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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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. 2,098 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.
2,098 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.