Stockman Wealth 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 | $518K | Buy |
2,845
+107
| +4% | +$16.8K | 0.06% | 104 |
|
|
2025
Q4 | $353K | Hold |
2,738
| – | – | 0.04% | 126 |
|
|
2025
Q3 | $372K | Hold |
2,738
| – | – | 0.05% | 125 |
|
|
2025
Q2 | $327K | Sell |
2,738
-50
| -2% | -$5.6K | 0.04% | 131 |
|
|
2025
Q1 | $344K | Buy |
2,788
+50
| +2% | +$6.16K | 0.05% | 126 |
|
|
2024
Q4 | $312K | Sell |
2,738
-280
| -9% | -$35.6K | 0.05% | 135 |
|
|
2024
Q3 | $397K | Sell |
3,018
-9
| -0.3% | -$1.22K | 0.06% | 126 |
|
|
2024
Q2 | $427K | Buy |
3,027
+50
| +2% | +$7.4K | 0.07% | 118 |
|
|
2024
Q1 | $486K | Sell |
2,977
-171
| -5% | -$24.6K | 0.09% | 105 |
|
|
2023
Q4 | $419K | Sell |
3,148
-432
| -12% | -$51.6K | 0.08% | 112 |
|
|
2023
Q3 | $430K | Buy |
3,580
+14
| +0.4% | +$1.57K | 0.09% | 108 |
|
|
2023
Q2 | $340K | Sell |
3,566
-1,090
| -23% | -$106K | 0.07% | 135 |
|
|
2023
Q1 | $472K | Sell |
4,656
-705
| -13% | -$71.7K | 0.11% | 110 |
|
|
2022
Q4 | $558K | Sell |
5,361
-382
| -7% | -$39.1K | 0.13% | 103 |
|
|
2022
Q3 | $464K | Sell |
5,743
-225
| -4% | -$19.2K | 0.13% | 99 |
|
|
2022
Q2 | $489K | Sell |
5,968
-4,751
| -44% | -$440K | 0.12% | 98 |
|
|
2022
Q1 | $926K | Sell |
10,719
-92,908
| -90% | -$7.82M | 0.19% | 71 |
|
|
2021
Q4 | $7.51M | Buy |
103,627
+3,755
| +4% | +$284K | 1.53% | 19 |
|
|
2021
Q3 | $6.99M | Buy |
99,872
+17,020
| +21% | +$1.23M | 1.56% | 17 |
|
|
2021
Q2 | $7.11M | Buy |
82,852
+4,934
| +6% | +$416K | 1.7% | 16 |
|
|
2021
Q1 | $6.35M | Buy |
77,918
+5
| +0% | +$392 | 1.77% | 18 |
|
|
2020
Q4 | $5.45M | Buy |
77,913
+1,768
| +2% | +$104K | 1.67% | 20 |
|
|
2020
Q3 | $3.95M | Buy |
76,145
+10,889
| +17% | +$664K | 1.44% | 26 |
|
|
2020
Q2 | $4.69M | Sell |
65,256
-2,055
| -3% | -$145K | 1.76% | 19 |
|
|
2020
Q1 | $3.61M | Buy |
67,311
+22,989
| +52% | +$1.87M | 1.6% | 22 |
|
|
2019
Q4 | $4.94M | Sell |
44,322
-1,427
| -3% | -$160K | 1.75% | 18 |
|
|
2019
Q3 | $4.68M | Buy |
45,749
+382
| +0.8% | +$38.3K | 1.8% | 18 |
|
|
2019
Q2 | $4.24M | Buy |
45,367
+5,667
| +14% | +$508K | 1.73% | 19 |
|
|
2019
Q1 | $3.78M | Buy |
39,700
+8,214
| +26% | +$781K | 1.65% | 22 |
|
|
2018
Q4 | $2.71M | Buy |
31,486
+29,038
| +1,186% | +$2.84M | 1.3% | 29 |
|
|
2018
Q3 | $276K | Buy |
2,448
+472
| +24% | +$54.6K | 0.12% | 123 |
|
|
2018
Q2 | $222K | Buy |
+1,976
| New | +$222K | 0.1% | 134 |
|
|
2016
Q1 | – | Sell |
-3,044
| Closed | -$249K | – | 77 |
|
|
2015
Q4 | $249K | Sell |
3,044
-699
| -19% | -$60.3K | 0.2% | 70 |
|
|
2015
Q3 | $287K | Buy |
+3,743
| New | +$297K | 0.25% | 70 |
|
Other funds holding PSX
VCM
VPM
EIM
Stockman Wealth Management's PSX Position: Q1 2026 in Review
Stockman Wealth Management increased its Phillips 66 (PSX) stake by 3.9% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,845 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #104.
Stockman Wealth Management first reported a position in PSX in Q3 2015 and has held it in 34 quarters since. The position peaked at $7.51M in Q4 2021. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Stockman Wealth Management held 2,845 shares of Phillips 66 worth $518K as of Q1 2026.
- Stockman Wealth Management bought 107 Phillips 66 shares in Q1 2026, an estimated $16.8K.
- Phillips 66 made up 0.06% of Stockman Wealth Management's portfolio in Q1 2026, its #104 holding.
- Stockman Wealth Management first reported a position in Phillips 66 in Q3 2015 and has held it in 34 quarters since.
- Stockman Wealth Management's Phillips 66 position peaked at $7.51M in Q4 2021.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.