Savant Capital’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 | $11.3M | Buy |
60,249
+41,075
| +214% | +$7.07M | 0.03% | 269 |
|
|
2026
Q1 | $3.49M | Buy |
19,174
+1,122
| +6% | +$176K | 0.02% | 324 |
|
|
2025
Q4 | $2.33M | Buy |
18,052
+922
| +5% | +$124K | 0.01% | 377 |
|
|
2025
Q3 | $2.33M | Sell |
17,130
-486
| -3% | -$62.3K | 0.01% | 367 |
|
|
2025
Q2 | $2.1M | Buy |
17,616
+3,601
| +26% | +$403K | 0.02% | 357 |
|
|
2025
Q1 | $1.73M | Sell |
14,015
-137
| -1% | -$16.9K | 0.01% | 356 |
|
|
2024
Q4 | $1.61M | Buy |
14,152
+980
| +7% | +$125K | 0.01% | 499 |
|
|
2024
Q3 | $1.73M | Buy |
13,172
+1,262
| +11% | +$170K | 0.01% | 472 |
|
|
2024
Q2 | $1.68M | Buy |
11,910
+255
| +2% | +$37.7K | 0.02% | 430 |
|
|
2024
Q1 | $1.9M | Sell |
11,655
-18
| -0.2% | -$2.59K | 0.02% | 364 |
|
|
2023
Q4 | $1.55M | Buy |
11,673
+1,296
| +12% | +$155K | 0.02% | 334 |
|
|
2023
Q3 | $1.25M | Buy |
10,377
+223
| +2% | +$25K | 0.02% | 346 |
|
|
2023
Q2 | $969K | Buy |
10,154
+1,038
| +11% | +$101K | 0.02% | 390 |
|
|
2023
Q1 | $924K | Buy |
9,116
+2,491
| +38% | +$253K | 0.02% | 340 |
|
|
2022
Q4 | $675K | Buy |
6,625
+213
| +3% | +$21.8K | 0.02% | 323 |
|
|
2022
Q3 | $518K | Sell |
6,412
-62
| -1% | -$5.28K | 0.02% | 338 |
|
|
2022
Q2 | $531K | Buy |
6,474
+676
| +12% | +$62.5K | 0.02% | 333 |
|
|
2022
Q1 | $501K | Buy |
5,798
+67
| +1% | +$5.64K | 0.02% | 354 |
|
|
2021
Q4 | $416K | Buy |
5,731
+327
| +6% | +$24.7K | 0.01% | 395 |
|
|
2021
Q3 | $378K | Sell |
5,404
-246
| -4% | -$17.8K | 0.01% | 372 |
|
|
2021
Q2 | $485K | Buy |
5,650
+742
| +15% | +$62.6K | 0.02% | 312 |
|
|
2021
Q1 | $400K | Buy |
4,908
+81
| +2% | +$6.36K | 0.02% | 317 |
|
|
2020
Q4 | $338K | Sell |
4,827
-435
| -8% | -$25.5K | 0.02% | 331 |
|
|
2020
Q3 | $273K | Sell |
5,262
-343
| -6% | -$20.9K | 0.02% | 342 |
|
|
2020
Q2 | $403K | Sell |
5,605
-446
| -7% | -$31.6K | 0.03% | 276 |
|
|
2020
Q1 | $325K | Sell |
6,051
-1,159
| -16% | -$94.3K | 0.03% | 279 |
|
|
2019
Q4 | $803K | Buy |
7,210
+419
| +6% | +$47.1K | 0.1% | 156 |
|
|
2019
Q3 | $695K | Buy |
6,791
+464
| +7% | +$46.5K | 0.1% | 155 |
|
|
2019
Q2 | $592K | Sell |
6,327
-425
| -6% | -$38.1K | 0.08% | 171 |
|
|
2019
Q1 | $643K | Buy |
6,752
+566
| +9% | +$53.8K | 0.12% | 131 |
|
|
2018
Q4 | $533K | Sell |
6,186
-160
| -3% | -$15.6K | 0.11% | 138 |
|
|
2018
Q3 | $715K | Buy |
6,346
+45
| +0.7% | +$5.2K | 0.13% | 124 |
|
|
2018
Q2 | $708K | Buy |
6,301
+20
| +0.3% | +$2.25K | 0.15% | 113 |
|
|
2018
Q1 | $602K | Sell |
6,281
-184
| -3% | -$17.9K | 0.13% | 129 |
|
|
2017
Q4 | $654K | Buy |
6,465
+194
| +3% | +$18.4K | 0.14% | 118 |
|
|
2017
Q3 | $574K | Sell |
6,271
-20
| -0.3% | -$1.69K | 0.13% | 124 |
|
|
2017
Q2 | $520K | Sell |
6,291
-307
| -5% | -$24.1K | 0.12% | 131 |
|
|
2017
Q1 | $523K | Buy |
6,598
+240
| +4% | +$19.3K | 0.13% | 126 |
|
|
2016
Q4 | $549K | Sell |
6,358
-30
| -0.5% | -$2.49K | 0.15% | 115 |
|
|
2016
Q3 | $515K | Sell |
6,388
-120
| -2% | -$9.33K | 0.14% | 115 |
|
|
2016
Q2 | $516K | Buy |
6,508
+413
| +7% | +$33.7K | 0.15% | 115 |
|
|
2016
Q1 | $528K | Buy |
6,095
+140
| +2% | +$11.4K | 0.16% | 107 |
|
|
2015
Q4 | $487K | Buy |
5,955
+37
| +0.6% | +$3.19K | 0.15% | 107 |
|
|
2015
Q3 | $455K | Buy |
5,918
+522
| +10% | +$41.5K | 0.16% | 106 |
|
|
2015
Q2 | $435K | Buy |
5,396
+401
| +8% | +$31.9K | 0.15% | 118 |
|
|
2015
Q1 | $393K | Buy |
4,995
+25
| +0.5% | +$1.83K | 0.14% | 124 |
|
|
2014
Q4 | $356K | Sell |
4,970
-379
| -7% | -$28K | 0.13% | 132 |
|
|
2014
Q3 | $435K | Sell |
5,349
-96
| -2% | -$7.99K | 0.19% | 93 |
|
|
2014
Q2 | $438K | Sell |
5,445
-3
| -0.1% | -$247 | 0.19% | 93 |
|
|
2014
Q1 | $420K | Buy |
5,448
+699
| +15% | +$53.2K | 0.19% | 93 |
|
|
2013
Q4 | $366K | Sell |
4,749
-85
| -2% | -$5.67K | 0.18% | 98 |
|
|
2013
Q3 | $280K | Buy |
4,834
+510
| +12% | +$29.6K | 0.15% | 107 |
|
|
2013
Q2 | $255K | Buy |
+4,324
| New | +$272K | 0.15% | 110 |
|
Other funds holding PSX
EIM
Savant Capital's PSX Position: Q2 2026 in Review
Savant Capital increased its Phillips 66 (PSX) stake by 214% in Q2 2026, buying an estimated $7.07M and bringing the position to 60,249 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #269.
Savant Capital first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Savant Capital held 60,249 shares of Phillips 66 worth $11.3M as of Q2 2026.
- Savant Capital bought 41,075 Phillips 66 shares in Q2 2026, an estimated $7.07M.
- Phillips 66 made up 0.03% of Savant Capital's portfolio in Q2 2026, its #269 holding.
- Savant Capital first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.