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

CFS 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	$922K	Buy	5,226 +27	+0.5%	+$4.65K	0.06%	202
2026 Q1	$813K	Sell	5,199 -37	-0.7%	-$5.8K	0.06%	211
2025 Q4	$676K	Buy	5,236 +101	+2%	+$13.6K	0.05%	212
2025 Q3	$693K	Buy	5,135 +222	+5%	+$28.4K	0.05%	206
2025 Q2	$586K	Buy	4,913 +173	+4%	+$19.4K	0.05%	217
2025 Q1	$585K	Sell	4,740 -145	-3%	-$17.9K	0.05%	208
2024 Q4	$557K	Sell	4,885 -10	-0.2%	-$1.27K	0.05%	202
2024 Q3	$643K	Sell	4,895 -4,327	-47%	-$584K	0.05%	191
2024 Q2	$1.3M	Buy	+9,222	New	+$1.37M	0.11%	119
2023 Q3	–	Sell	-3,785	Closed	-$361K	–	230
2023 Q2	$361K	Buy	+3,785	New	+$368K	0.05%	192

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

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

CFS Investment Advisory Services increased its Phillips 66 (PSX) stake by 0.52% in Q2 2026, buying an estimated $4.65K and bringing the position to 5,226 shares worth $922K. The position accounts for 0.06% of the portfolio, ranked #202.

CFS Investment Advisory Services first reported a position in PSX in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

CFS Investment Advisory Services held 5,226 shares of Phillips 66 worth $922K as of Q2 2026.
CFS Investment Advisory Services bought 27 Phillips 66 shares in Q2 2026, an estimated $4.65K.
Phillips 66 made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #202 holding.
CFS Investment Advisory Services first reported a position in Phillips 66 in Q2 2023 and has held it in 10 quarters since.
CFS Investment Advisory Services's Phillips 66 position peaked at $1.3M in Q2 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.