Probity Advisors’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 | $1.06M | Sell |
5,820
-346
| -6% | -$54.2K | 0.17% | 94 |
|
|
2025
Q4 | $796K | Sell |
6,166
-322
| -5% | -$43.3K | 0.13% | 111 |
|
|
2025
Q3 | $882K | Buy |
6,488
+294
| +5% | +$37.7K | 0.14% | 111 |
|
|
2025
Q2 | $739K | Buy |
6,194
+874
| +16% | +$97.9K | 0.13% | 117 |
|
|
2025
Q1 | $657K | Buy |
5,320
+392
| +8% | +$48.3K | 0.13% | 118 |
|
|
2024
Q4 | $561K | Buy |
4,928
+142
| +3% | +$18.1K | 0.11% | 130 |
|
|
2024
Q3 | $629K | Buy |
4,786
+108
| +2% | +$14.6K | 0.12% | 127 |
|
|
2024
Q2 | $660K | Sell |
4,678
-31
| -0.7% | -$4.59K | 0.14% | 119 |
|
|
2024
Q1 | $769K | Sell |
4,709
-179
| -4% | -$25.8K | 0.16% | 110 |
|
|
2023
Q4 | $651K | Sell |
4,888
-36
| -0.7% | -$4.3K | 0.14% | 120 |
|
|
2023
Q3 | $592K | Sell |
4,924
-8
| -0.2% | -$898 | 0.14% | 104 |
|
|
2023
Q2 | $470K | Buy |
+4,932
| New | +$479K | 0.1% | 132 |
|
|
2022
Q4 | $509K | Buy |
4,894
+50
| +1% | +$5.11K | 0.12% | 111 |
|
|
2022
Q3 | $391K | Sell |
4,844
-234
| -5% | -$19.9K | 0.1% | 130 |
|
|
2022
Q2 | $416K | Buy |
5,078
+110
| +2% | +$10.2K | 0.1% | 133 |
|
|
2022
Q1 | $429K | Sell |
4,968
-128
| -3% | -$10.8K | 0.09% | 142 |
|
|
2021
Q4 | $369K | Buy |
5,096
+672
| +15% | +$50.8K | 0.07% | 154 |
|
|
2021
Q3 | $310K | Buy |
4,424
+599
| +16% | +$43.4K | 0.06% | 174 |
|
|
2021
Q2 | $328K | Buy |
3,825
+417
| +12% | +$35.2K | 0.07% | 159 |
|
|
2021
Q1 | $278K | Buy |
+3,408
| New | +$267K | 0.06% | 170 |
|
|
2020
Q1 | – | Sell |
-2,568
| Closed | -$286K | – | 175 |
|
|
2019
Q4 | $286K | Sell |
2,568
-170
| -6% | -$19.1K | 0.09% | 157 |
|
|
2019
Q3 | $280K | Sell |
2,738
-93
| -3% | -$9.32K | 0.09% | 152 |
|
|
2019
Q2 | $265K | Sell |
2,831
-41
| -1% | -$3.68K | 0.09% | 154 |
|
|
2019
Q1 | $273K | Sell |
2,872
-32
| -1% | -$3.04K | 0.09% | 146 |
|
|
2018
Q4 | $250K | Sell |
2,904
-87
| -3% | -$8.5K | 0.09% | 146 |
|
|
2018
Q3 | $337K | Buy |
2,991
+72
| +2% | +$8.32K | 0.11% | 133 |
|
|
2018
Q2 | $328K | Sell |
2,919
-9
| -0.3% | -$1.01K | 0.12% | 127 |
|
|
2018
Q1 | $281K | Buy |
2,928
+322
| +12% | +$31.3K | 0.1% | 134 |
|
|
2017
Q4 | $264K | Sell |
2,606
-25
| -1% | -$2.38K | 0.09% | 139 |
|
|
2017
Q3 | $241K | Buy |
2,631
+8
| +0.3% | +$678 | 0.09% | 129 |
|
|
2017
Q2 | $217K | Buy |
+2,623
| New | +$206K | 0.08% | 131 |
|
Other funds holding PSX
VCM
VPM
EIM
Probity Advisors's PSX Position: Q1 2026 in Review
Probity Advisors reduced its Phillips 66 (PSX) stake by 5.6% in Q1 2026, selling an estimated $54.2K and leaving 5,820 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #94.
Probity Advisors first reported a position in PSX in Q2 2017 and has held it in 31 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Probity Advisors held 5,820 shares of Phillips 66 worth $1.06M as of Q1 2026.
- Probity Advisors sold 346 Phillips 66 shares in Q1 2026, an estimated $54.2K.
- Phillips 66 made up 0.17% of Probity Advisors's portfolio in Q1 2026, its #94 holding.
- Probity Advisors first reported a position in Phillips 66 in Q2 2017 and has held it in 31 quarters since.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.