Poehling Capital Management’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 | $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
EIM
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. 2,102 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.
- 2,102 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.