$1.53M Buy
17,892
+400
+2% +$33.8K 0.29% 83
2021
Q1 		$1.43M Buy
17,492
+1,770
+11% +$139K 0.28% 82
2020
Q4 		$1.1M Buy
15,722
+118
+0.8% +$6.93K 0.23% 103
2020
Q3 		$809K Buy
15,604
+1,400
+10% +$85.4K 0.19% 115
2020
Q2 		$1.02M Hold
14,204
– – 0.26% 89
2020
Q1 		$762K Sell
14,204
-900
-6% -$73.2K 0.23% 101
2019
Q4 		$1.68M Hold
15,104
– – 0.4% 69
2019
Q3 		$1.55M Sell
15,104
-50
-0.3% -$5.01K 0.4% 70
2019
Q2 		$1.42M Buy
15,154
+2,750
+22% +$247K 0.37% 72
2019
Q1 		$1.18M Hold
12,404
– – 0.32% 85
2018
Q4 		$1.07M Hold
12,404
– – 0.32% 85
2018
Q3 		$1.4M Sell
12,404
-200
-2% -$23.1K 0.37% 74
2018
Q2 		$1.42M Sell
12,604
-550
-4% -$61.8K 0.39% 71
2018
Q1 		$1.26M Buy
13,154
+6,752
+105% +$657K 0.36% 76
2017
Q4 		$648K Sell
6,402
-6,502
-50% -$618K 0.36% 76
2017
Q3 		$1.18M Buy
12,904
+6,677
+107% +$566K 0.34% 82
2017
Q2 		$515K Buy
6,227
+75
+1% +$5.89K 0.31% 95
2017
Q1 		$487K Hold
6,152
– – 0.3% 91
2016
Q4 		$532K Sell
6,152
-5,552
-47% -$462K 0.34% 84
2016
Q3 		$943K Buy
11,704
+3,350
+40% +$260K 0.3% 92
2016
Q2 		$663K Buy
8,354
+750
+10% +$61.3K 0.22% 113
2016
Q1 		$658K Buy
+7,604
New +$618K 0.22% 113
2014
Q3 		– Sell
-2,852
Closed -$229K – 138
2014
Q2 		$229K Hold
2,852
– – 0.18% 123
2014
Q1 		$220K Buy
+2,852
New +$217K 0.18% 119

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curbstone Financial Management Corp's PSX Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Phillips 66 (PSX) stake by 4.2% in Q2 2026, buying an estimated $103K and bringing the position to 15,054 shares worth $2.54M. The position accounts for 0.43% of the portfolio, ranked #52.

Curbstone Financial Management Corp first reported a position in PSX in Q1 2014 and has held it in 44 quarters since. The position peaked at $2.63M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Curbstone Financial Management Corp held 15,054 shares of Phillips 66 worth $2.54M as of Q2 2026.
  • Curbstone Financial Management Corp bought 600 Phillips 66 shares in Q2 2026, an estimated $103K.
  • Phillips 66 made up 0.43% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #52 holding.
  • Curbstone Financial Management Corp first reported a position in Phillips 66 in Q1 2014 and has held it in 44 quarters since.
  • Curbstone Financial Management Corp's Phillips 66 position peaked at $2.63M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.