Twin 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 | $3.08M | Buy |
16,886
+23
| +0.1% | +$3.6K | 0.4% | 66 |
|
|
2025
Q4 | $2.18M | Buy |
+16,863
| New | +$2.27M | 0.27% | 95 |
|
|
2024
Q3 | – | Sell |
-5,225
| Closed | -$738K | – | 303 |
|
|
2024
Q2 | $738K | Sell |
5,225
-3,620
| -41% | -$536K | 0.09% | 198 |
|
|
2024
Q1 | $1.44M | Buy |
8,845
+45
| +0.5% | +$6.49K | 0.18% | 143 |
|
|
2023
Q4 | $1.17M | Sell |
8,800
-4,600
| -34% | -$550K | 0.15% | 160 |
|
|
2023
Q3 | $1.61M | Buy |
13,400
+4,294
| +47% | +$482K | 0.23% | 128 |
|
|
2023
Q2 | $869K | Sell |
9,106
-329
| -3% | -$32K | 0.11% | 183 |
|
|
2023
Q1 | $957K | Buy |
+9,435
| New | +$959K | 0.13% | 177 |
|
|
2020
Q4 | – | Sell |
-11,208
| Closed | -$581K | – | 306 |
|
|
2020
Q3 | $581K | Buy |
11,208
+30
| +0.3% | +$1.83K | 0.05% | 245 |
|
|
2020
Q2 | $804K | Sell |
11,178
-910
| -8% | -$64.4K | 0.08% | 214 |
|
|
2020
Q1 | $649K | Sell |
12,088
-420
| -3% | -$34.2K | 0.07% | 220 |
|
|
2019
Q4 | $1.39M | Sell |
12,508
-7,250
| -37% | -$814K | 0.12% | 198 |
|
|
2019
Q3 | $2.02M | Sell |
19,758
-3,662
| -16% | -$367K | 0.15% | 176 |
|
|
2019
Q2 | $2.19M | Sell |
23,420
-2,680
| -10% | -$240K | 0.15% | 169 |
|
|
2019
Q1 | $2.48M | Buy |
26,100
+90
| +0.3% | +$8.55K | 0.12% | 202 |
|
|
2018
Q4 | $2.24M | Sell |
26,010
-10
| -0% | -$977 | 0.13% | 195 |
|
|
2018
Q3 | $2.93M | Buy |
+26,020
| New | +$3.01M | 0.13% | 188 |
|
|
2017
Q2 | – | Sell |
-30,911
| Closed | -$2.45M | – | 341 |
|
|
2017
Q1 | $2.45M | Buy |
30,911
+11,826
| +62% | +$953K | 0.15% | 198 |
|
|
2016
Q4 | $1.65M | Sell |
19,085
-1,810
| -9% | -$150K | 0.11% | 244 |
|
|
2016
Q3 | $1.68M | Sell |
20,895
-1,560
| -7% | -$121K | 0.11% | 236 |
|
|
2016
Q2 | $1.78M | Sell |
22,455
-9,600
| -30% | -$784K | 0.13% | 186 |
|
|
2016
Q1 | $2.78M | Buy |
32,055
+2,200
| +7% | +$179K | 0.22% | 140 |
|
|
2015
Q4 | $2.44M | Buy |
29,855
+23,790
| +392% | +$2.05M | 0.2% | 146 |
|
|
2015
Q3 | $466K | Hold |
6,065
| – | – | 0.04% | 234 |
|
|
2015
Q2 | $489K | Hold |
6,065
| – | – | 0.04% | 219 |
|
|
2015
Q1 | $477K | Buy |
6,065
+1,300
| +27% | +$95.4K | 0.04% | 222 |
|
|
2014
Q4 | $342K | Buy |
4,765
+1,500
| +46% | +$111K | 0.03% | 247 |
|
|
2014
Q3 | $265K | Sell |
3,265
-9,690
| -75% | -$807K | 0.03% | 280 |
|
|
2014
Q2 | $1.04M | Buy |
12,955
+9,690
| +297% | +$798K | 0.1% | 201 |
|
|
2014
Q1 | $252K | Buy |
+3,265
| New | +$249K | 0.03% | 283 |
|
|
2013
Q4 | – | Sell |
-29,515
| Closed | -$1.71M | – | 320 |
|
|
2013
Q3 | $1.71M | Sell |
29,515
-29,622
| -50% | -$1.72M | 0.18% | 165 |
|
|
2013
Q2 | $3.48M | Buy |
+59,137
| New | +$3.72M | 0.37% | 68 |
|
Other funds holding PSX
VCM
VPM
EIM
Twin Capital Management's PSX Position: Q1 2026 in Review
Twin Capital Management increased its Phillips 66 (PSX) stake by 0.14% in Q1 2026, buying an estimated $3.6K and bringing the position to 16,886 shares worth $3.08M. The position accounts for 0.4% of the portfolio, ranked #66.
Twin Capital Management first reported a position in PSX in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.48M in Q2 2013. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Twin Capital Management held 16,886 shares of Phillips 66 worth $3.08M as of Q1 2026.
- Twin Capital Management bought 23 Phillips 66 shares in Q1 2026, an estimated $3.6K.
- Phillips 66 made up 0.4% of Twin Capital Management's portfolio in Q1 2026, its #66 holding.
- Twin Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 32 quarters since.
- Twin Capital Management's Phillips 66 position peaked at $3.48M in Q2 2013.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.