Wilmington Savings Fund Society’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
$2.9M Buy
17,162
+25
+0.1% +$4.3K 0.06% 204
2026
Q1
$3.12M Sell
17,137
-300
-2% -$47K 0.07% 184
2025
Q4
$2.25M Hold
17,437
0.05% 216
2025
Q3
$2.37M Sell
17,437
-19,465
-53% -$2.49M 0.06% 213
2025
Q2
$4.4M Buy
36,902
+1,856
+5% +$208K 0.08% 191
2025
Q1
$4.33M Buy
35,046
+131
+0.4% +$16.1K 0.08% 190
2024
Q4
$3.98M Buy
34,915
+1,057
+3% +$134K 0.07% 202
2024
Q3
$4.45M Sell
33,858
-31,119
-48% -$4.2M 0.08% 195
2024
Q2
$9.17M Hold
64,977
0.35% 74
2024
Q1
$10.6M Buy
+64,977
New +$9.36M 0.41% 67
2023
Q3
$7.95M Sell
66,140
-3,262
-5% -$366K 0.35% 80
2023
Q2
$6.62M Sell
69,402
-1,834
-3% -$178K 0.28% 92
2023
Q1
$7.22M Sell
71,236
-2,824
-4% -$287K 0.32% 84
2022
Q4
$7.71M Sell
74,060
-2,910
-4% -$298K 0.35% 76
2022
Q3
$6.21M Buy
76,970
+2,300
+3% +$196K 0.3% 87
2022
Q2
$6.12M Sell
74,670
-366
-0.5% -$33.9K 0.28% 95
2022
Q1
$6.48M Sell
75,036
-2,305
-3% -$194K 0.25% 98
2021
Q4
$5.6M Buy
77,341
+1,852
+2% +$140K 0.2% 110
2021
Q3
$5.29M Hold
75,489
0.2% 108
2021
Q2
$6.48M Sell
75,489
-394
-0.5% -$33.3K 0.25% 102
2021
Q1
$6.19M Sell
75,883
-7,992
-10% -$627K 0.25% 103
2020
Q4
$5.87M Sell
83,875
-1,843
-2% -$108K 0.25% 98
2020
Q3
$4.44M Buy
85,718
+182
+0.2% +$11.1K 0.21% 110
2020
Q2
$6.15M Sell
85,536
-3,273
-4% -$232K 0.3% 87
2020
Q1
$4.76M Buy
88,809
+82,970
+1,421% +$6.75M 0.28% 99
2019
Q4
$651K Buy
5,839
+760
+15% +$85.4K 0.03% 229
2019
Q3
$520K Sell
5,079
-163
-3% -$16.3K 0.03% 242
2019
Q2
$490K Sell
5,242
-387
-7% -$34.7K 0.03% 257
2019
Q1
$536K Sell
5,629
-448
-7% -$42.6K 0.03% 243
2018
Q4
$523K Sell
6,077
-535
-8% -$52.3K 0.03% 238
2018
Q3
$746K Sell
6,612
-106
-2% -$12.3K 0.04% 217
2018
Q2
$755K Buy
6,718
+571
+9% +$64.2K 0.04% 220
2018
Q1
$590K Buy
6,147
+275
+5% +$26.8K 0.03% 238
2017
Q4
$594K Sell
5,872
-65
-1% -$6.18K 0.03% 237
2017
Q3
$544K Sell
5,937
-210
-3% -$17.8K 0.03% 241
2017
Q2
$508K Sell
6,147
-50
-0.8% -$3.92K 0.03% 244
2017
Q1
$491K Sell
6,197
-184
-3% -$14.8K 0.03% 238
2016
Q4
$551K Sell
6,381
-26
-0.4% -$2.16K 0.03% 229
2016
Q3
$517K Sell
6,407
-25
-0.4% -$1.94K 0.03% 233
2016
Q2
$510K Buy
6,432
+104
+2% +$8.49K 0.03% 237
2016
Q1
$548K Sell
6,328
-716
-10% -$58.2K 0.04% 235
2015
Q4
$577K Sell
7,044
-20
-0.3% -$1.73K 0.04% 236
2015
Q3
$543K Sell
7,064
-209
-3% -$16.6K 0.03% 236
2015
Q2
$586K Buy
7,273
+683
+10% +$54.3K 0.03% 240
2015
Q1
$518K Sell
6,590
-1,731
-21% -$127K 0.03% 246
2014
Q4
$597K Sell
8,321
-16,171
-66% -$1.19M 0.03% 243
2014
Q3
$1.99M Sell
24,492
-433
-2% -$36K 0.11% 181
2014
Q2
$2M Sell
24,925
-252
-1% -$20.8K 0.11% 187
2014
Q1
$1.94M Sell
25,177
-423
-2% -$32.2K 0.11% 189
2013
Q4
$1.97M Buy
25,600
+91
+0.4% +$6.07K 0.11% 187
2013
Q3
$1.48M Buy
25,509
+3
+0% +$174 0.09% 205
2013
Q2
$1.5M Buy
+25,506
New +$1.6M 0.1% 207

Other funds holding PSX

Wilmington Savings Fund Society's PSX Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Phillips 66 (PSX) stake by 0.15% in Q2 2026, buying an estimated $4.3K and bringing the position to 17,162 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #204.

Wilmington Savings Fund Society first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wilmington Savings Fund Society held 17,162 shares of Phillips 66 worth $2.9M as of Q2 2026.
  • Wilmington Savings Fund Society bought 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.06% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #204 holding.
  • Wilmington Savings Fund Society first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's Phillips 66 position peaked at $10.6M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.