Joel Greenblatt's PSX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 74,557 shares of Phillips 66 (PSX) worth $9.62 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in PSX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 384,100 shares. Largest reduction occurred in Q3 2019, reducing 363,291 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -118 | Reduce 0.16% | 74,557 | $129.04 |
| Q3 2025 | -47,395 | Reduce 38.83% | 74,675 | $136.02 |
| Q2 2025 | +70,757 | Add 137.89% | 122,070 | $119.30 |
| Q1 2025 | -100,217 | Reduce 66.14% | 51,313 | $123.48 |
| Q4 2024 | +22,412 | Add 17.36% | 151,530 | $113.93 |
| Q3 2024 | +85,069 | Add 193.12% | 129,118 | $131.45 |
| Q2 2024 | +1,856 | Add 4.40% | 44,049 | $141.17 |
| Q1 2024 | +10,632 | Add 33.69% | 42,193 | $163.34 |
| Q4 2023 | -7,957 | Reduce 20.14% | 31,561 | $133.14 |
| Q3 2023 | -1,177 | Reduce 2.89% | 39,518 | $120.15 |
| Q2 2023 | +11,361 | Add 38.73% | 40,695 | $95.38 |
| Q1 2023 | +7,589 | Add 34.90% | 29,334 | $101.38 |
| Q4 2022 | -5,124 | Reduce 19.07% | 21,745 | $104.08 |
| Q3 2022 | -3,272 | Reduce 10.86% | 26,869 | $80.72 |
| Q2 2022 | -3,216 | Reduce 9.64% | 30,141 | $81.98 |
| Q1 2022 | +10,349 | Add 44.98% | 33,357 | $86.40 |
| Q4 2021 | +19,246 | Add 511.59% | 23,008 | $72.45 |
| Q3 2021 | +3,762 | New Buy | 3,762 | $69.91 |
| Q1 2021 | -3,319 | Sold Out | 0 | $0.00 |
| Q4 2020 | -30,642 | Reduce 90.23% | 3,319 | $69.90 |
| Q3 2020 | -206,244 | Reduce 85.86% | 33,961 | $51.85 |
| Q2 2020 | +25,866 | Add 12.07% | 240,205 | $71.90 |
| Q1 2020 | -169,761 | Reduce 44.20% | 214,339 | $53.65 |
| Q4 2019 | +384,100 | New Buy | 384,100 | $111.41 |
| Q3 2019 | -363,291 | Sold Out | 0 | $0.00 |
| Q2 2019 | +5,287 | Add 1.48% | 363,291 | $93.54 |
| Q1 2019 | +168,972 | Add 89.39% | 358,004 | $95.17 |
| Q4 2018 | -27,543 | Reduce 12.72% | 189,032 | $86.15 |
| Q3 2018 | -21,114 | Reduce 8.88% | 216,575 | $112.72 |
| Q2 2018 | +47,331 | Add 24.86% | 237,689 | $112.31 |
| Q1 2018 | +118,659 | Add 165.50% | 190,358 | $95.92 |
| Q4 2017 | +68,081 | Add 1881.73% | 71,699 | $101.15 |
| Q3 2017 | +3,618 | New Buy | 3,618 | $91.49 |
| Q1 2017 | -32,168 | Sold Out | 0 | $0.00 |
| Q4 2016 | +32,168 | New Buy | 32,168 | $86.42 |
| Q2 2016 | -4,150 | Sold Out | 0 | $0.00 |
| Q1 2016 | -12,360 | Reduce 74.86% | 4,150 | $86.51 |
| Q4 2015 | +11,978 | Add 264.30% | 16,510 | $81.83 |
| Q3 2015 | -1,960 | Reduce 30.19% | 4,532 | $76.79 |
| Q2 2015 | +2,327 | Add 55.87% | 6,492 | $80.56 |
| Q1 2015 | -16 | Reduce 0.38% | 4,165 | $78.51 |
| Q4 2014 | -7,973 | Reduce 65.60% | 4,181 | $71.75 |
| Q3 2014 | -5,944 | Reduce 32.84% | 12,154 | $81.29 |
| Q2 2014 | -10,074 | Reduce 35.76% | 18,098 | $80.45 |
| Q1 2014 | +1,841 | Add 6.99% | 28,172 | $77.06 |
| Q4 2013 | +8,561 | Add 48.18% | 26,331 | $77.13 |
| Q3 2013 | +3,979 | Add 28.85% | 17,770 | $57.79 |
| Q2 2013 | +13,791 | Add 0.00% | 13,791 | $58.88 |
Joel Greenblatt's Phillips 66 Investment FAQs
Joel Greenblatt first purchased Phillips 66 (PSX) in Q2 2013, acquiring 13,791 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Phillips 66 (PSX) for 48 quarters since Q2 2013.
Joel Greenblatt's largest addition to Phillips 66 (PSX) was in Q4 2019, adding 384,100 shares worth $42.79 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 74,557 shares of Phillips 66 (PSX), valued at approximately $9.62 M.
As of the Q4 2025 filing, Phillips 66 (PSX) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Phillips 66 (PSX) was 384,100 shares, as reported at the end of Q4 2019.