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Disciplined Investments’s Phillips 66 PSX Stock Holding History

Disciplined Investments’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 		$8.1M Buy
47,936
+5,155
+12% +$887K 2.62% 11
2026
Q1 		$7.79M Sell
42,781
-2,710
-6% -$425K 2.8% 11
2025
Q4 		$5.87M Buy
45,491
+189
+0.4% +$25.4K 2.26% 14
2025
Q3 		$6.16M Sell
45,302
-292
-0.6% -$37.4K 2.45% 11
2025
Q2 		$5.44M Sell
45,594
-6,154
-12% -$689K 2.3% 13
2025
Q1 		$6.39M Buy
51,748
+274
+0.5% +$33.8K 2.93% 7
2024
Q4 		$5.86M Sell
51,474
-297
-0.6% -$37.8K 2.89% 8
2024
Q3 		$6.81M Buy
51,771
+93
+0.2% +$12.6K 3.36% 4
2024
Q2 		$7.3M Sell
51,678
-2
-0% -$296 3.88% 2
2024
Q1 		$8.44M Hold
51,680
– – 4.61% 1
2023
Q4 		$6.88M Sell
51,680
-198
-0.4% -$23.7K 4.03% 1
2023
Q3 		$6.23M Buy
51,878
+6,003
+13% +$674K 3.79% 2
2023
Q2 		$4.38M Sell
45,875
-4
-0% -$389 2.34% 11
2023
Q1 		$4.65M Buy
45,879
+43,420
+1,766% +$4.41M 1.96% 12
2022
Q4 		$256K Sell
2,459
-43,422
-95% -$4.44M 0.13% 106
2022
Q3 		$3.7M Sell
45,881
-41
-0.1% -$3.49K 1.7% 18
2022
Q2 		$3.77M Sell
45,922
-19,118
-29% -$1.77M 1.7% 17
2022
Q1 		$5.62M Buy
65,040
+183
+0.3% +$15.4K 2.32% 7
2021
Q4 		$4.7M Hold
64,857
– – 2.07% 11
2021
Q3 		$4.54M Buy
64,857
+34,812
+116% +$2.52M 2.2% 9
2021
Q2 		$2.58M Buy
30,045
+1,868
+7% +$158K 1.32% 24
2021
Q1 		$2.3M Buy
28,177
+27,745
+6,422% +$2.18M 1.35% 23
2020
Q4 		$30K Sell
432
-120
-22% -$7.04K 0.02% 177
2020
Q3 		$29K Sell
552
-3,135
-85% -$191K 0.02% 194
2020
Q2 		$265K Sell
3,687
-15
-0.4% -$1.06K 0.21% 80
2020
Q1 		$199K Buy
3,702
+2,850
+335% +$232K 0.19% 80
2019
Q4 		$95K Buy
+852
New +$95.7K 0.08% 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

Disciplined Investments's PSX Position: Q2 2026 in Review

Disciplined Investments increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $887K and bringing the position to 47,936 shares worth $8.1M. The position accounts for 2.62% of the portfolio, ranked #11.

Disciplined Investments first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.44M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Disciplined Investments held 47,936 shares of Phillips 66 worth $8.1M as of Q2 2026.
  • Disciplined Investments bought 5,155 Phillips 66 shares in Q2 2026, an estimated $887K.
  • Phillips 66 made up 2.62% of Disciplined Investments's portfolio in Q2 2026, its #11 holding.
  • Disciplined Investments first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Phillips 66 position peaked at $8.44M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.