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Charter Research & Investment Group’s Phillips 66 PSX Stock Holding History

Charter Research & Investment Group’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 		$218K Buy
+1,198
New +$188K 0.15% 84
2024
Q2 		– Sell
-1,273
Closed -$208K – 84
2024
Q1 		$208K Buy
+1,273
New +$183K 0.16% 82

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charter Research & Investment Group's PSX Position: Q1 2026 in Review

Charter Research & Investment Group opened a new position in Phillips 66 (PSX) in Q1 2026: 1,198 shares worth $218K. The stake represents 0.15% of the portfolio and ranks #84 among its holdings. This is a return to the name: Charter Research & Investment Group previously reported a position in PSX as recently as Q1 2024.

Charter Research & Investment Group first reported a position in PSX in Q1 2024 and has held it in 2 quarters since. 2,120 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Charter Research & Investment Group held 1,198 shares of Phillips 66 worth $218K as of Q1 2026.
  • Phillips 66 was a new Charter Research & Investment Group position in Q1 2026.
  • Phillips 66 made up 0.15% of Charter Research & Investment Group's portfolio in Q1 2026, its #84 holding.
  • Charter Research & Investment Group first reported a position in Phillips 66 in Q1 2024 and has held it in 2 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.