Poehling Capital Management’s Phillips 66 PSX Stock Holding History

Poehling Capital Management’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	$1.52M	Sell	9,017 -106	-1%	-$18.2K	0.33%	70
2026 Q1	$1.66M	Sell	9,123 -76	-0.8%	-$11.9K	0.35%	67
2025 Q4	$1.19M	Sell	9,199 -61	-0.7%	-$8.21K	0.24%	77
2025 Q3	$1.26M	Sell	9,260 -151	-2%	-$19.3K	0.26%	72
2025 Q2	$1.12M	Buy	9,411 +3,094	+49%	+$347K	0.26%	72
2025 Q1	$780K	Sell	6,317 -34	-0.5%	-$4.19K	0.2%	82
2024 Q4	$724K	Sell	6,351 -12	-0.2%	-$1.53K	0.18%	85
2024 Q3	$836K	Buy	6,363 +3,327	+110%	+$449K	0.21%	77
2024 Q2	$429K	Hold	3,036	–	–	0.12%	95
2024 Q1	$496K	Buy	3,036 +1	+0%	+$144	0.13%	89
2023 Q4	$404K	Sell	3,035 -31	-1%	-$3.71K	0.13%	92
2023 Q3	$368K	Hold	3,066	–	–	0.13%	96
2023 Q2	$292K	Hold	3,066	–	–	0.1%	101
2023 Q1	$311K	Buy	+3,066	New	+$312K	0.1%	96
2022 Q2	–	Sell	-26,507	Closed	-$2.29M	–	144
2022 Q1	$2.29M	Buy	26,507 +26	+0.1%	+$2.19K	0.71%	48
2021 Q4	$1.92M	Sell	26,481 -232	-0.9%	-$17.5K	0.62%	55
2021 Q3	$1.87M	Buy	26,713 +303	+1%	+$21.9K	0.63%	53
2021 Q2	$2.27M	Sell	26,410 -641	-2%	-$54.1K	0.72%	55
2021 Q1	$2.21M	Sell	27,051 -1,839	-6%	-$144K	0.77%	48
2020 Q4	$2.02M	Buy	28,890 +13,470	+87%	+$791K	0.8%	48
2020 Q3	$799K	Buy	+15,420	New	+$941K	0.41%	73
2020 Q2	–	Sell	-40,646	Closed	-$2.18M	–	118
2020 Q1	$2.18M	Buy	40,646 +35,440	+681%	+$2.88M	1.6%	19
2019 Q4	$580K	Sell	5,206 -125	-2%	-$14K	0.38%	62
2019 Q3	$546K	Buy	5,331 +10	+0.2%	+$1K	0.4%	62
2019 Q2	$498K	Buy	5,321 +50	+0.9%	+$4.49K	0.33%	68
2019 Q1	$502K	Sell	5,271 -25	-0.5%	-$2.38K	0.37%	67
2018 Q4	$456K	Sell	5,296 -297	-5%	-$29K	0.44%	58
2018 Q3	$630K	Buy	5,593 +1,432	+34%	+$166K	0.45%	61
2018 Q2	$467K	Sell	4,161 -1,477	-26%	-$166K	0.41%	64
2018 Q1	$541K	Sell	5,638 -155	-3%	-$15.1K	0.44%	61
2017 Q4	$586K	Buy	+5,793	New	+$551K	0.5%	61

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Poehling Capital Management's PSX Position: Q2 2026 in Review

Poehling Capital Management reduced its Phillips 66 (PSX) stake by 1.2% in Q2 2026, selling an estimated $18.2K and leaving 9,017 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #70.

Poehling Capital Management first reported a position in PSX in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.29M in Q1 2022. 400 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Poehling Capital Management held 9,017 shares of Phillips 66 worth $1.52M as of Q2 2026.
Poehling Capital Management sold 106 Phillips 66 shares in Q2 2026, an estimated $18.2K.
Phillips 66 made up 0.33% of Poehling Capital Management's portfolio in Q2 2026, its #70 holding.
Poehling Capital Management first reported a position in Phillips 66 in Q4 2017 and has held it in 31 quarters since.
Poehling Capital Management's Phillips 66 position peaked at $2.29M in Q1 2022.
400 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.