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Archer Investment Corporation’s Phillips 66 PSX Stock Holding History

Archer Investment Corporation’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Sell
759
-120
-14% -$20.7K 0.02% 396
2026
Q1 		$160K Sell
879
-149
-14% -$23.3K 0.03% 343
2025
Q4 		$133K Sell
1,028
-580
-36% -$78.1K 0.03% 332
2025
Q3 		$219K Buy
1,608
+2
+0.1% +$256 0.05% 262
2025
Q2 		$192K Sell
1,606
-3,469
-68% -$389K 0.05% 272
2025
Q1 		$627K Buy
5,075
+1
+0% +$123 0.16% 118
2024
Q4 		$578K Buy
5,074
+3,501
+223% +$445K 0.15% 124
2024
Q3 		$207K Buy
1,573
+567
+56% +$76.6K 0.06% 234
2024
Q2 		$142K Buy
1,006
+480
+91% +$71K 0.04% 263
2024
Q1 		$85.9K Buy
526
+5
+1% +$721 0.03% 341
2023
Q4 		$69.4K Buy
521
+10
+2% +$1.2K 0.02% 352
2023
Q3 		$61.4K Hold
511
– – 0.02% 354
2023
Q2 		$48.7K Buy
511
+32
+7% +$3.11K 0.02% 385
2023
Q1 		$48.6K Hold
479
– – 0.02% 391
2022
Q4 		$49.9K Hold
479
– – 0.02% 356
2022
Q3 		$38.7K Hold
479
– – 0.02% 376
2022
Q2 		$39.3K Hold
479
– – 0.02% 372
2022
Q1 		$39.5K Hold
479
– – 0.01% 393
2021
Q4 		$34.7K Hold
479
– – 0.01% 417
2021
Q3 		$33.5K Buy
+479
New +$34.7K 0.01% 409
2021
Q2 		– Sell
-479
Closed -$39.1K – 706
2021
Q1 		$39.1K Hold
479
– – 0.02% 380
2020
Q4 		$33.5K Buy
479
+150
+46% +$8.8K 0.02% 372
2020
Q3 		$17.1K Sell
329
-41
-11% -$2.5K 0.01% 385
2020
Q2 		$26.6K Sell
370
-17,620
-98% -$1.25M 0.02% 318
2020
Q1 		$570K Buy
17,990
+12,261
+214% +$998K 0.38% 58
2019
Q4 		$638K Buy
5,729
+1,000
+21% +$112K 0.34% 67
2019
Q3 		$484K Hold
4,729
– – 0.29% 83
2019
Q2 		$442K Buy
4,729
+4,400
+1,337% +$395K 0.28% 84
2019
Q1 		$31K Hold
329
– – 0.02% 266
2018
Q4 		$28K Buy
+329
New +$32.1K 0.02% 257

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Archer Investment Corporation's PSX Position: Q2 2026 in Review

Archer Investment Corporation reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $20.7K and leaving 759 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #396.

Archer Investment Corporation first reported a position in PSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $638K in Q4 2019. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Archer Investment Corporation held 759 shares of Phillips 66 worth $128K as of Q2 2026.
  • Archer Investment Corporation sold 120 Phillips 66 shares in Q2 2026, an estimated $20.7K.
  • Phillips 66 made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #396 holding.
  • Archer Investment Corporation first reported a position in Phillips 66 in Q4 2018 and has held it in 30 quarters since.
  • Archer Investment Corporation's Phillips 66 position peaked at $638K in Q4 2019.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.