Ownership history in Stack Financial Management, Inc · 20 quarters on record
This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 217,473 | -1,866 | -0.9% | 2.14% | $28.1M | $127.99 |
| 2025 Q3 | REDUCED | 219,339 | -2,517 | -1.1% | 2.48% | $29.8M | $133.77 |
| 2025 Q2 | REDUCED | 221,856 | -2,276 | -1.0% | 2.34% | $26.5M | $116.18 |
| 2025 Q1 | REDUCED | 224,132 | -1,318 | -0.6% | 2.31% | $27.7M | $119.11 |
| 2024 Q4 | REDUCED | 225,450 | -1,196 | -0.5% | 2.35% | $25.7M | $108.91 |
| 2024 Q3 | ADDED | 226,646 | +1,035 | +0.5% | 2.67% | $29.8M | $124.56 |
| 2024 Q2 | REDUCED | 225,611 | -293 | -0.1% | 2.95% | $31.8M | $132.66 |
| 2024 Q1 | ADDED | 225,904 | +353 | +0.2% | 3.39% | $36.9M | $152.29 |
| 2023 Q4 | REDUCED | 225,551 | -3,735 | -1.6% | 3.39% | $30.0M | $123.24 |
| 2023 Q3 | REDUCED | 229,286 | -501 | -0.2% | 3.21% | $27.5M | $110.21 |
As of 2025 Q4 — sorted by position size