Stack Financial Management, Inc / PSX
Stack Financial Management, Inc’s Phillips 66 Position
Does Stack Financial Management, Inc own Phillips 66 (PSX)? Yes — 217.3K shares worth $40M (+2.91% of its 13F portfolio) as of Q1 2026, down from 217.5K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
217.3K
% of Portfolio
+2.91%
Quarters Held
21
currently held
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 217.3K | $40M | +2.91% |
| Q4 2025 | 217.5K | $28M | +2.14% |
| Q3 2025 | 219.3K | $30M | +2.48% |
| Q2 2025 | 221.9K | $26M | +2.34% |
| Q1 2025 | 224.1K | $28M | +2.31% |
| Q4 2024 | 225.4K | $26M | +2.35% |
| Q3 2024 | 226.6K | $30M | +2.67% |
| Q2 2024 | 225.6K | $32M | +2.95% |
| Q1 2024 | 225.9K | $37M | +3.39% |
| Q4 2023 | 225.6K | $30M | +3.39% |
| Q3 2023 | 229.3K | $28M | +3.21% |
| Q2 2023 | 229.8K | $22M | +2.45% |
| Q1 2023 | 229.3K | $23M | +2.83% |
| Q4 2022 | 225.4K | $23M | +2.36% |
| Q3 2022 | 224.8K | $18M | +1.90% |
| Q2 2022 | 222.3K | $18M | +1.81% |
| Q1 2022 | 224.7K | $19M | +1.56% |
| Q4 2021 | 215.4K | $16M | +1.35% |
| Q3 2021 | 221.0K | $15M | +1.48% |
| Q2 2021 | 218.9K | $19M | +1.61% |
| Q1 2021 | 217.1K | $18M | +1.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stack Financial Management, Inc’s full portfolio or all institutional holders of PSX.