Empirical Wealth Management’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 | $672K | Sell |
3,976
-46
| -1% | -$7.92K | 0.01% | 544 |
|
|
2026
Q1 | $733K | Sell |
4,022
-53
| -1% | -$8.3K | 0.01% | 432 |
|
|
2025
Q4 | $526K | Buy |
4,075
+243
| +6% | +$32.7K | 0.01% | 491 |
|
|
2025
Q3 | $521K | Sell |
3,832
-269
| -7% | -$34.5K | 0.01% | 464 |
|
|
2025
Q2 | $489K | Buy |
4,101
+50
| +1% | +$5.6K | 0.01% | 424 |
|
|
2025
Q1 | $500K | Buy |
4,051
+386
| +11% | +$47.6K | 0.01% | 403 |
|
|
2024
Q4 | $418K | Buy |
3,665
+473
| +15% | +$60.2K | 0.01% | 426 |
|
|
2024
Q3 | $420K | Sell |
3,192
-153
| -5% | -$20.7K | 0.01% | 401 |
|
|
2024
Q2 | $472K | Sell |
3,345
-461
| -12% | -$68.2K | 0.01% | 374 |
|
|
2024
Q1 | $622K | Buy |
3,806
+794
| +26% | +$114K | 0.02% | 319 |
|
|
2023
Q4 | $401K | Sell |
3,012
-416
| -12% | -$49.7K | 0.01% | 354 |
|
|
2023
Q3 | $412K | Buy |
3,428
+426
| +14% | +$47.8K | 0.02% | 330 |
|
|
2023
Q2 | $286K | Buy |
3,002
+264
| +10% | +$25.7K | 0.01% | 374 |
|
|
2023
Q1 | $278K | Buy |
2,738
+20
| +0.7% | +$2.03K | 0.01% | 401 |
|
|
2022
Q4 | $283K | Sell |
2,718
-881
| -24% | -$90.1K | 0.01% | 391 |
|
|
2022
Q3 | $291K | Sell |
3,599
-267
| -7% | -$22.8K | 0.02% | 381 |
|
|
2022
Q2 | $317K | Sell |
3,866
-2,713
| -41% | -$251K | 0.02% | 375 |
|
|
2022
Q1 | $568K | Buy |
6,579
+819
| +14% | +$68.9K | 0.03% | 308 |
|
|
2021
Q4 | $417K | Sell |
5,760
-500
| -8% | -$37.8K | 0.02% | 375 |
|
|
2021
Q3 | $438K | Buy |
6,260
+75
| +1% | +$5.43K | 0.02% | 324 |
|
|
2021
Q2 | $531K | Buy |
6,185
+423
| +7% | +$35.7K | 0.03% | 292 |
|
|
2021
Q1 | $470K | Sell |
5,762
-4,954
| -46% | -$389K | 0.04% | 260 |
|
|
2020
Q4 | $749K | Buy |
10,716
+900
| +9% | +$52.8K | 0.06% | 190 |
|
|
2020
Q3 | $509K | Sell |
9,816
-1,159
| -11% | -$70.7K | 0.04% | 209 |
|
|
2020
Q2 | $789K | Buy |
10,975
+932
| +9% | +$66K | 0.07% | 151 |
|
|
2020
Q1 | $539K | Sell |
10,043
-997
| -9% | -$81.1K | 0.06% | 174 |
|
|
2019
Q4 | $1.23M | Buy |
11,040
+141
| +1% | +$15.8K | 0.14% | 106 |
|
|
2019
Q3 | $1.12M | Buy |
10,899
+1,170
| +12% | +$117K | 0.14% | 107 |
|
|
2019
Q2 | $910K | Buy |
9,729
+1,542
| +19% | +$138K | 0.12% | 107 |
|
|
2019
Q1 | $779K | Buy |
8,187
+124
| +2% | +$11.8K | 0.11% | 108 |
|
|
2018
Q4 | $695K | Buy |
8,063
+82
| +1% | +$8.01K | 0.12% | 104 |
|
|
2018
Q3 | $900K | Buy |
7,981
+163
| +2% | +$18.8K | 0.16% | 73 |
|
|
2018
Q2 | $878K | Buy |
7,818
+5,122
| +190% | +$576K | 0.16% | 73 |
|
|
2018
Q1 | $259K | Buy |
2,696
+250
| +10% | +$24.3K | 0.05% | 146 |
|
|
2017
Q4 | $247K | Buy |
2,446
+217
| +10% | +$20.6K | 0.05% | 131 |
|
|
2017
Q3 | $204K | Buy |
+2,229
| New | +$189K | 0.05% | 136 |
|
|
2015
Q4 | – | Sell |
-2,930
| Closed | -$225K | – | 111 |
|
|
2015
Q3 | $225K | Sell |
2,930
-150
| -5% | -$11.9K | 0.05% | 108 |
|
|
2015
Q2 | $248K | Buy |
+3,080
| New | +$245K | 0.06% | 106 |
|
Other funds holding PSX
N
Empirical Wealth Management's PSX Position: Q2 2026 in Review
Empirical Wealth Management reduced its Phillips 66 (PSX) stake by 1.1% in Q2 2026, selling an estimated $7.92K and leaving 3,976 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #544.
Empirical Wealth Management first reported a position in PSX in Q2 2015 and has held it in 38 quarters since. The position peaked at $1.23M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Empirical Wealth Management held 3,976 shares of Phillips 66 worth $672K as of Q2 2026.
- Empirical Wealth Management sold 46 Phillips 66 shares in Q2 2026, an estimated $7.92K.
- Phillips 66 made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #544 holding.
- Empirical Wealth Management first reported a position in Phillips 66 in Q2 2015 and has held it in 38 quarters since.
- Empirical Wealth Management's Phillips 66 position peaked at $1.23M in Q4 2019.
- 1,541 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.