Ken Fisher's PSX Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 12,222 shares of Phillips 66 (PSX) worth $1.58 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in PSX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 3,317 shares. Largest reduction occurred in Q1 2021, reducing 4,172 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,841 | Add 30.28% | 12,222 | $129.05 |
| Q3 2025 | +1,661 | Add 21.52% | 9,381 | $136.04 |
| Q2 2025 | +1,516 | Add 24.44% | 7,720 | $119.31 |
| Q1 2025 | +47 | Add 0.76% | 6,204 | $123.49 |
| Q4 2024 | +920 | Add 17.57% | 6,157 | $113.95 |
| Q3 2024 | -409 | Reduce 7.24% | 5,237 | $131.47 |
| Q2 2024 | -352 | Reduce 5.87% | 5,646 | $141.19 |
| Q1 2024 | -1,014 | Reduce 14.46% | 5,998 | $163.35 |
| Q4 2023 | -1,223 | Reduce 14.85% | 7,012 | $133.15 |
| Q3 2023 | +2,461 | Add 42.62% | 8,235 | $120.16 |
| Q2 2023 | +854 | Add 17.36% | 5,774 | $95.39 |
| Q1 2023 | -405 | Reduce 7.61% | 4,920 | $101.39 |
| Q4 2022 | +891 | Add 20.09% | 5,325 | $104.04 |
| Q3 2022 | -1,427 | Reduce 24.35% | 4,434 | $80.74 |
| Q2 2022 | -2,030 | Reduce 25.73% | 5,861 | $82.07 |
| Q1 2022 | +2,045 | Add 34.98% | 7,891 | $86.43 |
| Q4 2021 | -131 | Reduce 2.19% | 5,846 | $72.53 |
| Q3 2021 | +1,493 | Add 33.30% | 5,977 | $70.10 |
| Q2 2021 | -551 | Reduce 10.94% | 4,484 | $85.86 |
| Q1 2021 | -4,172 | Reduce 45.31% | 5,035 | $81.63 |
| Q4 2020 | +2,838 | Add 44.56% | 9,207 | $69.95 |
| Q3 2020 | +125 | Add 2.00% | 6,369 | $51.81 |
| Q2 2020 | -1,926 | Reduce 23.57% | 6,244 | $71.91 |
| Q1 2020 | +1,218 | Add 17.52% | 8,170 | $53.61 |
| Q4 2019 | +1,495 | Add 27.40% | 6,952 | $111.48 |
| Q3 2019 | +850 | Add 18.45% | 5,457 | $102.44 |
| Q2 2019 | +208 | Add 4.73% | 4,607 | $93.55 |
| Q1 2019 | +118 | Add 2.76% | 4,399 | $95.25 |
| Q4 2018 | -312 | Reduce 6.79% | 4,281 | $86.19 |
| Q3 2018 | +19 | Add 0.42% | 4,593 | $112.78 |
| Q2 2018 | +856 | Add 23.02% | 4,574 | $112.37 |
| Q1 2018 | -835 | Reduce 18.34% | 3,718 | $96.02 |
| Q4 2017 | +1,159 | Add 34.15% | 4,553 | $101.25 |
| Q3 2017 | -57 | Reduce 1.65% | 3,394 | $91.63 |
| Q2 2017 | -1,969 | Reduce 36.33% | 3,451 | $82.58 |
| Q1 2017 | -3,398 | Reduce 38.53% | 5,420 | $79.15 |
| Q4 2016 | +1,815 | Add 25.92% | 8,818 | $86.41 |
| Q3 2016 | -458 | Reduce 6.14% | 7,003 | $80.54 |
| Q2 2016 | -2,902 | Reduce 28.00% | 7,461 | $75.19 |
| Q1 2016 | +1,554 | Add 17.64% | 10,363 | $84.82 |
| Q4 2015 | -501 | Reduce 5.38% | 8,809 | $81.85 |
| Q3 2015 | +2,622 | Add 39.20% | 9,310 | $76.80 |
| Q2 2015 | +127 | Add 1.94% | 6,688 | $80.59 |
| Q1 2015 | -1,901 | Reduce 22.47% | 6,561 | $78.65 |
| Q4 2014 | -334 | Reduce 3.80% | 8,462 | $71.73 |
| Q3 2014 | +578 | Add 7.03% | 8,796 | $81.29 |
| Q2 2014 | -463 | Reduce 5.33% | 8,218 | $80.43 |
| Q1 2014 | -175 | Reduce 1.98% | 8,681 | $77.06 |
| Q4 2013 | -2,852 | Reduce 24.36% | 8,856 | $77.12 |
| Q3 2013 | +3,317 | Add 39.53% | 11,708 | $57.82 |
| Q2 2013 | +8,391 | Add 0.00% | 8,391 | $58.87 |
Ken Fisher's Phillips 66 Investment FAQs
Ken Fisher first purchased Phillips 66 (PSX) in Q2 2013, acquiring 8,391 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Phillips 66 (PSX) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to Phillips 66 (PSX) was in Q2 2013, adding 8,391 shares worth $494,000.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 12,222 shares of Phillips 66 (PSX), valued at approximately $1.58 M.
As of the Q4 2025 filing, Phillips 66 (PSX) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Phillips 66 (PSX) was 12,222 shares, as reported at the end of Q4 2025.