Richard C. Young & Co., Ltd. / PSX
Richard C. Young & Co., Ltd.’s Phillips 66 Position
Does Richard C. Young & Co., Ltd. own Phillips 66 (PSX)? Yes — 108.2K shares worth $20M (+1.65% of its 13F portfolio) as of Q1 2026, up from 93.7K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
108.2K
% of Portfolio
+1.65%
Quarters Held
29
currently held
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 108.2K | $20M | +1.65% |
| Q4 2025 | 93.7K | $12M | +1.08% |
| Q3 2025 | 95.5K | $13M | +1.21% |
| Q2 2025 | 98.2K | $12M | +1.16% |
| Q1 2025 | 98.1K | $12M | +1.30% |
| Q4 2024 | 103.7K | $12M | +1.29% |
| Q3 2024 | 109.4K | $14M | +1.57% |
| Q2 2024 | 108.4K | $15M | +1.86% |
| Q1 2024 | 106.5K | $17M | +2.18% |
| Q4 2023 | 107.2K | $14M | +1.91% |
| Q3 2023 | 103.9K | $12M | +1.78% |
| Q2 2023 | 103.2K | $10M | +1.35% |
| Q1 2023 | 100.4K | $10M | +1.40% |
| Q4 2022 | 100.5K | $10M | +1.39% |
| Q3 2022 | 100.4K | $8M | +1.24% |
| Q2 2022 | 99.8K | $8M | +1.06% |
| Q1 2022 | 97.7K | $8M | +1.08% |
| Q4 2021 | 93.9K | $7M | +0.86% |
| Q3 2021 | 90.3K | $6M | +0.87% |
| Q2 2021 | 88.1K | $8M | +0.96% |
| Q1 2021 | 81.7K | $7M | +0.88% |
| Q4 2020 | 74.2K | $5M | +0.79% |
| Q3 2020 | 66.4K | $3M | +0.56% |
| Q2 2020 | 51.8K | $4M | +0.62% |
| Q1 2020 | 46.0K | $2M | +0.48% |
| Q4 2019 | 63.2K | $7M | +1.17% |
| Q3 2019 | 57.7K | $6M | +1.06% |
| Q2 2019 | 54.3K | $5M | +0.96% |
| Q1 2019 | 50.5K | $5M | +0.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard C. Young & Co., Ltd.’s full portfolio or all institutional holders of PSX.