Dimensional Fund Advisors’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 | $517M | Buy |
2,839,278
+42,671
| +2% | +$6.69M | 0.11% | 151 |
|
|
2025
Q4 | $361M | Sell |
2,796,607
-33,790
| -1% | -$4.55M | 0.08% | 259 |
|
|
2025
Q3 | $385M | Sell |
2,830,397
-41,942
| -1% | -$5.37M | 0.08% | 223 |
|
|
2025
Q2 | $343M | Sell |
2,872,339
-853,923
| -23% | -$95.7M | 0.08% | 240 |
|
|
2025
Q1 | $460M | Sell |
3,726,262
-287,851
| -7% | -$35.5M | 0.11% | 132 |
|
|
2024
Q4 | $457M | Buy |
4,014,113
+357,705
| +10% | +$45.5M | 0.11% | 129 |
|
|
2024
Q3 | $481M | Buy |
3,656,408
+13,144
| +0.4% | +$1.77M | 0.12% | 126 |
|
|
2024
Q2 | $514M | Buy |
3,643,264
+111,261
| +3% | +$16.5M | 0.13% | 106 |
|
|
2024
Q1 | $577M | Sell |
3,532,003
-170,731
| -5% | -$24.6M | 0.16% | 92 |
|
|
2023
Q4 | $493M | Buy |
3,702,734
+315,889
| +9% | +$37.8M | 0.14% | 103 |
|
|
2023
Q3 | $407M | Buy |
3,386,845
+149,266
| +5% | +$16.8M | 0.13% | 112 |
|
|
2023
Q2 | $309M | Buy |
3,237,579
+107,904
| +3% | +$10.5M | 0.1% | 173 |
|
|
2023
Q1 | $317M | Sell |
3,129,675
-80,229
| -2% | -$8.16M | 0.11% | 157 |
|
|
2022
Q4 | $334K | Buy |
3,209,904
+12,191
| +0.4% | +$1.25M | 0.1% | 148 |
|
|
2022
Q3 | $258M | Sell |
3,197,713
-234,306
| -7% | -$20M | 0.1% | 188 |
|
|
2022
Q2 | $281M | Buy |
3,432,019
+38,628
| +1% | +$3.57M | 0.1% | 177 |
|
|
2022
Q1 | $293M | Buy |
3,393,391
+72,457
| +2% | +$6.1M | 0.09% | 212 |
|
|
2021
Q4 | $241M | Sell |
3,320,934
-1,574
| -0% | -$119K | 0.07% | 279 |
|
|
2021
Q3 | $233M | Buy |
3,322,508
+37,530
| +1% | +$2.72M | 0.07% | 271 |
|
|
2021
Q2 | $282M | Buy |
3,284,978
+6,902
| +0.2% | +$583K | 0.09% | 201 |
|
|
2021
Q1 | $267M | Buy |
3,278,076
+77,366
| +2% | +$6.07M | 0.09% | 215 |
|
|
2020
Q4 | $224M | Buy |
3,200,710
+19,440
| +0.6% | +$1.14M | 0.08% | 233 |
|
|
2020
Q3 | $165M | Sell |
3,181,270
-29,961
| -0.9% | -$1.83M | 0.07% | 274 |
|
|
2020
Q2 | $231M | Sell |
3,211,231
-266,334
| -8% | -$18.9M | 0.1% | 145 |
|
|
2020
Q1 | $187M | Sell |
3,477,565
-16,331
| -0.5% | -$1.33M | 0.1% | 153 |
|
|
2019
Q4 | $389M | Sell |
3,493,896
-40,068
| -1% | -$4.5M | 0.14% | 87 |
|
|
2019
Q3 | $362M | Buy |
3,533,964
+17,913
| +0.5% | +$1.8M | 0.14% | 88 |
|
|
2019
Q2 | $329M | Buy |
3,516,051
+416,446
| +13% | +$37.4M | 0.13% | 96 |
|
|
2019
Q1 | $295M | Buy |
3,099,605
+54,688
| +2% | +$5.2M | 0.12% | 113 |
|
|
2018
Q4 | $262M | Buy |
3,044,917
+45,149
| +2% | +$4.41M | 0.12% | 110 |
|
|
2018
Q3 | $338M | Sell |
2,999,768
-35,187
| -1% | -$4.07M | 0.13% | 99 |
|
|
2018
Q2 | $341M | Sell |
3,034,955
-47,012
| -2% | -$5.29M | 0.14% | 89 |
|
|
2018
Q1 | $296M | Sell |
3,081,967
-78,288
| -2% | -$7.62M | 0.12% | 105 |
|
|
2017
Q4 | $320M | Sell |
3,160,255
-197,411
| -6% | -$18.8M | 0.13% | 99 |
|
|
2017
Q3 | $308M | Sell |
3,357,666
-311,728
| -8% | -$26.4M | 0.13% | 97 |
|
|
2017
Q2 | $303M | Sell |
3,669,394
-602,104
| -14% | -$47.3M | 0.14% | 93 |
|
|
2017
Q1 | $338M | Sell |
4,271,498
-615,404
| -13% | -$49.6M | 0.16% | 76 |
|
|
2016
Q4 | $422M | Sell |
4,886,902
-218,837
| -4% | -$18.2M | 0.21% | 47 |
|
|
2016
Q3 | $411M | Sell |
5,105,739
-40,185
| -0.8% | -$3.12M | 0.22% | 42 |
|
|
2016
Q2 | $408M | Buy |
5,145,924
+91,054
| +2% | +$7.44M | 0.23% | 39 |
|
|
2016
Q1 | $438M | Buy |
5,054,870
+169,502
| +3% | +$13.8M | 0.26% | 32 |
|
|
2015
Q4 | $400M | Buy |
4,885,368
+104,174
| +2% | +$8.99M | 0.25% | 39 |
|
|
2015
Q3 | $367M | Buy |
4,781,194
+211,944
| +5% | +$16.8M | 0.24% | 41 |
|
|
2015
Q2 | $368M | Buy |
4,569,250
+548,173
| +14% | +$43.6M | 0.23% | 43 |
|
|
2015
Q1 | $316M | Sell |
4,021,077
-594,146
| -13% | -$43.6M | 0.2% | 56 |
|
|
2014
Q4 | $331M | Sell |
4,615,223
-606,023
| -12% | -$44.7M | 0.22% | 50 |
|
|
2014
Q3 | $425M | Sell |
5,221,246
-316,272
| -6% | -$26.3M | 0.3% | 33 |
|
|
2014
Q2 | $445M | Sell |
5,537,518
-54,794
| -1% | -$4.51M | 0.31% | 30 |
|
|
2014
Q1 | $431M | Buy |
5,592,312
+11,836
| +0.2% | +$901K | 0.32% | 29 |
|
|
2013
Q4 | $430M | Sell |
5,580,476
-43,064
| -0.8% | -$2.87M | 0.34% | 29 |
|
|
2013
Q3 | $325M | Sell |
5,623,540
-2,299
| -0% | -$133K | 0.28% | 33 |
|
|
2013
Q2 | $331M | Buy |
+5,625,839
| New | +$353M | 0.31% | 30 |
|
Other funds holding PSX
VCM
VPM
EIM
Dimensional Fund Advisors's PSX Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Phillips 66 (PSX) stake by 1.5% in Q1 2026, buying an estimated $6.69M and bringing the position to 2,839,278 shares worth $517M. The position accounts for 0.11% of the portfolio, ranked #151.
Dimensional Fund Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $577M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Dimensional Fund Advisors held 2,839,278 shares of Phillips 66 worth $517M as of Q1 2026.
- Dimensional Fund Advisors bought 42,671 Phillips 66 shares in Q1 2026, an estimated $6.69M.
- Phillips 66 made up 0.11% of Dimensional Fund Advisors's portfolio in Q1 2026, its #151 holding.
- Dimensional Fund Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's Phillips 66 position peaked at $577M in Q1 2024.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.