Tortoise Capital 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
Q2 | $13.4M | Sell |
79,224
-1,519
| -2% | -$261K | 0.14% | 61 |
|
|
2026
Q1 | $14.7M | Sell |
80,743
-28,841
| -26% | -$4.52M | 0.15% | 45 |
|
|
2025
Q4 | $14.1M | Sell |
109,584
-6,119
| -5% | -$824K | 0.18% | 41 |
|
|
2025
Q3 | $15.7M | Sell |
115,703
-3,467
| -3% | -$444K | 0.2% | 39 |
|
|
2025
Q2 | $14.2M | Sell |
119,170
-5,449
| -4% | -$610K | 0.19% | 39 |
|
|
2025
Q1 | $15.4M | Buy |
124,619
+57,366
| +85% | +$7.07M | 0.19% | 35 |
|
|
2024
Q4 | $7.66M | Sell |
67,253
-4,030
| -6% | -$513K | 0.1% | 40 |
|
|
2024
Q3 | $9.37M | Hold |
71,283
| – | – | 0.12% | 57 |
|
|
2024
Q2 | $10.1M | Hold |
71,283
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $11.6M | Hold |
71,283
| – | – | 0.16% | 53 |
|
|
2023
Q4 | $9.49M | Hold |
71,283
| – | – | 0.15% | 55 |
|
|
2023
Q3 | $8.56M | Sell |
71,283
-4,344
| -6% | -$488K | 0.13% | 54 |
|
|
2023
Q2 | $7.21M | Sell |
75,627
-10,053
| -12% | -$977K | 0.11% | 58 |
|
|
2023
Q1 | $8.69M | Hold |
85,680
| – | – | 0.13% | 58 |
|
|
2022
Q4 | $8.92M | Hold |
85,680
| – | – | 0.13% | 60 |
|
|
2022
Q3 | $6.92M | Hold |
85,680
| – | – | 0.11% | 60 |
|
|
2022
Q2 | $7.03M | Sell |
85,680
-8,434
| -9% | -$780K | 0.11% | 61 |
|
|
2022
Q1 | $8.13M | Buy |
+94,114
| New | +$7.92M | 0.11% | 58 |
|
|
2021
Q3 | – | Sell |
-73,010
| Closed | -$6.27M | – | 165 |
|
|
2021
Q2 | $6.27M | Buy |
+73,010
| New | +$6.16M | 0.1% | 52 |
|
|
2020
Q3 | – | Sell |
-3,142
| Closed | -$226K | – | 112 |
|
|
2020
Q2 | $226K | Sell |
3,142
-315
| -9% | -$22.3K | ﹤0.01% | 89 |
|
|
2020
Q1 | $185K | Sell |
3,457
-4,128
| -54% | -$336K | ﹤0.01% | 108 |
|
|
2019
Q4 | $845K | Sell |
7,585
-5,588
| -42% | -$628K | 0.01% | 83 |
|
|
2019
Q3 | $1.35M | Buy |
+13,173
| New | +$1.32M | 0.01% | 82 |
|
|
2018
Q2 | – | Sell |
-11,711
| Closed | -$1.12M | – | 185 |
|
|
2018
Q1 | $1.12M | Buy |
11,711
+758
| +7% | +$73.8K | 0.01% | 75 |
|
|
2017
Q4 | $1.11M | Sell |
10,953
-5,262
| -32% | -$500K | 0.01% | 88 |
|
|
2017
Q3 | $1.49M | Sell |
16,215
-874
| -5% | -$74K | 0.01% | 78 |
|
|
2017
Q2 | $1.41M | Sell |
17,089
-3,658
| -18% | -$287K | 0.01% | 82 |
|
|
2017
Q1 | $1.64M | Buy |
20,747
+6,480
| +45% | +$522K | 0.01% | 78 |
|
|
2016
Q4 | $1.23M | Buy |
14,267
+1,970
| +16% | +$164K | 0.01% | 77 |
|
|
2016
Q3 | $991K | Sell |
12,297
-3,142
| -20% | -$244K | 0.01% | 73 |
|
|
2016
Q2 | $1.23M | Sell |
15,439
-1,940
| -11% | -$158K | 0.01% | 75 |
|
|
2016
Q1 | $1.5M | Sell |
17,379
-1,426
| -8% | -$116K | 0.01% | 72 |
|
|
2015
Q4 | $1.54M | Buy |
18,805
+3,373
| +22% | +$291K | 0.01% | 79 |
|
|
2015
Q3 | $1.19M | Sell |
15,432
-14,195
| -48% | -$1.13M | 0.01% | 87 |
|
|
2015
Q2 | $2.39M | Sell |
29,627
-137
| -0.5% | -$10.9K | 0.01% | 87 |
|
|
2015
Q1 | $2.34M | Buy |
29,764
+3,064
| +11% | +$225K | 0.01% | 83 |
|
|
2014
Q4 | $1.91M | Buy |
26,700
+13,357
| +100% | +$985K | 0.01% | 84 |
|
|
2014
Q3 | $1.08M | Buy |
13,343
+4,641
| +53% | +$386K | 0.01% | 98 |
|
|
2014
Q2 | $700K | Buy |
8,702
+6,192
| +247% | +$510K | ﹤0.01% | 97 |
|
|
2014
Q1 | $193K | Buy |
2,510
+312
| +14% | +$23.8K | ﹤0.01% | 93 |
|
|
2013
Q4 | $170K | Buy |
+2,198
| New | +$147K | ﹤0.01% | 92 |
|
|
2013
Q3 | – | Sell |
-47
| Closed | -$3K | – | 111 |
|
|
2013
Q2 | $3K | Buy |
+47
| New | +$2.95K | ﹤0.01% | 98 |
|
Other funds holding PSX
EIM
Tortoise Capital Advisors's PSX Position: Q2 2026 in Review
Tortoise Capital Advisors reduced its Phillips 66 (PSX) stake by 1.9% in Q2 2026, selling an estimated $261K and leaving 79,224 shares worth $13.4M. The position accounts for 0.14% of the portfolio, ranked #61.
Tortoise Capital Advisors first reported a position in PSX in Q2 2013 and has held it in 42 quarters since. The position peaked at $15.7M in Q3 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Tortoise Capital Advisors held 79,224 shares of Phillips 66 worth $13.4M as of Q2 2026.
- Tortoise Capital Advisors sold 1,519 Phillips 66 shares in Q2 2026, an estimated $261K.
- Phillips 66 made up 0.14% of Tortoise Capital Advisors's portfolio in Q2 2026, its #61 holding.
- Tortoise Capital Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 42 quarters since.
- Tortoise Capital Advisors's Phillips 66 position peaked at $15.7M in Q3 2025.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.