Means Investment Company’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 | $696K | Sell |
4,118
-124
| -3% | -$21.3K | 0.05% | 114 |
|
|
2026
Q1 | $773K | Buy |
4,242
+72
| +2% | +$11.3K | 0.07% | 101 |
|
|
2025
Q4 | $538K | Buy |
4,170
+1
| +0% | +$135 | 0.05% | 121 |
|
|
2025
Q3 | $567K | Sell |
4,169
-167
| -4% | -$21.4K | 0.05% | 123 |
|
|
2025
Q2 | $517K | Buy |
4,336
+3
| +0.1% | +$336 | 0.05% | 122 |
|
|
2025
Q1 | $535K | Sell |
4,333
-318
| -7% | -$39.2K | 0.06% | 119 |
|
|
2024
Q4 | $530K | Sell |
4,651
-18
| -0.4% | -$2.29K | 0.06% | 123 |
|
|
2024
Q3 | $614K | Buy |
4,669
+3
| +0.1% | +$405 | 0.07% | 116 |
|
|
2024
Q2 | $659K | Buy |
4,666
+3
| +0.1% | +$444 | 0.08% | 109 |
|
|
2024
Q1 | $762K | Buy |
4,663
+7
| +0.2% | +$1.01K | 0.1% | 102 |
|
|
2023
Q4 | $620K | Buy |
4,656
+242
| +5% | +$28.9K | 0.09% | 113 |
|
|
2023
Q3 | $530K | Sell |
4,414
-12
| -0.3% | -$1.35K | 0.09% | 119 |
|
|
2023
Q2 | $422K | Sell |
4,426
-2
| -0% | -$194 | 0.07% | 131 |
|
|
2023
Q1 | $449K | Buy |
4,428
+14
| +0.3% | +$1.42K | 0.08% | 128 |
|
|
2022
Q4 | $459K | Buy |
4,414
+2
| +0% | +$205 | 0.09% | 123 |
|
|
2022
Q3 | $356K | Sell |
4,412
-157
| -3% | -$13.4K | 0.08% | 137 |
|
|
2022
Q2 | $375K | Buy |
4,569
+5
| +0.1% | +$463 | 0.08% | 133 |
|
|
2022
Q1 | $394K | Buy |
4,564
+4
| +0.1% | +$337 | 0.07% | 132 |
|
|
2021
Q4 | $330K | Buy |
4,560
+6
| +0.1% | +$454 | 0.06% | 150 |
|
|
2021
Q3 | $319K | Sell |
4,554
-272
| -6% | -$19.7K | 0.06% | 144 |
|
|
2021
Q2 | $414K | Buy |
4,826
+473
| +11% | +$39.9K | 0.08% | 130 |
|
|
2021
Q1 | $355K | Buy |
4,353
+2
| +0% | +$157 | 0.08% | 132 |
|
|
2020
Q4 | $336K | Sell |
4,351
-21
| -0.5% | -$1.23K | 0.08% | 137 |
|
|
2020
Q3 | $204K | Sell |
4,372
-139
| -3% | -$8.48K | 0.06% | 143 |
|
|
2020
Q2 | $289K | Sell |
4,511
-26
| -0.6% | -$1.84K | 0.09% | 114 |
|
|
2020
Q1 | $264K | Sell |
4,537
-16
| -0.4% | -$1.3K | 0.1% | 106 |
|
|
2019
Q4 | $470K | Sell |
4,553
-66
| -1% | -$7.42K | 0.16% | 86 |
|
|
2019
Q3 | $547K | Buy |
4,619
+427
| +10% | +$42.8K | 0.21% | 80 |
|
|
2019
Q2 | $410K | Sell |
4,192
-171
| -4% | -$15.3K | 0.17% | 93 |
|
|
2019
Q1 | $415K | Buy |
4,363
+205
| +5% | +$19.5K | 0.18% | 88 |
|
|
2018
Q4 | $358K | Buy |
+4,158
| New | +$406K | 0.2% | 90 |
|
Other funds holding PSX
Means Investment Company's PSX Position: Q2 2026 in Review
Means Investment Company reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $21.3K and leaving 4,118 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #114.
Means Investment Company first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $773K in Q1 2026. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Means Investment Company held 4,118 shares of Phillips 66 worth $696K as of Q2 2026.
- Means Investment Company sold 124 Phillips 66 shares in Q2 2026, an estimated $21.3K.
- Phillips 66 made up 0.05% of Means Investment Company's portfolio in Q2 2026, its #114 holding.
- Means Investment Company first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Phillips 66 position peaked at $773K in Q1 2026.
- 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.