Tiemann Investment 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 | $194K | Buy |
+1,067
| New | +$167K | 0.08% | 195 |
|
|
2024
Q3 | – | Sell |
-1,375
| Closed | -$194K | – | 203 |
|
|
2024
Q2 | $194K | Sell |
1,375
-255
| -16% | -$37.7K | 0.09% | 191 |
|
|
2024
Q1 | $266K | Hold |
1,630
| – | – | 0.12% | 154 |
|
|
2023
Q4 | $217K | Buy |
+1,630
| New | +$195K | 0.11% | 175 |
|
|
2020
Q3 | – | Sell |
-3,551
| Closed | -$255K | – | 186 |
|
|
2020
Q2 | $255K | Sell |
3,551
-41
| -1% | -$2.9K | 0.17% | 137 |
|
|
2020
Q1 | $193K | Sell |
3,592
-233
| -6% | -$19K | 0.17% | 148 |
|
|
2019
Q4 | $426K | Sell |
3,825
-112
| -3% | -$12.6K | 0.29% | 93 |
|
|
2019
Q3 | $403K | Hold |
3,937
| – | – | 0.29% | 97 |
|
|
2019
Q2 | $368K | Hold |
3,937
| – | – | 0.27% | 109 |
|
|
2019
Q1 | $375K | Hold |
3,937
| – | – | 0.29% | 98 |
|
|
2018
Q4 | $339K | Hold |
3,937
| – | – | 0.3% | 98 |
|
|
2018
Q3 | $444K | Hold |
3,937
| – | – | 0.34% | 85 |
|
|
2018
Q2 | $442K | Sell |
3,937
-95
| -2% | -$10.7K | 0.35% | 84 |
|
|
2018
Q1 | $387K | Buy |
4,032
+250
| +7% | +$24.3K | 0.31% | 97 |
|
|
2017
Q4 | $383K | Sell |
3,782
-50
| -1% | -$4.75K | 0.31% | 97 |
|
|
2017
Q3 | $351K | Hold |
3,832
| – | – | 0.3% | 106 |
|
|
2017
Q2 | $317K | Hold |
3,832
| – | – | 0.28% | 109 |
|
|
2017
Q1 | $304K | Sell |
3,832
-37
| -1% | -$2.98K | 0.28% | 110 |
|
|
2016
Q4 | $334K | Hold |
3,869
| – | – | 0.33% | 94 |
|
|
2016
Q3 | $312K | Hold |
3,869
| – | – | 0.29% | 113 |
|
|
2016
Q2 | $307K | Sell |
3,869
-680
| -15% | -$55.5K | 0.29% | 111 |
|
|
2016
Q1 | $394K | Buy |
4,549
+450
| +11% | +$36.6K | 0.39% | 77 |
|
|
2015
Q4 | $335K | Buy |
4,099
+30
| +0.7% | +$2.59K | 0.34% | 90 |
|
|
2015
Q3 | $313K | Sell |
4,069
-200
| -5% | -$15.9K | 0.34% | 95 |
|
|
2015
Q2 | $344K | Buy |
4,269
+325
| +8% | +$25.8K | 0.35% | 92 |
|
|
2015
Q1 | $310K | Sell |
3,944
-516
| -12% | -$37.9K | 0.32% | 98 |
|
|
2014
Q4 | $320K | Sell |
4,460
-200
| -4% | -$14.8K | 0.34% | 96 |
|
|
2014
Q3 | $379K | Sell |
4,660
-9
| -0.2% | -$749 | 0.42% | 79 |
|
|
2014
Q2 | $376K | Buy |
4,669
+50
| +1% | +$4.12K | 0.42% | 83 |
|
|
2014
Q1 | $356K | Hold |
4,619
| – | – | 0.4% | 88 |
|
|
2013
Q4 | $356K | Buy |
+4,619
| New | +$308K | 0.42% | 81 |
|
Other funds holding PSX
VCM
VPM
EIM
Tiemann Investment Advisors's PSX Position: Q1 2026 in Review
Tiemann Investment Advisors opened a new position in Phillips 66 (PSX) in Q1 2026: 1,067 shares worth $194K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings. This is a return to the name: Tiemann Investment Advisors previously reported a position in PSX as recently as Q2 2024.
Tiemann Investment Advisors first reported a position in PSX in Q4 2013 and has held it in 31 quarters since. The position peaked at $444K in Q3 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Tiemann Investment Advisors held 1,067 shares of Phillips 66 worth $194K as of Q1 2026.
- Phillips 66 was a new Tiemann Investment Advisors position in Q1 2026.
- Phillips 66 made up 0.08% of Tiemann Investment Advisors's portfolio in Q1 2026, its #195 holding.
- Tiemann Investment Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 31 quarters since.
- Tiemann Investment Advisors's Phillips 66 position peaked at $444K in Q3 2018.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.