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Camelot Portfolios’s Phillips 66 PSX Stock Holding History

Camelot Portfolios’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 		– Sell
-124
Closed -$16K – 452
2025
Q4 		$16K Buy
+124
New +$16.7K 0.01% 400
2024
Q3 		– Sell
-124
Closed -$17.5K – 456
2024
Q2 		$17.5K Buy
+124
New +$18.4K 0.01% 377
2022
Q1 		– Sell
-3,039
Closed -$220K – 253
2021
Q4 		$220K Buy
+3,039
New +$230K 0.09% 226
2021
Q3 		– Sell
-4,412
Closed -$379K – 246
2021
Q2 		$379K Hold
4,412
– – 0.15% 170
2021
Q1 		$360K Sell
4,412
-2,082
-32% -$163K 0.15% 158
2020
Q4 		$454K Buy
6,494
+2,340
+56% +$137K 0.24% 115
2020
Q3 		$215K Buy
4,154
+432
+12% +$26.4K 0.13% 174
2020
Q2 		$268K Buy
+3,722
New +$264K 0.17% 152

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Camelot Portfolios's PSX Position: Q1 2026 in Review

Camelot Portfolios sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 124 shares — an estimated $16K sold.

Camelot Portfolios first reported a position in PSX in Q2 2020 and held it in 8 quarters. The position peaked at $454K in Q4 2020. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Camelot Portfolios reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 124 Phillips 66 shares in Q1 2026, an estimated $16K.
  • Camelot Portfolios first reported a position in Phillips 66 in Q2 2020 and held it in 8 quarters.
  • Camelot Portfolios's Phillips 66 position peaked at $454K in Q4 2020.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.