Foundation Resource 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
Q1 | $11.3M | Sell |
61,813
-987
| -2% | -$155K | 1.27% | 32 |
|
|
2025
Q4 | $8.1M | Sell |
62,800
-69
| -0.1% | -$9.29K | 1.08% | 32 |
|
|
2025
Q3 | $8.55M | Sell |
62,869
-64
| -0.1% | -$8.2K | 1.23% | 28 |
|
|
2025
Q2 | $7.51M | Sell |
62,933
-413
| -0.7% | -$46.3K | 1.16% | 30 |
|
|
2025
Q1 | $7.82M | Sell |
63,346
-1,569
| -2% | -$193K | 1.23% | 28 |
|
|
2024
Q4 | $7.4M | Sell |
64,915
-567
| -0.9% | -$72.1K | 1.24% | 30 |
|
|
2024
Q3 | $8.61M | Sell |
65,482
-180
| -0.3% | -$24.3K | 1.33% | 26 |
|
|
2024
Q2 | $9.27M | Sell |
65,662
-550
| -0.8% | -$81.4K | 1.48% | 25 |
|
|
2024
Q1 | $10.8M | Hold |
66,212
| – | – | 1.7% | 23 |
|
|
2023
Q4 | $8.82M | Sell |
66,212
-468
| -0.7% | -$55.9K | 1.4% | 24 |
|
|
2023
Q3 | $8.01M | Sell |
66,680
-1,325
| -2% | -$149K | 1.33% | 25 |
|
|
2023
Q2 | $6.49M | Sell |
68,005
-23
| -0% | -$2.24K | 1.08% | 31 |
|
|
2023
Q1 | $6.9M | Sell |
68,028
-36
| -0.1% | -$3.66K | 1.14% | 30 |
|
|
2022
Q4 | $7.08M | Buy |
68,064
+139
| +0.2% | +$14.2K | 1.17% | 28 |
|
|
2022
Q3 | $5.48M | Buy |
67,925
+1,072
| +2% | +$91.4K | 1.04% | 30 |
|
|
2022
Q2 | $5.48M | Sell |
66,853
-50
| -0.1% | -$4.63K | 0.98% | 32 |
|
|
2022
Q1 | $5.78M | Sell |
66,903
-64
| -0.1% | -$5.38K | 0.89% | 30 |
|
|
2021
Q4 | $4.85M | Hold |
66,967
| – | – | 0.94% | 30 |
|
|
2021
Q3 | $4.69M | Sell |
66,967
-26
| -0% | -$1.88K | 1.06% | 27 |
|
|
2021
Q2 | $5.75M | Sell |
66,993
-2,032
| -3% | -$172K | 1.29% | 24 |
|
|
2021
Q1 | $5.63M | Sell |
69,025
-785
| -1% | -$61.6K | 1.34% | 24 |
|
|
2020
Q4 | $4.88M | Sell |
69,810
-126
| -0.2% | -$7.4K | 1.27% | 26 |
|
|
2020
Q3 | $3.63M | Sell |
69,936
-1,319
| -2% | -$80.5K | 1.11% | 27 |
|
|
2020
Q2 | $5.12M | Sell |
71,255
-2,005
| -3% | -$142K | 1.57% | 23 |
|
|
2020
Q1 | $3.93M | Sell |
73,260
-17,167
| -19% | -$1.4M | 1.4% | 24 |
|
|
2019
Q4 | $10.1M | Sell |
90,427
-1,326
| -1% | -$149K | 2.28% | 18 |
|
|
2019
Q3 | $9.4M | Sell |
91,753
-858
| -0.9% | -$86K | 2.05% | 19 |
|
|
2019
Q2 | $8.66M | Sell |
92,611
-470
| -0.5% | -$42.2K | 1.77% | 20 |
|
|
2019
Q1 | $8.86M | Sell |
93,081
-3,695
| -4% | -$351K | 1.86% | 18 |
|
|
2018
Q4 | $8.34M | Hold |
96,776
| – | – | 1.8% | 18 |
|
|
2018
Q3 | $10.9M | Sell |
96,776
-1,312
| -1% | -$152K | 2.11% | 17 |
|
|
2018
Q2 | $11M | Sell |
98,088
-62,809
| -39% | -$7.06M | 2.14% | 17 |
|
|
2018
Q1 | $15.4M | Sell |
160,897
-43,452
| -21% | -$4.23M | 3.1% | 14 |
|
|
2017
Q4 | $20.7M | Sell |
204,349
-28,558
| -12% | -$2.71M | 3.72% | 11 |
|
|
2017
Q3 | $21.3M | Sell |
232,907
-2,807
| -1% | -$238K | 3.53% | 12 |
|
|
2017
Q2 | $19.5M | Buy |
235,714
+39
| +0% | +$3.06K | 3.49% | 11 |
|
|
2017
Q1 | $18.7M | Sell |
235,675
-13,993
| -6% | -$1.13M | 3.27% | 12 |
|
|
2016
Q4 | $21.6M | Sell |
249,668
-1,074
| -0.4% | -$89.3K | 3.65% | 12 |
|
|
2016
Q3 | $20.2M | Sell |
250,742
-712
| -0.3% | -$55.3K | 3.61% | 10 |
|
|
2016
Q2 | $19.9M | Sell |
251,454
-75
| -0% | -$6.13K | 3.71% | 10 |
|
|
2016
Q1 | $21.8M | Sell |
251,529
-3,008
| -1% | -$244K | 4.47% | 8 |
|
|
2015
Q4 | $20.8M | Sell |
254,537
-3,464
| -1% | -$299K | 4.51% | 6 |
|
|
2015
Q3 | $19.8M | Sell |
258,001
-3,554
| -1% | -$282K | 4.26% | 6 |
|
|
2015
Q2 | $21.1M | Sell |
261,555
-14,279
| -5% | -$1.13M | 3.82% | 7 |
|
|
2015
Q1 | $21.7M | Sell |
275,834
-26,005
| -9% | -$1.91M | 3.56% | 8 |
|
|
2014
Q4 | $21.6M | Sell |
301,839
-1,146
| -0.4% | -$84.5K | 3.04% | 11 |
|
|
2014
Q3 | $24.6M | Sell |
302,985
-4,395
| -1% | -$366K | 3.22% | 10 |
|
|
2014
Q2 | $24.7M | Sell |
307,380
-1,698
| -0.5% | -$140K | 3.02% | 13 |
|
|
2014
Q1 | $23.8M | Sell |
309,078
-10,091
| -3% | -$768K | 3.04% | 12 |
|
|
2013
Q4 | $24.6M | Sell |
319,169
-4,828
| -1% | -$322K | 3.1% | 12 |
|
|
2013
Q3 | $18.7M | Sell |
323,997
-9,010
| -3% | -$522K | 2.41% | 18 |
|
|
2013
Q2 | $19.6M | Buy |
+333,007
| New | +$20.9M | 2.56% | 15 |
|
Other funds holding PSX
VCM
VPM
EIM
Foundation Resource Management's PSX Position: Q1 2026 in Review
Foundation Resource Management reduced its Phillips 66 (PSX) stake by 1.6% in Q1 2026, selling an estimated $155K and leaving 61,813 shares worth $11.3M. The position accounts for 1.27% of the portfolio, ranked #32.
Foundation Resource Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.7M in Q2 2014. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Foundation Resource Management held 61,813 shares of Phillips 66 worth $11.3M as of Q1 2026.
- Foundation Resource Management sold 987 Phillips 66 shares in Q1 2026, an estimated $155K.
- Phillips 66 made up 1.27% of Foundation Resource Management's portfolio in Q1 2026, its #32 holding.
- Foundation Resource Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Foundation Resource Management's Phillips 66 position peaked at $24.7M in Q2 2014.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.