PRING TURNER CAPITAL GROUP INC PSX PHILLIPS 66

Ownership history in PRING TURNER CAPITAL GROUP INC  ·  2 quarters on record

AI Ownership Summary

PRING TURNER CAPITAL GROUP INC reported PHILLIPS 66 (PSX) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows PSX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRING TURNER CAPITAL GROUP INC's position in PHILLIPS 66, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRING TURNER CAPITAL GROUP INC held PSX — position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,141 +479 +72.4% 0.13% $208K 2026-05-13 $170.58
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PRING TURNER CAPITAL GROUP INC and PSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRING TURNER CAPITAL GROUP INC reported owning PSX?

PRING TURNER CAPITAL GROUP INC reported PSX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PSX position in PRING TURNER CAPITAL GROUP INC's portfolio?

The largest reported portfolio weight for PSX was 0.13% in 2026 Q1.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2026 Q1, when PRING TURNER CAPITAL GROUP INC reported 1,141 shares, equal to 0.13% of portfolio, with an estimated market value of $208K.

What does the chart on this PSX ownership page compare?

The chart compares PRING TURNER CAPITAL GROUP INC's quarterly PSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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