Schwerin Boyle 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
Q1 | $16.7M | Sell |
91,563
-2,928
| -3% | -$459K | 2.12% | 16 |
|
|
2025
Q4 | $12.2M | Sell |
94,491
-355
| -0.4% | -$47.8K | 1.34% | 24 |
|
|
2025
Q3 | $12.9M | Sell |
94,846
-2,476
| -3% | -$317K | 1.41% | 25 |
|
|
2025
Q2 | $11.6M | Sell |
97,322
-7,914
| -8% | -$887K | 1.29% | 24 |
|
|
2025
Q1 | $13M | Sell |
105,236
-424
| -0.4% | -$52.3K | 1.34% | 24 |
|
|
2024
Q4 | $12M | Buy |
105,660
+1,025
| +1% | +$130K | 1.23% | 25 |
|
|
2024
Q3 | $13.8M | Sell |
104,635
-4,600
| -4% | -$621K | 1.44% | 23 |
|
|
2024
Q2 | $15.4M | Hold |
109,235
| – | – | 1.62% | 21 |
|
|
2024
Q1 | $17.8M | Sell |
109,235
-48
| -0% | -$6.92K | 1.77% | 20 |
|
|
2023
Q4 | $14.5M | Sell |
109,283
-300
| -0.3% | -$35.9K | 1.63% | 21 |
|
|
2023
Q3 | $13.2M | Sell |
109,583
-26,298
| -19% | -$2.95M | 1.55% | 25 |
|
|
2023
Q2 | $13M | Sell |
135,881
-450
| -0.3% | -$43.7K | 1.22% | 24 |
|
|
2023
Q1 | $13.8M | Sell |
136,331
-6,950
| -5% | -$707K | 1.42% | 21 |
|
|
2022
Q4 | $14.9M | Sell |
143,281
-1,820
| -1% | -$186K | 1.5% | 21 |
|
|
2022
Q3 | $11.7M | Sell |
145,101
-800
| -0.5% | -$68.2K | 1.28% | 24 |
|
|
2022
Q2 | $12M | Sell |
145,901
-150
| -0.1% | -$13.9K | 1.22% | 25 |
|
|
2022
Q1 | $12.6M | Sell |
146,051
-2,912
| -2% | -$245K | 1.05% | 26 |
|
|
2021
Q4 | $10.8M | Sell |
148,963
-1,050
| -0.7% | -$79.4K | 0.88% | 31 |
|
|
2021
Q3 | $10.5M | Hold |
150,013
| – | – | 0.88% | 31 |
|
|
2021
Q2 | $12.9M | Sell |
150,013
-2,015
| -1% | -$170K | 1.06% | 24 |
|
|
2021
Q1 | $12.4M | Sell |
152,028
-3,260
| -2% | -$256K | 1.1% | 26 |
|
|
2020
Q4 | $10.9M | Buy |
155,288
+6,060
| +4% | +$356K | 1.01% | 29 |
|
|
2020
Q3 | $7.74M | Sell |
149,228
-3,550
| -2% | -$217K | 0.89% | 29 |
|
|
2020
Q2 | $11M | Sell |
152,778
-2,716
| -2% | -$192K | 1.38% | 24 |
|
|
2020
Q1 | $8.34M | Sell |
155,494
-450
| -0.3% | -$36.6K | 1.16% | 28 |
|
|
2019
Q4 | $17.4M | Sell |
155,944
-500
| -0.3% | -$56.2K | 1.66% | 20 |
|
|
2019
Q3 | $16M | Sell |
156,444
-1,300
| -0.8% | -$130K | 1.65% | 19 |
|
|
2019
Q2 | $14.8M | Sell |
157,744
-2,225
| -1% | -$200K | 1.54% | 18 |
|
|
2019
Q1 | $15.2M | Sell |
159,969
-1,550
| -1% | -$147K | 1.67% | 20 |
|
|
2018
Q4 | $13.9M | Sell |
161,519
-5,725
| -3% | -$559K | 1.75% | 18 |
|
|
2018
Q3 | $18.9M | Sell |
167,244
-10
| -0% | -$1.16K | 2% | 19 |
|
|
2018
Q2 | $18.8M | Sell |
167,254
-1
| -0% | -$112 | 2.06% | 18 |
|
|
2018
Q1 | $16M | Sell |
167,255
-500
| -0.3% | -$48.7K | 1.76% | 19 |
|
|
2017
Q4 | $17M | Sell |
167,755
-1,092
| -0.6% | -$104K | 1.85% | 19 |
|
|
2017
Q3 | $15.5M | Sell |
168,847
-3,200
| -2% | -$271K | 1.74% | 22 |
|
|
2017
Q2 | $14.2M | Buy |
172,047
+2,600
| +2% | +$204K | 1.67% | 22 |
|
|
2017
Q1 | $13.4M | Sell |
169,447
-325
| -0.2% | -$26.2K | 1.64% | 24 |
|
|
2016
Q4 | $14.7M | Sell |
169,772
-300
| -0.2% | -$24.9K | 1.82% | 24 |
|
|
2016
Q3 | $13.7M | Buy |
170,072
+51,741
| +44% | +$4.02M | 1.9% | 19 |
|
|
2016
Q2 | $9.39M | Sell |
118,331
-2,350
| -2% | -$192K | 1.35% | 24 |
|
|
2016
Q1 | $10.4M | Sell |
120,681
-1,288
| -1% | -$105K | 1.47% | 25 |
|
|
2015
Q4 | $9.98M | Sell |
121,969
-87
| -0.1% | -$7.51K | 1.39% | 27 |
|
|
2015
Q3 | $9.38M | Hold |
122,056
| – | – | 1.35% | 25 |
|
|
2015
Q2 | $9.83M | Sell |
122,056
-725
| -0.6% | -$57.6K | 1.29% | 24 |
|
|
2015
Q1 | $9.65M | Sell |
122,781
-450
| -0.4% | -$33K | 1.36% | 24 |
|
|
2014
Q4 | $8.84M | Sell |
123,231
-1,290
| -1% | -$95.2K | 1.2% | 26 |
|
|
2014
Q3 | $10.1M | Sell |
124,521
-455
| -0.4% | -$37.9K | 1.41% | 24 |
|
|
2014
Q2 | $10.1M | Sell |
124,976
-150
| -0.1% | -$12.4K | 1.45% | 22 |
|
|
2014
Q1 | $9.64M | Buy |
125,126
+850
| +0.7% | +$64.7K | 1.38% | 24 |
|
|
2013
Q4 | $9.59M | Sell |
124,276
-2,575
| -2% | -$172K | 1.35% | 24 |
|
|
2013
Q3 | $7.33M | Sell |
126,851
-425
| -0.3% | -$24.6K | 1.11% | 25 |
|
|
2013
Q2 | $7.5M | Buy |
+127,276
| New | +$8M | 1.2% | 23 |
|
Other funds holding PSX
VCM
VPM
EIM
Schwerin Boyle Capital Management's PSX Position: Q1 2026 in Review
Schwerin Boyle Capital Management reduced its Phillips 66 (PSX) stake by 3.1% in Q1 2026, selling an estimated $459K and leaving 91,563 shares worth $16.7M. The position accounts for 2.12% of the portfolio, ranked #16.
Schwerin Boyle Capital Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q3 2018. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Schwerin Boyle Capital Management held 91,563 shares of Phillips 66 worth $16.7M as of Q1 2026.
- Schwerin Boyle Capital Management sold 2,928 Phillips 66 shares in Q1 2026, an estimated $459K.
- Phillips 66 made up 2.12% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #16 holding.
- Schwerin Boyle Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Schwerin Boyle Capital Management's Phillips 66 position peaked at $18.9M in Q3 2018.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.