Horizon Investments’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 | $13.9M | Buy |
76,382
+13,092
| +21% | +$2.05M | 0.16% | 110 |
|
|
2025
Q4 | $8.17M | Buy |
63,290
+52,348
| +478% | +$7.05M | 0.1% | 164 |
|
|
2025
Q3 | $1.49M | Buy |
10,942
+2,153
| +24% | +$276K | 0.02% | 541 |
|
|
2025
Q2 | $1.05M | Sell |
8,789
-1,074
| -11% | -$120K | 0.02% | 557 |
|
|
2025
Q1 | $1.22M | Buy |
9,863
+137
| +1% | +$16.9K | 0.04% | 255 |
|
|
2024
Q4 | $1.11M | Buy |
9,726
+174
| +2% | +$22.1K | 0.03% | 260 |
|
|
2024
Q3 | $1.26M | Sell |
9,552
-99
| -1% | -$13.4K | 0.03% | 235 |
|
|
2024
Q2 | $1.36M | Sell |
9,651
-670
| -6% | -$99.2K | 0.04% | 217 |
|
|
2024
Q1 | $1.69M | Buy |
10,321
+3,113
| +43% | +$449K | 0.04% | 188 |
|
|
2023
Q4 | $960K | Buy |
7,208
+796
| +12% | +$95.1K | 0.03% | 238 |
|
|
2023
Q3 | $770K | Buy |
6,412
+227
| +4% | +$25.5K | 0.02% | 210 |
|
|
2023
Q2 | $590K | Sell |
6,185
-1,960
| -24% | -$191K | 0.02% | 256 |
|
|
2023
Q1 | $826K | Buy |
8,145
+280
| +4% | +$28.5K | 0.02% | 206 |
|
|
2022
Q4 | $819K | Buy |
7,865
+3,055
| +64% | +$312K | 0.02% | 267 |
|
|
2022
Q3 | $388K | Buy |
4,810
+760
| +19% | +$64.8K | 0.01% | 363 |
|
|
2022
Q2 | $332K | Buy |
4,050
+163
| +4% | +$15.1K | 0.01% | 358 |
|
|
2022
Q1 | $336K | Buy |
3,887
+663
| +21% | +$55.8K | 0.01% | 421 |
|
|
2021
Q4 | $234K | Buy |
3,224
+214
| +7% | +$16.2K | 0.01% | 438 |
|
|
2021
Q3 | $211K | Buy |
3,010
+202
| +7% | +$14.6K | 0.01% | 460 |
|
|
2021
Q2 | $241K | Buy |
2,808
+71
| +3% | +$5.99K | 0.01% | 423 |
|
|
2021
Q1 | $223K | Buy |
+2,737
| New | +$215K | 0.01% | 408 |
|
|
2020
Q3 | – | Sell |
-7,294
| Closed | -$524K | – | 444 |
|
|
2020
Q2 | $524K | Buy |
+7,294
| New | +$516K | 0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-12,709
| Closed | -$1.42M | – | 456 |
|
|
2019
Q4 | $1.42M | Buy |
12,709
+9,613
| +310% | +$1.08M | 0.06% | 133 |
|
|
2019
Q3 | $317K | Sell |
3,096
-36,552
| -92% | -$3.66M | 0.01% | 231 |
|
|
2019
Q2 | $3.71M | Buy |
39,648
+4,888
| +14% | +$439K | 0.1% | 65 |
|
|
2019
Q1 | $3.31M | Buy |
+34,760
| New | +$3.3M | 0.12% | 81 |
|
|
2018
Q4 | – | Sell |
-10,167
| Closed | -$1.15M | – | 282 |
|
|
2018
Q3 | $1.15M | Buy |
10,167
+900
| +10% | +$104K | 0.04% | 133 |
|
|
2018
Q2 | $1.04M | Sell |
9,267
-6,552
| -41% | -$737K | 0.05% | 130 |
|
|
2018
Q1 | $1.52M | Buy |
+15,819
| New | +$1.54M | 0.07% | 92 |
|
Other funds holding PSX
VCM
VPM
EIM
Horizon Investments's PSX Position: Q1 2026 in Review
Horizon Investments increased its Phillips 66 (PSX) stake by 21% in Q1 2026, buying an estimated $2.05M and bringing the position to 76,382 shares worth $13.9M. The position accounts for 0.16% of the portfolio, ranked #110.
Horizon Investments first reported a position in PSX in Q1 2018 and has held it in 29 quarters since. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Horizon Investments held 76,382 shares of Phillips 66 worth $13.9M as of Q1 2026.
- Horizon Investments bought 13,092 Phillips 66 shares in Q1 2026, an estimated $2.05M.
- Phillips 66 made up 0.16% of Horizon Investments's portfolio in Q1 2026, its #110 holding.
- Horizon Investments first reported a position in Phillips 66 in Q1 2018 and has held it in 29 quarters since.
- 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.