Estabrook Capital 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 | $495K | Sell |
2,929
-79
| -3% | -$13.6K | 0.07% | 96 |
|
|
2026
Q1 | $548K | Buy |
3,008
+14
| +0.5% | +$2.19K | 0.08% | 93 |
|
|
2025
Q4 | $386K | Sell |
2,994
-423
| -12% | -$56.9K | 0.06% | 100 |
|
|
2025
Q3 | $465K | Sell |
3,417
-90
| -3% | -$11.5K | 0.07% | 95 |
|
|
2025
Q2 | $418K | Sell |
3,507
-602
| -15% | -$67.4K | 0.06% | 97 |
|
|
2025
Q1 | $507K | Hold |
4,109
| – | – | 0.08% | 90 |
|
|
2024
Q4 | $468K | Hold |
4,109
| – | – | 0.07% | 97 |
|
|
2024
Q3 | $540K | Hold |
4,109
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $580K | Hold |
4,109
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $671K | Sell |
4,109
-195
| -5% | -$28.1K | 0.1% | 90 |
|
|
2023
Q4 | $573K | Hold |
4,304
| – | – | 0.09% | 92 |
|
|
2023
Q3 | $517K | Sell |
4,304
-100
| -2% | -$11.2K | 0.09% | 94 |
|
|
2023
Q2 | $420K | Hold |
4,404
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $446K | Hold |
4,404
| – | – | 0.08% | 101 |
|
|
2022
Q4 | $458K | Sell |
4,404
-29
| -0.7% | -$2.97K | 0.08% | 99 |
|
|
2022
Q3 | $358K | Hold |
4,433
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $363K | Sell |
4,433
-88
| -2% | -$8.14K | 0.06% | 108 |
|
|
2022
Q1 | $391K | Buy |
4,521
+16
| +0.4% | +$1.35K | 0.06% | 111 |
|
|
2021
Q4 | $326K | Buy |
4,505
+870
| +24% | +$65.8K | 0.05% | 122 |
|
|
2021
Q3 | $255K | Buy |
3,635
+69
| +2% | +$5K | 0.04% | 123 |
|
|
2021
Q2 | $306K | Buy |
3,566
+15
| +0.4% | +$1.27K | 0.05% | 118 |
|
|
2021
Q1 | $290K | Buy |
3,551
+42
| +1% | +$3.29K | 0.04% | 121 |
|
|
2020
Q4 | $245K | Buy |
3,509
+5
| +0.1% | +$294 | 0.04% | 123 |
|
|
2020
Q3 | $182K | Buy |
3,504
+24
| +0.7% | +$1.47K | 0.03% | 130 |
|
|
2020
Q2 | $250K | Buy |
3,480
+59
| +2% | +$4.18K | 0.05% | 117 |
|
|
2020
Q1 | $184K | Sell |
3,421
-87
| -2% | -$7.08K | 0.04% | 126 |
|
|
2019
Q4 | $391K | Hold |
3,508
| – | – | 0.06% | 108 |
|
|
2019
Q3 | $359K | Hold |
3,508
| – | – | 0.06% | 110 |
|
|
2019
Q2 | $328K | Hold |
3,508
| – | – | 0.05% | 116 |
|
|
2019
Q1 | $334K | Sell |
3,508
-35
| -1% | -$3.33K | 0.06% | 112 |
|
|
2018
Q4 | $305K | Sell |
3,543
-280
| -7% | -$27.4K | 0.06% | 113 |
|
|
2018
Q3 | $431K | Sell |
3,823
-165
| -4% | -$19.1K | 0.07% | 101 |
|
|
2018
Q2 | $448K | Hold |
3,988
| – | – | 0.07% | 100 |
|
|
2018
Q1 | $383K | Hold |
3,988
| – | – | 0.06% | 105 |
|
|
2017
Q4 | $403K | Hold |
3,988
| – | – | 0.06% | 105 |
|
|
2017
Q3 | $365K | Hold |
3,988
| – | – | 0.06% | 113 |
|
|
2017
Q2 | $330K | Hold |
3,988
| – | – | 0.05% | 116 |
|
|
2017
Q1 | $316K | Hold |
3,988
| – | – | 0.05% | 117 |
|
|
2016
Q4 | $345K | Sell |
3,988
-100
| -2% | -$8.31K | 0.05% | 112 |
|
|
2016
Q3 | $329K | Sell |
4,088
-22
| -0.5% | -$1.71K | 0.05% | 122 |
|
|
2016
Q2 | $326K | Buy |
4,110
+916
| +29% | +$74.8K | 0.05% | 119 |
|
|
2016
Q1 | $277K | Sell |
3,194
-20
| -0.6% | -$1.63K | 0.04% | 124 |
|
|
2015
Q4 | $263K | Sell |
3,214
-472
| -13% | -$40.7K | 0.04% | 123 |
|
|
2015
Q3 | $283K | Buy |
3,686
+55
| +2% | +$4.37K | 0.04% | 122 |
|
|
2015
Q2 | $293K | Hold |
3,631
| – | – | 0.04% | 131 |
|
|
2015
Q1 | $285K | Sell |
3,631
-900
| -20% | -$66.1K | 0.03% | 137 |
|
|
2014
Q4 | $325K | Sell |
4,531
-300
| -6% | -$22.1K | 0.04% | 133 |
|
|
2014
Q3 | $393K | Sell |
4,831
-72
| -1% | -$5.99K | 0.04% | 126 |
|
|
2014
Q2 | $394K | Sell |
4,903
-1,096
| -18% | -$90.3K | 0.04% | 130 |
|
|
2014
Q1 | $462K | Hold |
5,999
| – | – | 0.05% | 126 |
|
|
2013
Q4 | $463K | Sell |
5,999
-966
| -14% | -$64.4K | 0.05% | 131 |
|
|
2013
Q3 | $403K | Hold |
6,965
| – | – | 0.04% | 135 |
|
|
2013
Q2 | $410K | Buy |
+6,965
| New | +$438K | 0.04% | 135 |
|
Other funds holding PSX
EIM
Estabrook Capital Management's PSX Position: Q2 2026 in Review
Estabrook Capital Management reduced its Phillips 66 (PSX) stake by 2.6% in Q2 2026, selling an estimated $13.6K and leaving 2,929 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #96.
Estabrook Capital Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $671K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Estabrook Capital Management held 2,929 shares of Phillips 66 worth $495K as of Q2 2026.
- Estabrook Capital Management sold 79 Phillips 66 shares in Q2 2026, an estimated $13.6K.
- Phillips 66 made up 0.07% of Estabrook Capital Management's portfolio in Q2 2026, its #96 holding.
- Estabrook Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Estabrook Capital Management's Phillips 66 position peaked at $671K in Q1 2024.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.