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CBIZ Investment Advisory Services’s Phillips 66 PSX Stock Holding History

CBIZ Investment Advisory Services’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 		$68.3K Hold
375
– – ﹤0.01% 76
2026
Q1 		$68.3K Sell
375
-9
-2% -$1.41K ﹤0.01% 76
2025
Q4 		$49.6K Buy
384
+375
+4,167% +$50.5K ﹤0.01% 142
2025
Q3 		$1.22K Sell
9
-316
-97% -$40.5K ﹤0.01% 604
2025
Q2 		$38.8K Sell
325
-10
-3% -$1.12K ﹤0.01% 160
2025
Q1 		$41.4K Hold
335
– – ﹤0.01% 131
2024
Q4 		$38.2K Buy
335
+15
+5% +$1.91K ﹤0.01% 132
2024
Q3 		$42.1K Hold
320
– – ﹤0.01% 119
2024
Q2 		$45.2K Hold
320
– – ﹤0.01% 112
2024
Q1 		$52.3K Buy
+320
New +$46.1K ﹤0.01% 101

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

CBIZ Investment Advisory Services's PSX Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Phillips 66 (PSX) position steady in Q2 2026 at 375 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #76.

CBIZ Investment Advisory Services first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CBIZ Investment Advisory Services held 375 shares of Phillips 66 worth $68.3K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #76 holding.
  • CBIZ Investment Advisory Services first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.