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Cerro Pacific Wealth Advisors’s Phillips 66 PSX Stock Holding History

Cerro Pacific Wealth 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
Q2 		$1.28M Buy
7,573
+78
+1% +$13.4K 0.29% 65
2026
Q1 		$1.37M Sell
7,495
-273
-4% -$42.8K 0.36% 58
2025
Q4 		$1M Sell
7,768
-83
-1% -$11.2K 0.27% 68
2025
Q3 		$1.07M Sell
7,851
-174
-2% -$22.3K 0.29% 65
2025
Q2 		$957K Sell
8,025
-622
-7% -$69.7K 0.27% 70
2025
Q1 		$985K Buy
8,647
+108
+1% +$13.3K 0.32% 66
2024
Q4 		$1.12M Buy
8,539
+225
+3% +$28.6K 0.37% 60
2024
Q3 		$1.17M Hold
8,314
– – 0.44% 58
2024
Q2 		$1.17M Buy
+8,314
New +$1.23M 0.45% 59
2023
Q1 		$774K Buy
7,635
+949
+14% +$96.5K 0.43% 62
2022
Q4 		$696K Sell
6,686
-10
-0.1% -$1.02K 0.37% 71
2022
Q3 		$541K Buy
6,696
+3,023
+82% +$258K 0.33% 78
2022
Q2 		$301K Sell
3,673
-642
-15% -$59.4K 0.19% 123
2022
Q1 		$373K Buy
4,315
+83
+2% +$6.98K 0.23% 100
2021
Q4 		$307K Sell
4,232
-298
-7% -$22.5K 0.19% 104
2021
Q3 		$317K Sell
4,530
-1,907
-30% -$138K 0.23% 108
2021
Q2 		$552K Buy
+6,437
New +$543K 0.41% 74
2020
Q4 		$640K Buy
+9,146
New +$537K 0.38% 70

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

Cerro Pacific Wealth Advisors's PSX Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Phillips 66 (PSX) stake by 1% in Q2 2026, buying an estimated $13.4K and bringing the position to 7,573 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #65.

Cerro Pacific Wealth Advisors first reported a position in PSX in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.37M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 7,573 shares of Phillips 66 worth $1.28M as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 78 Phillips 66 shares in Q2 2026, an estimated $13.4K.
  • Phillips 66 made up 0.29% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Phillips 66 position peaked at $1.37M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.