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Cary Street Partners Investment Advisory’s Phillips 66 PSX Stock Holding History

Cary Street Partners Investment Advisory’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 		$163K Buy
965
+77
+9% +$13.3K 0.03% 418
2026
Q1 		$162K Buy
888
+318
+56% +$49.8K 0.04% 382
2025
Q4 		$73.6K Buy
570
+35
+7% +$4.71K 0.02% 466
2025
Q3 		$72.8K Buy
535
+106
+25% +$13.6K 0.03% 400
2025
Q2 		$51.2K Buy
429
+8
+2% +$896 0.02% 394
2025
Q1 		$52K Buy
421
+180
+75% +$22.2K 0.03% 360
2024
Q4 		$27.5K Sell
241
-40,006
-99% -$5.09M 0.02% 385
2024
Q3 		$5.29M Sell
40,247
-424
-1% -$57.3K 0.2% 128
2024
Q2 		$5.74M Sell
40,671
-4,533
-10% -$671K 0.23% 109
2024
Q1 		$7.38M Sell
45,204
-5,159
-10% -$743K 0.31% 88
2023
Q4 		$6.71M Sell
50,363
-1,645
-3% -$197K 0.32% 85
2023
Q3 		$6.25M Buy
52,008
+39,504
+316% +$4.43M 0.34% 79
2023
Q2 		$1.19M Sell
12,504
-648
-5% -$63K 0.08% 241
2023
Q1 		$1.33M Sell
13,152
-1,067
-8% -$108K 0.1% 208
2022
Q4 		$1.48M Sell
14,219
-1,473
-9% -$151K 0.11% 196
2022
Q3 		$1.27M Buy
15,692
+1,424
+10% +$121K 0.1% 196
2022
Q2 		$1.17M Buy
14,268
+8,355
+141% +$773K 0.1% 198
2022
Q1 		$511K Buy
5,913
+1,417
+32% +$119K 0.14% 152
2021
Q4 		$326K Buy
4,496
+140
+3% +$10.6K 0.09% 197
2021
Q3 		$305K Sell
4,356
-134
-3% -$9.7K 0.1% 187
2021
Q2 		$385K Sell
4,490
-24,362
-84% -$2.06M 0.12% 163
2021
Q1 		$205K Buy
28,852
+23,987
+493% +$1.88M 0.08% 202
2020
Q4 		$340K Sell
4,865
-36,399
-88% -$2.14M 0.07% 238
2020
Q3 		$2.14M Buy
+41,264
New +$2.52M 0.45% 65

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's PSX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Phillips 66 (PSX) stake by 8.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 965 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #418.

Cary Street Partners Investment Advisory first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.38M in Q1 2024. 1,734 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cary Street Partners Investment Advisory held 965 shares of Phillips 66 worth $163K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 77 Phillips 66 shares in Q2 2026, an estimated $13.3K.
  • Phillips 66 made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #418 holding.
  • Cary Street Partners Investment Advisory first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Phillips 66 position peaked at $7.38M in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.