Navellier & Associates’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 | $7.34M | Sell |
40,267
-1,495
| -4% | -$234K | 0.76% | 27 |
|
|
2025
Q4 | $5.39M | Sell |
41,762
-7,126
| -15% | -$959K | 0.6% | 40 |
|
|
2025
Q3 | $6.65M | Buy |
48,888
+3,575
| +8% | +$458K | 0.67% | 33 |
|
|
2025
Q2 | $5.41M | Buy |
45,313
+35
| +0.1% | +$3.92K | 0.67% | 42 |
|
|
2025
Q1 | $4.84M | Sell |
45,278
-7,552
| -14% | -$931K | 0.67% | 41 |
|
|
2024
Q4 | $6.02M | Buy |
52,830
+5,071
| +11% | +$645K | 0.72% | 33 |
|
|
2024
Q3 | $6.28M | Sell |
47,759
-37,508
| -44% | -$5.06M | 0.85% | 23 |
|
|
2024
Q2 | $12M | Buy |
85,267
+2,308
| +3% | +$342K | 1.41% | 12 |
|
|
2024
Q1 | $13.6M | Sell |
82,959
-2,856
| -3% | -$412K | 1.67% | 10 |
|
|
2023
Q4 | $11.4M | Buy |
85,815
+1,728
| +2% | +$207K | 1.71% | 10 |
|
|
2023
Q3 | $10.1M | Sell |
84,087
-8,569
| -9% | -$962K | 1.73% | 7 |
|
|
2023
Q2 | $8.84M | Sell |
92,656
-124
| -0.1% | -$12.1K | 1.72% | 5 |
|
|
2023
Q1 | $9.41M | Sell |
92,780
-1,228
| -1% | -$125K | 1.98% | 5 |
|
|
2022
Q4 | $9.78M | Buy |
94,008
+37,246
| +66% | +$3.81M | 1.99% | 9 |
|
|
2022
Q3 | $4.58M | Sell |
56,762
-766
| -1% | -$65.3K | 1.02% | 26 |
|
|
2022
Q2 | $4.72M | Buy |
57,528
+2,672
| +5% | +$247K | 1.01% | 28 |
|
|
2022
Q1 | $4.74M | Buy |
54,856
+51,256
| +1,424% | +$4.31M | 0.81% | 38 |
|
|
2021
Q4 | $261K | Sell |
3,600
-200
| -5% | -$15.1K | 0.04% | 278 |
|
|
2021
Q3 | $266K | Buy |
+3,800
| New | +$275K | 0.04% | 275 |
|
|
2020
Q2 | – | Sell |
-8,832
| Closed | -$474K | – | 270 |
|
|
2020
Q1 | $474K | Buy |
8,832
+42
| +0.5% | +$3.42K | 0.11% | 139 |
|
|
2019
Q4 | $979K | Sell |
8,790
-483
| -5% | -$54.3K | 0.16% | 134 |
|
|
2019
Q3 | $950K | Sell |
9,273
-8,364
| -47% | -$838K | 0.16% | 133 |
|
|
2019
Q2 | $1.65M | Buy |
17,637
+533
| +3% | +$47.8K | 0.26% | 106 |
|
|
2019
Q1 | $1.63M | Buy |
17,104
+2,282
| +15% | +$217K | 0.25% | 105 |
|
|
2018
Q4 | $1.28M | Sell |
14,822
-26,791
| -64% | -$2.62M | 0.22% | 96 |
|
|
2018
Q3 | $4.69M | Buy |
41,613
+1,601
| +4% | +$185K | 0.61% | 44 |
|
|
2018
Q2 | $4.49M | Buy |
40,012
+37,647
| +1,592% | +$4.23M | 0.63% | 38 |
|
|
2018
Q1 | $227K | Sell |
2,365
-500
| -17% | -$48.7K | 0.03% | 260 |
|
|
2017
Q4 | $290K | Sell |
2,865
-8,700
| -75% | -$827K | 0.05% | 231 |
|
|
2017
Q3 | $1.06M | Sell |
11,565
-3,500
| -23% | -$296K | 0.21% | 96 |
|
|
2017
Q2 | $1.25M | Sell |
15,065
-535
| -3% | -$42K | 0.19% | 128 |
|
|
2017
Q1 | $1.24M | Sell |
15,600
-500
| -3% | -$40.3K | 0.18% | 126 |
|
|
2016
Q4 | $1.39M | Sell |
16,100
-800
| -5% | -$66.5K | 0.23% | 117 |
|
|
2016
Q3 | $1.36M | Buy |
+16,900
| New | +$1.31M | 0.19% | 112 |
|
Other funds holding PSX
VCM
VPM
EIM
Navellier & Associates's PSX Position: Q1 2026 in Review
Navellier & Associates reduced its Phillips 66 (PSX) stake by 3.6% in Q1 2026, selling an estimated $234K and leaving 40,267 shares worth $7.34M. The position accounts for 0.76% of the portfolio, ranked #27.
Navellier & Associates first reported a position in PSX in Q3 2016 and has held it in 34 quarters since. The position peaked at $13.6M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Navellier & Associates held 40,267 shares of Phillips 66 worth $7.34M as of Q1 2026.
- Navellier & Associates sold 1,495 Phillips 66 shares in Q1 2026, an estimated $234K.
- Phillips 66 made up 0.76% of Navellier & Associates's portfolio in Q1 2026, its #27 holding.
- Navellier & Associates first reported a position in Phillips 66 in Q3 2016 and has held it in 34 quarters since.
- Navellier & Associates's Phillips 66 position peaked at $13.6M in Q1 2024.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.