Linscomb Wealth’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 | $509K | Sell |
3,012
-3,567
| -54% | -$614K | 0.02% | 226 |
|
|
2026
Q1 | $1.2M | Buy |
6,579
+1,489
| +29% | +$233K | 0.05% | 185 |
|
|
2025
Q4 | $657K | Sell |
5,090
-6
| -0.1% | -$808 | 0.03% | 207 |
|
|
2025
Q3 | $693K | Buy |
5,096
+6
| +0.1% | +$769 | 0.03% | 208 |
|
|
2025
Q2 | $607K | Sell |
5,090
-88
| -2% | -$9.86K | 0.03% | 215 |
|
|
2025
Q1 | $639K | Sell |
5,178
-405
| -7% | -$49.9K | 0.03% | 207 |
|
|
2024
Q4 | $636K | Buy |
5,583
+365
| +7% | +$46.4K | 0.03% | 210 |
|
|
2024
Q3 | $686K | Buy |
5,218
+19
| +0.4% | +$2.56K | 0.03% | 202 |
|
|
2024
Q2 | $734K | Buy |
5,199
+93
| +2% | +$13.8K | 0.04% | 188 |
|
|
2024
Q1 | $834K | Sell |
5,106
-3
| -0.1% | -$432 | 0.04% | 173 |
|
|
2023
Q4 | $680K | Buy |
5,109
+20
| +0.4% | +$2.39K | 0.04% | 187 |
|
|
2023
Q3 | $611K | Sell |
5,089
-79
| -2% | -$8.87K | 0.04% | 191 |
|
|
2023
Q2 | $493K | Sell |
5,168
-233
| -4% | -$22.6K | 0.03% | 213 |
|
|
2023
Q1 | $548K | Sell |
5,401
-4,149
| -43% | -$422K | 0.03% | 207 |
|
|
2022
Q4 | $994K | Buy |
9,550
+4,445
| +87% | +$455K | 0.05% | 176 |
|
|
2022
Q3 | $412K | Buy |
5,105
+8
| +0.2% | +$682 | 0.03% | 214 |
|
|
2022
Q2 | $418K | Sell |
5,097
-3,593
| -41% | -$332K | 0.02% | 218 |
|
|
2022
Q1 | $751K | Buy |
8,690
+729
| +9% | +$61.3K | 0.04% | 202 |
|
|
2021
Q4 | $577K | Buy |
7,961
+938
| +13% | +$70.9K | 0.03% | 221 |
|
|
2021
Q3 | $492K | Hold |
7,023
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $603K | Sell |
7,023
-14
| -0.2% | -$1.18K | 0.03% | 204 |
|
|
2021
Q1 | $574K | Buy |
7,037
+1,771
| +34% | +$139K | 0.03% | 201 |
|
|
2020
Q4 | $368K | Hold |
5,266
| – | – | 0.02% | 230 |
|
|
2020
Q3 | $273K | Sell |
5,266
-1,656
| -24% | -$101K | 0.02% | 254 |
|
|
2020
Q2 | $498K | Sell |
6,922
-1,501
| -18% | -$106K | 0.04% | 193 |
|
|
2020
Q1 | $452K | Buy |
8,423
+2,671
| +46% | +$217K | 0.04% | 273 |
|
|
2019
Q4 | $641K | Sell |
5,752
-614
| -10% | -$69K | 0.04% | 292 |
|
|
2019
Q3 | $652K | Sell |
6,366
-233
| -4% | -$23.4K | 0.05% | 158 |
|
|
2019
Q2 | $617K | Buy |
6,599
+191
| +3% | +$17.1K | 0.05% | 163 |
|
|
2019
Q1 | $610K | Buy |
6,408
+35
| +0.5% | +$3.33K | 0.05% | 157 |
|
|
2018
Q4 | $549K | Buy |
6,373
+10
| +0.2% | +$977 | 0.05% | 160 |
|
|
2018
Q3 | $717K | Sell |
6,363
-180
| -3% | -$20.8K | 0.06% | 145 |
|
|
2018
Q2 | $735K | Buy |
6,543
+87
| +1% | +$9.78K | 0.06% | 139 |
|
|
2018
Q1 | $619K | Sell |
6,456
-806
| -11% | -$78.5K | 0.05% | 153 |
|
|
2017
Q4 | $735K | Sell |
7,262
-795
| -10% | -$75.6K | 0.06% | 144 |
|
|
2017
Q3 | $738K | Hold |
8,057
| – | – | 0.06% | 134 |
|
|
2017
Q2 | $666K | Sell |
8,057
-5,134
| -39% | -$403K | 0.06% | 138 |
|
|
2017
Q1 | $1.04M | Buy |
13,191
+205
| +2% | +$16.5K | 0.09% | 106 |
|
|
2016
Q4 | $1.12M | Buy |
12,986
+6,299
| +94% | +$524K | 0.1% | 102 |
|
|
2016
Q3 | $539K | Buy |
6,687
+902
| +16% | +$70.1K | 0.05% | 157 |
|
|
2016
Q2 | $459K | Buy |
5,785
+2
| +0% | +$163 | 0.05% | 169 |
|
|
2016
Q1 | $501K | Sell |
5,783
-90
| -2% | -$7.32K | 0.05% | 158 |
|
|
2015
Q4 | $480K | Sell |
5,873
-1,410
| -19% | -$122K | 0.05% | 161 |
|
|
2015
Q3 | $560K | Buy |
7,283
+43
| +0.6% | +$3.42K | 0.07% | 144 |
|
|
2015
Q2 | $583K | Buy |
7,240
+188
| +3% | +$14.9K | 0.06% | 152 |
|
|
2015
Q1 | $554K | Sell |
7,052
-167
| -2% | -$12.3K | 0.06% | 160 |
|
|
2014
Q4 | $518K | Buy |
7,219
+721
| +11% | +$53.2K | 0.06% | 163 |
|
|
2014
Q3 | $528K | Buy |
6,498
+391
| +6% | +$32.5K | 0.06% | 165 |
|
|
2014
Q2 | $491K | Sell |
6,107
-54
| -0.9% | -$4.45K | 0.05% | 172 |
|
|
2014
Q1 | $475K | Buy |
6,161
+1,205
| +24% | +$91.7K | 0.05% | 172 |
|
|
2013
Q4 | $382K | Buy |
4,956
+26
| +0.5% | +$1.73K | 0.05% | 164 |
|
|
2013
Q3 | $285K | Sell |
4,930
-37
| -0.7% | -$2.15K | 0.04% | 189 |
|
|
2013
Q2 | $293K | Buy |
+4,967
| New | +$312K | 0.04% | 185 |
|
Other funds holding PSX
EIM
Linscomb Wealth's PSX Position: Q2 2026 in Review
Linscomb Wealth reduced its Phillips 66 (PSX) stake by 54% in Q2 2026, selling an estimated $614K and leaving 3,012 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #226.
Linscomb Wealth first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.2M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Linscomb Wealth held 3,012 shares of Phillips 66 worth $509K as of Q2 2026.
- Linscomb Wealth sold 3,567 Phillips 66 shares in Q2 2026, an estimated $614K.
- Phillips 66 made up 0.02% of Linscomb Wealth's portfolio in Q2 2026, its #226 holding.
- Linscomb Wealth first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Linscomb Wealth's Phillips 66 position peaked at $1.2M in Q1 2026.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.