Plancorp LLC’s Phillips 66 PSX Stock Holding History

Plancorp LLC’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 Q2	$516K	Sell	2,604 -42	-2%	-$7.23K	0.01%	251
2026 Q1	$421K	Buy	2,646 +15	+0.6%	+$2.35K	0.01%	252
2025 Q4	$339K	Sell	2,631 -222	-8%	-$29.9K	0.01%	265
2025 Q3	$388K	Sell	2,853 -653	-19%	-$83.7K	0.01%	260
2025 Q2	$418K	Buy	3,506 +413	+13%	+$46.3K	0.01%	251
2025 Q1	$382K	Sell	3,093 -99	-3%	-$12.2K	0.02%	248
2024 Q4	$364K	Buy	3,192 +329	+11%	+$41.9K	0.01%	229
2024 Q3	$376K	Buy	2,863 +23	+0.8%	+$3.11K	0.02%	218
2024 Q2	$401K	Buy	2,840 +5	+0.2%	+$740	0.02%	201
2024 Q1	$463K	Sell	2,835 -115	-4%	-$16.6K	0.02%	191
2023 Q4	$393K	Buy	2,950 +119	+4%	+$14.2K	0.02%	189
2023 Q3	$340K	Buy	2,831 +199	+8%	+$22.3K	0.02%	191
2023 Q2	$251K	Sell	2,632 -265	-9%	-$25.8K	0.01%	216
2023 Q1	$294K	Buy	2,897 +228	+9%	+$23.2K	0.02%	200
2022 Q4	$278K	Buy	2,669 +68	+3%	+$6.96K	0.02%	199
2022 Q3	$210K	Sell	2,601 -68	-3%	-$5.8K	0.01%	215
2022 Q2	$219K	Sell	2,669 -165	-6%	-$15.3K	0.01%	222
2022 Q1	$245K	Buy	2,834 +43	+2%	+$3.62K	0.02%	221
2021 Q4	$202K	Buy	+2,791	New	+$211K	0.01%	235
2021 Q3	–	Sell	-2,712	Closed	-$233K	–	241
2021 Q2	$233K	Buy	2,712 +10	+0.4%	+$844	0.02%	203
2021 Q1	$220K	Buy	+2,702	New	+$212K	0.05%	194
2020 Q3	–	Sell	-3,149	Closed	-$226K	–	194
2020 Q2	$226K	Buy	+3,149	New	+$223K	0.07%	158
2020 Q1	–	Sell	-3,038	Closed	-$338K	–	187
2019 Q4	$338K	Sell	3,038 -6	-0.2%	-$674	0.1%	138
2019 Q3	$312K	Sell	3,044 -113	-4%	-$11.3K	0.12%	132
2019 Q2	$295K	Sell	3,157 -2,015	-39%	-$181K	0.12%	133
2019 Q1	$492K	Buy	5,172 +144	+3%	+$13.7K	0.19%	94
2018 Q4	$433K	Buy	5,028 +143	+3%	+$14K	0.2%	92
2018 Q3	$551K	Buy	4,885 +192	+4%	+$22.2K	0.22%	93
2018 Q2	$527K	Buy	4,693 +1	+0%	+$112	0.21%	92
2018 Q1	$451K	Hold	4,692	–	–	0.14%	96
2017 Q4	$473K	Buy	4,692 +20	+0.4%	+$1.9K	0.15%	98
2017 Q3	$428K	Buy	4,672 +36	+0.8%	+$3.05K	0.13%	99
2017 Q2	$383K	Sell	4,636 -192	-4%	-$15.1K	0.11%	108
2017 Q1	$383K	Sell	4,828 -5	-0.1%	-$403	0.11%	114
2016 Q4	$417K	Buy	+4,833	New	+$402K	0.12%	106
2014 Q4	–	Sell	-4,085	Closed	-$331K	–	97
2014 Q3	$331K	Buy	+4,085	New	+$340K	0.35%	69
2014 Q2	–	Sell	-4,076	Closed	-$314K	–	104
2014 Q1	$314K	Buy	4,076 +3	+0.1%	+$228	0.21%	78
2013 Q4	$314K	Buy	+4,073	New	+$272K	0.28%	67

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plancorp LLC's PSX Position: Q2 2026 in Review

Plancorp LLC reduced its Phillips 66 (PSX) stake by 1.6% in Q2 2026, selling an estimated $7.23K and leaving 2,604 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #251.

Plancorp LLC first reported a position in PSX in Q4 2013 and has held it in 38 quarters since. The position peaked at $551K in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Plancorp LLC held 2,604 shares of Phillips 66 worth $516K as of Q2 2026.
Plancorp LLC sold 42 Phillips 66 shares in Q2 2026, an estimated $7.23K.
Phillips 66 made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #251 holding.
Plancorp LLC first reported a position in Phillips 66 in Q4 2013 and has held it in 38 quarters since.
Plancorp LLC's Phillips 66 position peaked at $551K in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.