Jeremy Grantham's PSX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 33,887 shares of Phillips 66 (PSX) worth $5.73 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in PSX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 231,928 shares. Largest reduction occurred in Q2 2021, reducing 310,499 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +28,098 | Add 485.37% | 33,887 | $169.05 |
| Q1 2026 | +5,789 | New Buy | 5,789 | $182.18 |
| Q2 2024 | -21,743 | Sold Out | 0 | $0.00 |
| Q1 2024 | -147,863 | Reduce 87.18% | 21,743 | $163.34 |
| Q4 2023 | -12,859 | Reduce 7.05% | 169,606 | $133.14 |
| Q3 2023 | +117,275 | Add 179.90% | 182,465 | $120.15 |
| Q2 2023 | +42,391 | Add 185.93% | 65,190 | $95.38 |
| Q1 2023 | -19,100 | Reduce 45.59% | 22,799 | $101.38 |
| Q4 2022 | -4,100 | Reduce 8.91% | 41,899 | $104.08 |
| Q3 2022 | -8,600 | Reduce 15.75% | 45,999 | $80.72 |
| Q2 2022 | +2,483 | Add 4.76% | 54,599 | $82.00 |
| Q1 2022 | +52,116 | New Buy | 52,116 | $86.38 |
| Q3 2021 | -121,351 | Sold Out | 0 | $0.00 |
| Q2 2021 | -310,499 | Reduce 71.90% | 121,351 | $85.82 |
| Q1 2021 | +144,594 | Add 50.34% | 431,850 | $81.54 |
| Q4 2020 | +231,928 | Add 419.19% | 287,256 | $69.94 |
| Q3 2020 | +497 | Add 0.91% | 55,328 | $51.84 |
| Q2 2020 | -7,342 | Reduce 11.81% | 54,831 | $71.89 |
| Q1 2020 | +20,200 | Add 48.13% | 62,173 | $53.66 |
| Q4 2019 | -1,083 | Reduce 2.52% | 41,973 | $111.40 |
| Q3 2019 | -72,416 | Reduce 62.71% | 43,056 | $102.40 |
| Q2 2019 | -88,932 | Reduce 43.51% | 115,472 | $93.54 |
| Q1 2019 | -1,200 | Reduce 0.58% | 204,404 | $95.17 |
| Q4 2018 | +49,900 | Add 32.05% | 205,604 | $86.15 |
| Q2 2018 | -87,496 | Reduce 35.98% | 155,704 | $112.31 |
| Q1 2018 | +174,000 | Add 251.45% | 243,200 | $95.92 |
| Q4 2017 | +66,000 | Add 2062.50% | 69,200 | $101.16 |
| Q2 2017 | -1,300 | Reduce 28.89% | 3,200 | $82.81 |
| Q1 2017 | -3,400 | Reduce 43.04% | 4,500 | $79.11 |
| Q4 2016 | -700 | Reduce 8.14% | 7,900 | $86.46 |
| Q3 2016 | -51,400 | Reduce 85.67% | 8,600 | $80.58 |
| Q2 2016 | +28,800 | Add 92.31% | 60,000 | $79.33 |
| Q1 2016 | +31,200 | New Buy | 31,200 | $86.60 |
| Q3 2014 | -46,542 | Sold Out | 0 | $0.00 |
| Q2 2014 | -62,842 | Reduce 57.45% | 46,542 | $80.42 |
| Q1 2014 | -165,651 | Reduce 60.23% | 109,384 | $77.06 |
| Q4 2013 | -135,712 | Reduce 33.04% | 275,035 | $77.13 |
| Q3 2013 | -143,854 | Reduce 25.94% | 410,747 | $57.82 |
| Q2 2013 | +554,601 | Add 0.00% | 554,601 | $58.91 |
Jeremy Grantham's Phillips 66 Investment FAQs
Jeremy Grantham first purchased Phillips 66 (PSX) in Q2 2013, acquiring 554,601 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Phillips 66 (PSX) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to Phillips 66 (PSX) was in Q2 2013, adding 554,601 shares worth $32.67 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 33,887 shares of Phillips 66 (PSX), valued at approximately $5.73 M.
As of the Q2 2026 filing, Phillips 66 (PSX) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Phillips 66 (PSX) was 554,601 shares, as reported at the end of Q2 2013.