CA
PSX icon

Calton & Associates’s Phillips 66 PSX Stock Holding History

Calton & Associates’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 		$253K Buy
+1,499
New +$258K 0.04% 355
2026
Q1 		– Sell
-2,168
Closed -$280K – 478
2025
Q4 		$280K Buy
2,168
+114
+6% +$15.3K 0.04% 348
2025
Q3 		$279K Buy
+2,054
New +$263K 0.04% 335
2020
Q1 		– Sell
-4,845
Closed -$540K – 364
2019
Q4 		$540K Buy
4,845
+1,865
+63% +$210K 0.11% 167
2019
Q3 		$305K Buy
2,980
+667
+29% +$66.8K 0.07% 235
2019
Q2 		$216K Sell
2,313
-916
-28% -$82.2K 0.06% 246
2019
Q1 		$307K Buy
+3,229
New +$307K 0.09% 184
2018
Q4 		– Sell
-1,942
Closed -$219K – 284
2018
Q3 		$219K Buy
1,942
+261
+16% +$30.2K 0.06% 252
2018
Q2 		$207K Sell
1,681
-2,355
-58% -$265K 0.06% 264
2018
Q1 		$387K Buy
4,036
+85
+2% +$8.27K 0.11% 190
2017
Q4 		$422K Buy
+3,951
New +$376K 0.11% 185

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 $3.37T AUM 44.26% 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

Calton & Associates's PSX Position: Q2 2026 in Review

Calton & Associates opened a new position in Phillips 66 (PSX) in Q2 2026: 1,499 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #355 among its holdings. This is a return to the name: Calton & Associates previously reported a position in PSX as recently as Q4 2025.

Calton & Associates first reported a position in PSX in Q4 2017 and has held it in 11 quarters since. The position peaked at $540K in Q4 2019. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Calton & Associates held 1,499 shares of Phillips 66 worth $253K as of Q2 2026.
  • Phillips 66 was a new Calton & Associates position in Q2 2026.
  • Phillips 66 made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #355 holding.
  • Calton & Associates first reported a position in Phillips 66 in Q4 2017 and has held it in 11 quarters since.
  • Calton & Associates's Phillips 66 position peaked at $540K in Q4 2019.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.