Whitener 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
Q2 | $1M | Hold |
5,934
| – | – | 0.21% | 91 |
|
|
2026
Q1 | $1.08M | Buy |
5,934
+90
| +2% | +$14.1K | 0.25% | 76 |
|
|
2025
Q4 | $754K | Buy |
5,844
+250
| +4% | +$33.6K | 0.17% | 93 |
|
|
2025
Q3 | $761K | Buy |
5,594
+60
| +1% | +$7.69K | 0.18% | 89 |
|
|
2025
Q2 | $660K | Buy |
5,534
+186
| +3% | +$20.8K | 0.17% | 92 |
|
|
2025
Q1 | $660K | Hold |
5,348
| – | – | 0.19% | 89 |
|
|
2024
Q4 | $609K | Sell |
5,348
-71
| -1% | -$9.03K | 0.17% | 94 |
|
|
2024
Q3 | $712K | Buy |
5,419
+300
| +6% | +$40.5K | 0.2% | 86 |
|
|
2024
Q2 | $723K | Buy |
5,119
+110
| +2% | +$16.3K | 0.22% | 81 |
|
|
2024
Q1 | $818K | Sell |
5,009
-190
| -4% | -$27.4K | 0.27% | 74 |
|
|
2023
Q4 | $692K | Buy |
5,199
+200
| +4% | +$23.9K | 0.25% | 76 |
|
|
2023
Q3 | $601K | Buy |
4,999
+2
| +0% | +$224 | 0.24% | 76 |
|
|
2023
Q2 | $477K | Sell |
4,997
-78
| -2% | -$7.58K | 0.18% | 92 |
|
|
2023
Q1 | $515K | Buy |
5,075
+49
| +1% | +$4.98K | 0.22% | 85 |
|
|
2022
Q4 | $523K | Buy |
5,026
+103
| +2% | +$10.5K | 0.23% | 81 |
|
|
2022
Q3 | $397K | Buy |
4,923
+3
| +0.1% | +$256 | 0.19% | 91 |
|
|
2022
Q2 | $403K | Buy |
4,920
+310
| +7% | +$28.7K | 0.18% | 92 |
|
|
2022
Q1 | $398K | Buy |
4,610
+3
| +0.1% | +$252 | 0.15% | 105 |
|
|
2021
Q4 | $333K | Buy |
4,607
+837
| +22% | +$63.3K | 0.12% | 116 |
|
|
2021
Q3 | $263K | Sell |
3,770
-8
| -0.2% | -$579 | 0.12% | 116 |
|
|
2021
Q2 | $324K | Buy |
3,778
+4
| +0.1% | +$338 | 0.13% | 116 |
|
|
2021
Q1 | $307K | Buy |
3,774
+4
| +0.1% | +$314 | 0.13% | 113 |
|
|
2020
Q4 | $263K | Buy |
+3,770
| New | +$221K | 0.12% | 117 |
|
|
2020
Q3 | – | Sell |
-3,458
| Closed | -$248K | – | 131 |
|
|
2020
Q2 | $248K | Buy |
+3,458
| New | +$245K | 0.13% | 110 |
|
|
2020
Q1 | – | Sell |
-3,099
| Closed | -$345K | – | 131 |
|
|
2019
Q4 | $345K | Sell |
3,099
-38
| -1% | -$4.27K | 0.18% | 100 |
|
|
2019
Q3 | $321K | Buy |
3,137
+77
| +3% | +$7.72K | 0.18% | 101 |
|
|
2019
Q2 | $286K | Buy |
3,060
+1,003
| +49% | +$90K | 0.16% | 105 |
|
|
2019
Q1 | $195K | Sell |
2,057
-998
| -33% | -$94.9K | 0.13% | 121 |
|
|
2018
Q4 | $263K | Buy |
3,055
+1,002
| +49% | +$97.9K | 0.19% | 103 |
|
|
2018
Q3 | $231K | Sell |
2,053
-13
| -0.6% | -$1.5K | 0.15% | 114 |
|
|
2018
Q2 | $232K | Buy |
2,066
+1
| +0% | +$112 | 0.18% | 111 |
|
|
2018
Q1 | $198K | Buy |
2,065
+421
| +26% | +$41K | 0.15% | 117 |
|
|
2017
Q4 | $166K | Buy |
+1,644
| New | +$156K | 0.14% | 120 |
|
Other funds holding PSX
EIM
Whitener Capital Management's PSX Position: Q2 2026 in Review
Whitener Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 5,934 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #91.
Whitener Capital Management first reported a position in PSX in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.08M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Whitener Capital Management held 5,934 shares of Phillips 66 worth $1M as of Q2 2026.
- Whitener Capital Management left its Phillips 66 share count unchanged in Q2 2026.
- Phillips 66 made up 0.21% of Whitener Capital Management's portfolio in Q2 2026, its #91 holding.
- Whitener Capital Management first reported a position in Phillips 66 in Q4 2017 and has held it in 33 quarters since.
- Whitener Capital Management's Phillips 66 position peaked at $1.08M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.