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Leisure Capital Management’s Phillips 66 PSX Stock Holding History

Leisure Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Hold
2,121
– – 0.14% 108
2025
Q4 		$274K Hold
2,121
– – 0.09% 124
2025
Q3 		$288K Hold
2,121
– – 0.1% 116
2025
Q2 		$253K Sell
2,121
-77
-4% -$8.63K 0.1% 119
2025
Q1 		$271K Hold
2,198
– – 0.11% 120
2024
Q4 		$250K Hold
2,198
– – 0.1% 129
2024
Q3 		$289K Sell
2,198
-64
-3% -$8.64K 0.12% 120
2024
Q2 		$319K Hold
2,262
– – 0.15% 117
2024
Q1 		$369K Buy
2,262
+64
+3% +$9.22K 0.19% 107
2023
Q4 		$293K Hold
2,198
– – 0.16% 111
2023
Q3 		$264K Sell
2,198
-51
-2% -$5.72K 0.15% 112
2023
Q2 		$214K Sell
2,249
-161
-7% -$15.7K 0.12% 119
2023
Q1 		$244K Sell
2,410
-132
-5% -$13.4K 0.14% 118
2022
Q4 		$265K Buy
+2,542
New +$260K 0.14% 126
2022
Q3 		– Sell
-2,882
Closed -$236K – 132
2022
Q2 		$236K Hold
2,882
– – 0.12% 113
2022
Q1 		$249K Buy
+2,882
New +$242K 0.13% 117
2021
Q3 		– Sell
-2,668
Closed -$229K – 153
2021
Q2 		$229K Sell
2,668
-299
-10% -$25.2K 0.13% 135
2021
Q1 		$242K Sell
2,967
-39
-1% -$3.06K 0.15% 124
2020
Q4 		$210K Buy
+3,006
New +$176K 0.14% 131
2020
Q3 		– Sell
-2,867
Closed -$206K – 123
2020
Q2 		$206K Sell
2,867
-1,075
-27% -$76.1K 0.17% 116
2020
Q1 		$211K Sell
3,942
-146
-4% -$11.9K 0.2% 111
2019
Q4 		$455K Sell
4,088
-956
-19% -$107K 0.36% 98
2019
Q3 		$516K Sell
5,044
-342
-6% -$34.3K 0.43% 85
2019
Q2 		$504K Sell
5,386
-1,552
-22% -$139K 0.44% 86
2019
Q1 		$660K Sell
6,938
-1,060
-13% -$101K 0.55% 63
2018
Q4 		$689K Sell
7,998
-552
-6% -$53.9K 0.65% 48
2018
Q3 		$964K Sell
8,550
-161
-2% -$18.6K 0.78% 36
2018
Q2 		$978K Sell
8,711
-2,130
-20% -$239K 0.83% 33
2018
Q1 		$1.04M Sell
10,841
-3,264
-23% -$318K 0.91% 36
2017
Q4 		$1.43M Sell
14,105
-1,334
-9% -$127K 1.19% 31
2017
Q3 		$1.41M Buy
15,439
+176
+1% +$14.9K 1.24% 32
2017
Q2 		$1.26M Buy
15,263
+132
+0.9% +$10.4K 1.12% 33
2017
Q1 		$1.2M Sell
15,131
-133
-0.9% -$10.7K 1.06% 36
2016
Q4 		$1.32M Sell
15,264
-510
-3% -$42.4K 1.19% 33
2016
Q3 		$1.27M Buy
15,774
+187
+1% +$14.5K 1.19% 35
2016
Q2 		$1.24M Buy
15,587
+43
+0.3% +$3.51K 1.21% 36
2016
Q1 		$1.35M Sell
15,544
-107
-0.7% -$8.7K 1.34% 33
2015
Q4 		$1.28M Buy
15,651
+341
+2% +$29.4K 1.17% 36
2015
Q3 		$1.18M Buy
15,310
+118
+0.8% +$9.38K 1.28% 34
2015
Q2 		$1.22M Buy
15,192
+308
+2% +$24.5K 1.21% 39
2015
Q1 		$1.17M Buy
14,884
+1,173
+9% +$86.1K 1.15% 39
2014
Q4 		$983K Buy
+13,711
New +$1.01M 0.95% 42

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Leisure Capital Management's PSX Position: Q1 2026 in Review

Leisure Capital Management held its Phillips 66 (PSX) position steady in Q1 2026 at 2,121 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #108.

Leisure Capital Management first reported a position in PSX in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.43M in Q4 2017. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Leisure Capital Management held 2,121 shares of Phillips 66 worth $386K as of Q1 2026.
  • Leisure Capital Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.14% of Leisure Capital Management's portfolio in Q1 2026, its #108 holding.
  • Leisure Capital Management first reported a position in Phillips 66 in Q4 2014 and has held it in 42 quarters since.
  • Leisure Capital Management's Phillips 66 position peaked at $1.43M in Q4 2017.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.