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Jeremy Grantham’s PSX Holdings & Trades

First Buy
Q2 2013
Duration Held
40 Quarters
Largest Add
Q2 2013
+554,601 Shares
Current Position
5,789 Shares
$1.05 M Value

Jeremy Grantham's PSX Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5,789 shares of Phillips 66 (PSX) worth $1.05 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in PSX, demonstrating sustained confidence in this investment. 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
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 40 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 Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,789 shares of Phillips 66 (PSX), valued at approximately $1.05 M.

As of the Q1 2026 filing, Phillips 66 (PSX) represents approximately 0.00% 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.