PDS Planning’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 | $705K | Sell |
3,867
-23
| -0.6% | -$3.6K | 0.05% | 199 |
|
|
2025
Q4 | $502K | Buy |
3,890
+10
| +0.3% | +$1.35K | 0.03% | 253 |
|
|
2025
Q3 | $528K | Sell |
3,880
-44
| -1% | -$5.64K | 0.04% | 234 |
|
|
2025
Q2 | $468K | Buy |
3,924
+503
| +15% | +$56.4K | 0.03% | 253 |
|
|
2025
Q1 | $422K | Buy |
3,421
+338
| +11% | +$41.7K | 0.04% | 240 |
|
|
2024
Q4 | $351K | Sell |
3,083
-86
| -3% | -$10.9K | 0.03% | 256 |
|
|
2024
Q3 | $417K | Buy |
3,169
+55
| +2% | +$7.43K | 0.04% | 224 |
|
|
2024
Q2 | $440K | Sell |
3,114
-1
| -0% | -$148 | 0.04% | 190 |
|
|
2024
Q1 | $509K | Buy |
3,115
+83
| +3% | +$12K | 0.05% | 158 |
|
|
2023
Q4 | $404K | Buy |
3,032
+3
| +0.1% | +$359 | 0.05% | 175 |
|
|
2023
Q3 | $364K | Buy |
3,029
+47
| +2% | +$5.28K | 0.05% | 182 |
|
|
2023
Q2 | $284K | Buy |
2,982
+155
| +5% | +$15.1K | 0.04% | 228 |
|
|
2023
Q1 | $287K | Sell |
2,827
-936
| -25% | -$95.2K | 0.04% | 207 |
|
|
2022
Q4 | $392K | Buy |
3,763
+4
| +0.1% | +$409 | 0.06% | 122 |
|
|
2022
Q3 | $303K | Sell |
3,759
-30
| -0.8% | -$2.56K | 0.06% | 131 |
|
|
2022
Q2 | $311K | Buy |
3,789
+370
| +11% | +$34.2K | 0.06% | 133 |
|
|
2022
Q1 | $295K | Buy |
3,419
+170
| +5% | +$14.3K | 0.05% | 149 |
|
|
2021
Q4 | $235K | Buy |
3,249
+3
| +0.1% | +$227 | 0.05% | 166 |
|
|
2021
Q3 | $227K | Sell |
3,246
-1,004
| -24% | -$72.7K | 0.05% | 170 |
|
|
2021
Q2 | $365K | Buy |
4,250
+34
| +0.8% | +$2.87K | 0.09% | 110 |
|
|
2021
Q1 | $344K | Sell |
4,216
-209
| -5% | -$16.4K | 0.1% | 108 |
|
|
2020
Q4 | $309K | Sell |
4,425
-247
| -5% | -$14.5K | 0.11% | 104 |
|
|
2020
Q3 | $242K | Sell |
4,672
-3
| -0.1% | -$183 | 0.1% | 113 |
|
|
2020
Q2 | $336K | Buy |
4,675
+425
| +10% | +$30.1K | 0.15% | 86 |
|
|
2020
Q1 | $228K | Buy |
4,250
+39
| +0.9% | +$3.17K | 0.15% | 85 |
|
|
2019
Q4 | $469K | Buy |
4,211
+1,374
| +48% | +$154K | 0.3% | 51 |
|
|
2019
Q3 | $291K | Buy |
2,837
+3
| +0.1% | +$301 | 0.2% | 70 |
|
|
2019
Q2 | $265K | Buy |
2,834
+96
| +4% | +$8.61K | 0.2% | 68 |
|
|
2019
Q1 | $261K | Sell |
2,738
-91
| -3% | -$8.65K | 0.2% | 66 |
|
|
2018
Q4 | $244K | Sell |
2,829
-50
| -2% | -$4.88K | 0.21% | 64 |
|
|
2018
Q3 | $325K | Buy |
2,879
+91
| +3% | +$10.5K | 0.28% | 55 |
|
|
2018
Q2 | $313K | Buy |
2,788
+1
| +0% | +$112 | 0.31% | 50 |
|
|
2018
Q1 | $267K | Sell |
2,787
-16
| -0.6% | -$1.56K | 0.27% | 53 |
|
|
2017
Q4 | $284K | Buy |
+2,803
| New | +$266K | 0.29% | 53 |
|
Other funds holding PSX
VCM
VPM
EIM
PDS Planning's PSX Position: Q1 2026 in Review
PDS Planning reduced its Phillips 66 (PSX) stake by 0.59% in Q1 2026, selling an estimated $3.6K and leaving 3,867 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #199.
PDS Planning first reported a position in PSX in Q4 2017 and has held it in 34 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- PDS Planning held 3,867 shares of Phillips 66 worth $705K as of Q1 2026.
- PDS Planning sold 23 Phillips 66 shares in Q1 2026, an estimated $3.6K.
- Phillips 66 made up 0.05% of PDS Planning's portfolio in Q1 2026, its #199 holding.
- PDS Planning first reported a position in Phillips 66 in Q4 2017 and has held it in 34 quarters since.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.