Private Capital's PSX Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 13,402 shares of Phillips 66 (PSX) worth $1.73 M, representing 0.16% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in PSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 6,089 shares. Largest reduction occurred in Q4 2022, reducing 2,487 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1 | Add 0.01% | 13,402 | $129.04 |
| Q3 2025 | +2 | Add 0.01% | 13,401 | $136.02 |
| Q2 2025 | +202 | Add 1.53% | 13,399 | $119.30 |
| Q1 2025 | +51 | Add 0.39% | 13,197 | $123.48 |
| Q4 2024 | +4,352 | Add 49.49% | 13,146 | $113.93 |
| Q3 2024 | +1,130 | Add 14.74% | 8,794 | $131.46 |
| Q2 2024 | -12 | Reduce 0.16% | 7,664 | $141.16 |
| Q1 2024 | +6 | Add 0.08% | 7,676 | $163.33 |
| Q4 2023 | -33 | Reduce 0.43% | 7,670 | $133.14 |
| Q3 2023 | -35 | Reduce 0.45% | 7,703 | $120.16 |
| Q2 2023 | +1,649 | Add 27.08% | 7,738 | $95.38 |
| Q1 2023 | +6,089 | New Buy | 6,089 | $101.37 |
| Q4 2022 | -2,487 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,487 | New Buy | 2,487 | $80.82 |
Private Capital's Phillips 66 Investment FAQs
Private Capital first purchased Phillips 66 (PSX) in Q3 2022, acquiring 2,487 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Phillips 66 (PSX) for 14 quarters since Q3 2022.
Private Capital's largest addition to Phillips 66 (PSX) was in Q1 2023, adding 6,089 shares worth $617,270.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 13,402 shares of Phillips 66 (PSX), valued at approximately $1.73 M.
As of the Q4 2025 filing, Phillips 66 (PSX) represents approximately 0.16% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Phillips 66 (PSX) was 13,402 shares, as reported at the end of Q4 2025.