Mark Sheptoff Financial Planning’s Phillips 66 PSX Stock Holding History

Mark Sheptoff Financial Planning’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	$99.1K	Sell	550 -410	-43%	-$64.2K	0.05%	136
2025 Q4	$124K	Hold	960	–	–	0.06%	130
2025 Q3	$131K	Hold	960	–	–	0.06%	121
2025 Q2	$115K	Hold	960	–	–	0.06%	116
2025 Q1	$119K	Hold	960	–	–	0.07%	109
2024 Q4	$109K	Hold	960	–	–	0.06%	115
2024 Q3	$126K	Hold	960	–	–	0.07%	112
2024 Q2	$136K	Hold	960	–	–	0.08%	115
2024 Q1	$157K	Hold	960	–	–	0.09%	111
2023 Q4	$128K	Hold	960	–	–	0.08%	111
2023 Q3	$115K	Buy	960 +100	+12%	+$11.2K	0.07%	106
2023 Q2	$82K	Hold	860	–	–	0.05%	127
2023 Q1	$87.2K	Hold	860	–	–	0.05%	123
2022 Q4	$89.5K	Hold	860	–	–	0.05%	120
2022 Q3	$69K	Sell	860 -10	-1%	-$852	0.04%	126
2022 Q2	$71K	Hold	870	–	–	0.04%	134
2022 Q1	$75K	Buy	870 +450	+107%	+$37.9K	0.04%	149
2021 Q4	$30K	Buy	420 +10	+2%	+$756	0.01%	222
2021 Q3	$29K	Hold	410	–	–	0.02%	213
2021 Q2	$35K	Hold	410	–	–	0.02%	223
2021 Q1	$33K	Hold	410	–	–	0.02%	197
2020 Q4	$29K	Buy	410 +110	+37%	+$6.46K	0.02%	194
2020 Q3	$16K	Sell	300 -15,714	-98%	-$959K	0.01%	204
2020 Q2	$1.15M	Buy	16,014 +10,404	+185%	+$737K	0.75%	35
2020 Q1	$301K	Buy	5,610 +4,549	+429%	+$370K	0.23%	64
2019 Q4	$118K	Hold	1,061	–	–	0.07%	111
2019 Q3	$109K	Buy	1,061 +82	+8%	+$8.22K	0.07%	111
2019 Q2	$92K	Hold	979	–	–	0.06%	124
2019 Q1	$93K	Hold	979	–	–	0.07%	120
2018 Q4	$84K	Hold	979	–	–	0.07%	110
2018 Q3	$110K	Hold	979	–	–	0.08%	126
2018 Q2	$110K	Hold	979	–	–	0.08%	120
2018 Q1	$94K	Hold	979	–	–	0.07%	132
2017 Q4	$99K	Sell	979 -100	-9%	-$9.51K	0.06%	138
2017 Q3	$99K	Sell	1,079 -150	-12%	-$12.7K	0.07%	142
2017 Q2	$102K	Sell	1,229 -536	-30%	-$42.1K	0.07%	136
2017 Q1	$140K	Sell	1,765 -5,144	-74%	-$414K	0.1%	123
2016 Q4	$597K	Buy	6,909 +4,245	+159%	+$353K	0.44%	57
2016 Q3	$215K	Buy	2,664 +519	+24%	+$40.3K	0.16%	95
2016 Q2	$170K	Sell	2,145 -149	-6%	-$12.2K	0.13%	98
2016 Q1	$199K	Sell	2,294 -50	-2%	-$4.06K	0.16%	84
2015 Q4	$192K	Hold	2,344	–	–	0.16%	93
2015 Q3	$180K	Buy	2,344 +1,249	+114%	+$99.3K	0.16%	96
2015 Q2	$88K	Buy	1,095 +10	+0.9%	+$795	0.07%	147
2015 Q1	$85K	Hold	1,085	–	–	0.07%	143
2014 Q4	$78K	Sell	1,085 -152	-12%	-$11.2K	0.07%	142
2014 Q3	$101K	Hold	1,237	–	–	0.09%	142
2014 Q2	$100K	Sell	1,237 -250	-17%	-$20.6K	0.09%	143
2014 Q1	$115K	Buy	+1,487	New	+$113K	0.1%	140

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's PSX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Phillips 66 (PSX) stake by 43% in Q1 2026, selling an estimated $64.2K and leaving 550 shares worth $99.1K. The position accounts for 0.05% of the portfolio, ranked #136.

Mark Sheptoff Financial Planning first reported a position in PSX in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.15M in Q2 2020. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Mark Sheptoff Financial Planning held 550 shares of Phillips 66 worth $99.1K as of Q1 2026.
Mark Sheptoff Financial Planning sold 410 Phillips 66 shares in Q1 2026, an estimated $64.2K.
Phillips 66 made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #136 holding.
Mark Sheptoff Financial Planning first reported a position in Phillips 66 in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Phillips 66 position peaked at $1.15M in Q2 2020.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.