Centerpoint Advisors’s Phillips 66 PSX Stock Holding History

Centerpoint Advisors’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	-300	Closed	-$39K	–	418
2025 Q4	$39K	Sell	300 -22	-7%	-$2.96K	0.01%	175
2025 Q3	$44K	Hold	322	–	–	0.01%	177
2025 Q2	$38K	Buy	322 +22	+7%	+$2.46K	0.01%	175
2025 Q1	$37K	Hold	300	–	–	0.01%	181
2024 Q4	$34K	Hold	300	–	–	0.01%	204
2024 Q3	$39K	Hold	300	–	–	0.01%	194
2024 Q2	$42K	Hold	300	–	–	0.02%	191
2024 Q1	$49K	Hold	300	–	–	0.02%	169
2023 Q4	$40K	Hold	300	–	–	0.02%	170
2023 Q3	$36K	Hold	300	–	–	0.02%	173
2023 Q2	$29K	Hold	300	–	–	0.01%	207
2023 Q1	$30K	Hold	300	–	–	0.01%	211
2022 Q4	$31K	Hold	300	–	–	0.01%	175
2022 Q3	$24K	Buy	+300	New	+$25.6K	0.01%	173
2021 Q3	–	Sell	-1,157	Closed	-$99K	–	308
2021 Q2	$99K	Hold	1,157	–	–	0.05%	107
2021 Q1	$94K	Sell	1,157 -2,450	-68%	-$192K	0.06%	85
2020 Q4	$252K	Hold	3,607	–	–	0.16%	41
2020 Q3	$187K	Sell	3,607 -60	-2%	-$3.66K	0.14%	46
2020 Q2	$264K	Hold	3,667	–	–	0.21%	39
2020 Q1	$197K	Hold	3,667	–	–	0.2%	33
2019 Q4	$409K	Sell	3,667 -191	-5%	-$21.5K	0.3%	29
2019 Q3	$395K	Hold	3,858	–	–	0.31%	28
2019 Q2	$361K	Hold	3,858	–	–	0.29%	31
2019 Q1	$367K	Hold	3,858	–	–	0.31%	31
2018 Q4	$332K	Hold	3,858	–	–	0.31%	29
2018 Q3	$435K	Hold	3,858	–	–	0.34%	23
2018 Q2	$433K	Buy	3,858 +60	+2%	+$6.75K	0.36%	20
2018 Q1	$364K	Buy	3,798 +191	+5%	+$18.6K	0.32%	23
2017 Q4	$365K	Buy	+3,607	New	+$343K	0.32%	20

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Centerpoint Advisors's PSX Position: Q1 2026 in Review

Centerpoint Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 300 shares — an estimated $39K sold.

Centerpoint Advisors first reported a position in PSX in Q4 2017 and held it in 29 quarters. The position peaked at $435K in Q3 2018. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Centerpoint Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Centerpoint Advisors sold 300 Phillips 66 shares in Q1 2026, an estimated $39K.
Centerpoint Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 29 quarters.
Centerpoint Advisors's Phillips 66 position peaked at $435K in Q3 2018.
2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.