Stifel Financial’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 | $46.2M | Sell |
253,785
-156,744
| -38% | -$24.6M | 0.04% | 383 |
|
|
2025
Q4 | $53M | Sell |
410,529
-3,959
| -1% | -$533K | 0.05% | 351 |
|
|
2025
Q3 | $56.4M | Sell |
414,488
-30,058
| -7% | -$3.85M | 0.05% | 335 |
|
|
2025
Q2 | $53M | Sell |
444,546
-2,939
| -0.7% | -$329K | 0.05% | 334 |
|
|
2025
Q1 | $55.3M | Buy |
447,485
+76,399
| +21% | +$9.42M | 0.06% | 318 |
|
|
2024
Q4 | $42.3M | Sell |
371,086
-21,506
| -5% | -$2.74M | 0.04% | 358 |
|
|
2024
Q3 | $51.6M | Sell |
392,592
-29,573
| -7% | -$3.99M | 0.05% | 314 |
|
|
2024
Q2 | $59.6M | Sell |
422,165
-4,856
| -1% | -$719K | 0.07% | 276 |
|
|
2024
Q1 | $69.8M | Sell |
427,021
-18,788
| -4% | -$2.71M | 0.08% | 246 |
|
|
2023
Q4 | $59.4M | Sell |
445,809
-5,674
| -1% | -$678K | 0.07% | 253 |
|
|
2023
Q3 | $54.2M | Buy |
451,483
+9,810
| +2% | +$1.1M | 0.08% | 254 |
|
|
2023
Q2 | $42.1M | Buy |
441,673
+10,543
| +2% | +$1.02M | 0.06% | 293 |
|
|
2023
Q1 | $43.7M | Sell |
431,130
-8,548
| -2% | -$869K | 0.06% | 277 |
|
|
2022
Q4 | $45.8M | Buy |
439,678
+7,706
| +2% | +$788K | 0.07% | 268 |
|
|
2022
Q3 | $34.9M | Sell |
431,972
-7,409
| -2% | -$631K | 0.06% | 295 |
|
|
2022
Q2 | $36M | Buy |
439,381
+19,213
| +5% | +$1.78M | 0.06% | 294 |
|
|
2022
Q1 | $36.3M | Sell |
420,168
-10,484
| -2% | -$882K | 0.05% | 320 |
|
|
2021
Q4 | $31.2M | Buy |
430,652
+37,274
| +9% | +$2.82M | 0.04% | 364 |
|
|
2021
Q3 | $27.5M | Buy |
393,378
+45,152
| +13% | +$3.27M | 0.04% | 376 |
|
|
2021
Q2 | $29.9M | Buy |
348,226
+36,133
| +12% | +$3.05M | 0.04% | 341 |
|
|
2021
Q1 | $25.4M | Sell |
312,093
-29,358
| -9% | -$2.3M | 0.04% | 353 |
|
|
2020
Q4 | $23.9M | Buy |
341,451
+61,814
| +22% | +$3.63M | 0.04% | 353 |
|
|
2020
Q3 | $14.5M | Buy |
279,637
+23,848
| +9% | +$1.46M | 0.03% | 429 |
|
|
2020
Q2 | $18.4M | Sell |
255,789
-5,124
| -2% | -$363K | 0.04% | 347 |
|
|
2020
Q1 | $14.1M | Sell |
260,913
-23,852
| -8% | -$1.94M | 0.04% | 360 |
|
|
2019
Q4 | $31.7M | Sell |
284,765
-5,039
| -2% | -$566K | 0.07% | 273 |
|
|
2019
Q3 | $29.6M | Sell |
289,804
-19,463
| -6% | -$1.95M | 0.08% | 253 |
|
|
2019
Q2 | $28.9M | Sell |
309,267
-11,704
| -4% | -$1.05M | 0.07% | 246 |
|
|
2019
Q1 | $30.6M | Buy |
320,971
+13,397
| +4% | +$1.27M | 0.09% | 230 |
|
|
2018
Q4 | $26.5M | Buy |
307,574
+29,635
| +11% | +$2.9M | 0.09% | 234 |
|
|
2018
Q3 | $31.2M | Sell |
277,939
-75,353
| -21% | -$8.71M | 0.09% | 225 |
|
|
2018
Q2 | $39.6M | Sell |
353,292
-106,121
| -23% | -$11.9M | 0.12% | 179 |
|
|
2018
Q1 | $44M | Sell |
459,413
-6,083
| -1% | -$592K | 0.14% | 167 |
|
|
2017
Q4 | $47.1M | Sell |
465,496
-17,313
| -4% | -$1.65M | 0.15% | 163 |
|
|
2017
Q3 | $44.1M | Sell |
482,809
-16,840
| -3% | -$1.43M | 0.15% | 155 |
|
|
2017
Q2 | $41.3M | Buy |
499,649
+28,162
| +6% | +$2.21M | 0.15% | 153 |
|
|
2017
Q1 | $37.4M | Buy |
471,487
+199,703
| +73% | +$16.1M | 0.15% | 157 |
|
|
2016
Q4 | $23.5M | Buy |
271,784
+5,192
| +2% | +$432K | 0.1% | 221 |
|
|
2016
Q3 | $21.5M | Sell |
266,592
-12,730
| -5% | -$990K | 0.1% | 227 |
|
|
2016
Q2 | $22.2M | Buy |
279,322
+14,564
| +6% | +$1.19M | 0.1% | 210 |
|
|
2016
Q1 | $22.9M | Sell |
264,758
-1,441
| -0.5% | -$117K | 0.12% | 182 |
|
|
2015
Q4 | $21.8M | Buy |
266,199
+88,997
| +50% | +$7.68M | 0.11% | 198 |
|
|
2015
Q3 | $13.6M | Buy |
177,202
+26,236
| +17% | +$2.09M | 0.08% | 275 |
|
|
2015
Q2 | $12.1M | Buy |
150,966
+27,639
| +22% | +$2.2M | 0.06% | 322 |
|
|
2015
Q1 | $9.72M | Sell |
123,327
-24,043
| -16% | -$1.76M | 0.05% | 408 |
|
|
2014
Q4 | $10.6M | Buy |
147,370
+99,398
| +207% | +$7.33M | 0.06% | 379 |
|
|
2014
Q3 | $3.9M | Buy |
47,972
+84
| +0.2% | +$6.99K | 0.03% | 553 |
|
|
2014
Q2 | $3.85M | Sell |
47,888
-5,019
| -9% | -$413K | 0.03% | 548 |
|
|
2014
Q1 | $4.08M | Buy |
+52,907
| New | +$4.03M | 0.04% | 502 |
|
Other funds holding PSX
VCM
VPM
EIM
