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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Archer Investment Corporation's PSX Position: Q1 2026 in Review

Archer Investment Corporation reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $23.3K and leaving 879 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #343.

Archer Investment Corporation first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $638K in Q4 2019. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Archer Investment Corporation held 879 shares of Phillips 66 worth $160K as of Q1 2026.
  • Archer Investment Corporation sold 149 Phillips 66 shares in Q1 2026, an estimated $23.3K.
  • Phillips 66 made up 0.03% of Archer Investment Corporation's portfolio in Q1 2026, its #343 holding.
  • Archer Investment Corporation first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • Archer Investment Corporation's Phillips 66 position peaked at $638K in Q4 2019.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.