Enterprise Financial Services Corp (EFSC)’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 | $230K | Buy |
+1,360
| New | +$234K | 0.09% | 152 |
|
|
2025
Q1 | – | Sell |
-1,908
| Closed | -$217K | – | 154 |
|
|
2024
Q4 | $217K | Buy |
+1,908
| New | +$243K | 0.12% | 138 |
|
|
2021
Q3 | – | Sell |
-1,516
| Closed | -$130K | – | 1003 |
|
|
2021
Q2 | $130K | Sell |
1,516
-372
| -20% | -$31.4K | 0.02% | 256 |
|
|
2021
Q1 | $154K | Buy |
1,888
+39
| +2% | +$3.06K | 0.03% | 248 |
|
|
2020
Q4 | $129K | Sell |
1,849
-69
| -4% | -$4.05K | 0.02% | 248 |
|
|
2020
Q3 | $99K | Sell |
1,918
-37
| -2% | -$2.26K | 0.02% | 282 |
|
|
2020
Q2 | $141K | Sell |
1,955
-108
| -5% | -$7.65K | 0.03% | 233 |
|
|
2020
Q1 | $111K | Sell |
2,063
-118
| -5% | -$9.6K | 0.03% | 245 |
|
|
2019
Q4 | $242K | Hold |
2,181
| – | – | 0.05% | 201 |
|
|
2019
Q3 | $224K | Buy |
2,181
+27
| +1% | +$2.71K | 0.05% | 205 |
|
|
2019
Q2 | $201K | Sell |
2,154
-26
| -1% | -$2.33K | 0.04% | 227 |
|
|
2019
Q1 | $208K | Buy |
2,180
+1,366
| +168% | +$130K | 0.05% | 222 |
|
|
2018
Q4 | $70K | Buy |
814
+14
| +2% | +$1.37K | 0.04% | 196 |
|
|
2018
Q3 | $90K | Hold |
800
| – | – | 0.05% | 196 |
|
|
2018
Q2 | $90K | Hold |
800
| – | – | 0.05% | 201 |
|
|
2018
Q1 | $77K | Sell |
800
-349
| -30% | -$34K | 0.04% | 221 |
|
|
2017
Q4 | $116K | Sell |
1,149
-157
| -12% | -$14.9K | 0.06% | 192 |
|
|
2017
Q3 | $120K | Sell |
1,306
-700
| -35% | -$59.3K | 0.06% | 186 |
|
|
2017
Q2 | $166K | Sell |
2,006
-3
| -0.1% | -$236 | 0.08% | 157 |
|
|
2017
Q1 | $159K | Sell |
2,009
-50
| -2% | -$4.03K | 0.08% | 162 |
|
|
2016
Q4 | $178K | Sell |
2,059
-22,932
| -92% | -$1.91M | 0.09% | 148 |
|
|
2016
Q3 | $2.01M | Buy |
24,991
+24,107
| +2,727% | +$1.87M | 1.14% | 17 |
|
|
2016
Q2 | $70K | Sell |
884
-579
| -40% | -$47.3K | 0.04% | 211 |
|
|
2016
Q1 | $127K | Buy |
1,463
+238
| +19% | +$19.3K | 0.08% | 154 |
|
|
2015
Q4 | $100K | Sell |
1,225
-198
| -14% | -$17.1K | 0.06% | 169 |
|
|
2015
Q3 | $109K | Buy |
1,423
+13
| +0.9% | +$1.03K | 0.07% | 157 |
|
|
2015
Q2 | $114K | Sell |
1,410
-152
| -10% | -$12.1K | 0.07% | 161 |
|
|
2015
Q1 | $123K | Sell |
1,562
-19
| -1% | -$1.4K | 0.07% | 162 |
|
|
2014
Q4 | $114K | Hold |
1,581
| – | – | 0.07% | 165 |
|
|
2014
Q3 | $129K | Sell |
1,581
-78
| -5% | -$6.49K | 0.08% | 148 |
|
|
2014
Q2 | $134K | Hold |
1,659
| – | – | 0.08% | 150 |
|
|
2014
Q1 | $128K | Buy |
1,659
+19
| +1% | +$1.45K | 0.08% | 149 |
|
|
2013
Q4 | $127K | Sell |
1,640
-17
| -1% | -$1.13K | 0.07% | 145 |
|
|
2013
Q3 | $95K | Sell |
1,657
-16
| -1% | -$928 | 0.06% | 161 |
|
|
2013
Q2 | $99K | Buy |
+1,673
| New | +$105K | 0.07% | 156 |
|
Other funds holding PSX
EIM
Enterprise Financial Services Corp (EFSC)'s PSX Position: Q2 2026 in Review
Enterprise Financial Services Corp (EFSC) opened a new position in Phillips 66 (PSX) in Q2 2026: 1,360 shares worth $230K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Enterprise Financial Services Corp (EFSC) previously reported a position in PSX as recently as Q4 2024.
Enterprise Financial Services Corp (EFSC) first reported a position in PSX in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.01M in Q3 2016. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Enterprise Financial Services Corp (EFSC) held 1,360 shares of Phillips 66 worth $230K as of Q2 2026.
- Phillips 66 was a new Enterprise Financial Services Corp (EFSC) position in Q2 2026.
- Phillips 66 made up 0.09% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q2 2026, its #152 holding.
- Enterprise Financial Services Corp (EFSC) first reported a position in Phillips 66 in Q2 2013 and has held it in 35 quarters since.
- Enterprise Financial Services Corp (EFSC)'s Phillips 66 position peaked at $2.01M in Q3 2016.
- 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2026, filed 4 Aug 2026.