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Catherine Avery Investment Management’s Phillips 66 PSX Stock Holding History

Catherine Avery Investment Management’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 		$5.25M Buy
31,061
+70
+0.2% +$12.1K 2.29% 31
2026
Q1 		$5.65M Buy
30,991
+7,775
+33% +$1.22M 2.53% 22
2025
Q4 		$3M Buy
23,216
+353
+2% +$47.5K 1.79% 35
2025
Q3 		$3.11M Buy
22,863
+692
+3% +$88.7K 2% 33
2025
Q2 		$2.65M Buy
22,171
+4,302
+24% +$482K 2.01% 33
2025
Q1 		$2.21M Buy
17,869
+17,848
+84,990% +$2.2M 1.98% 29
2024
Q4 		$2.39K Buy
+21
New +$2.67K ﹤0.01% 135

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

Catherine Avery Investment Management's PSX Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Phillips 66 (PSX) stake by 0.23% in Q2 2026, buying an estimated $12.1K and bringing the position to 31,061 shares worth $5.25M. The position accounts for 2.29% of the portfolio, ranked #31.

Catherine Avery Investment Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.65M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Catherine Avery Investment Management held 31,061 shares of Phillips 66 worth $5.25M as of Q2 2026.
  • Catherine Avery Investment Management bought 70 Phillips 66 shares in Q2 2026, an estimated $12.1K.
  • Phillips 66 made up 2.29% of Catherine Avery Investment Management's portfolio in Q2 2026, its #31 holding.
  • Catherine Avery Investment Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Phillips 66 position peaked at $5.65M in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.