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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
Q2 		$203K Hold
1,198
– – 0.12% 92
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 $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 $3.38T AUM 44.17% 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

Charter Research & Investment Group's PSX Position: Q2 2026 in Review

Charter Research & Investment Group held its Phillips 66 (PSX) position steady in Q2 2026 at 1,198 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #92.

Charter Research & Investment Group first reported a position in PSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Charter Research & Investment Group held 1,198 shares of Phillips 66 worth $203K as of Q2 2026.
  • Charter Research & Investment Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.12% of Charter Research & Investment Group's portfolio in Q2 2026, its #92 holding.
  • Charter Research & Investment Group first reported a position in Phillips 66 in Q1 2024 and has held it in 3 quarters since.
  • Charter Research & Investment Group's Phillips 66 position peaked at $218K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.