Chelsea Counsel Company’s Phillips 66 PSX Stock Holding History

Chelsea Counsel Company’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	$386K	Hold	2,285	–	–	0.16%	77
2026 Q1	$416K	Hold	2,285	–	–	0.19%	77
2025 Q4	$295K	Hold	2,285	–	–	0.13%	90
2025 Q3	$311K	Hold	2,285	–	–	0.14%	89
2025 Q2	$273K	Hold	2,285	–	–	0.14%	92
2025 Q1	$282K	Sell	2,285 -4,300	-65%	-$530K	0.15%	88
2024 Q4	$750K	Sell	6,585 -2,000	-23%	-$254K	0.39%	47
2024 Q3	$1.13M	Hold	8,585	–	–	0.56%	41
2024 Q2	$1.21M	Sell	8,585 -250	-3%	-$37K	0.6%	37
2024 Q1	$1.44M	Buy	8,835 +2,000	+29%	+$288K	0.82%	32
2023 Q4	$910K	Sell	6,835 -255	-4%	-$30.5K	0.48%	45
2023 Q3	$852K	Hold	7,090	–	–	0.44%	49
2023 Q2	$676K	Buy	7,090 +505	+8%	+$49.1K	0.33%	62
2023 Q1	$668K	Sell	6,585 -44	-0.7%	-$4.47K	0.32%	67
2022 Q4	$690K	Sell	6,629 -175	-3%	-$17.9K	0.34%	66
2022 Q3	$549K	Sell	6,804 -14,186	-68%	-$1.21M	0.34%	63
2022 Q2	$2.63M	Buy	20,990 +14,186	+208%	+$1.31M	1.35%	23
2022 Q1	$588K	Hold	6,804	–	–	0.26%	69
2021 Q4	$493K	Buy	+6,804	New	+$514K	0.21%	70
2014 Q2	–	Sell	-3,625	Closed	-$279K	–	130
2014 Q1	$279K	Buy	+3,625	New	+$276K	0.06%	107

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

Chelsea Counsel Company's PSX Position: Q2 2026 in Review

Chelsea Counsel Company held its Phillips 66 (PSX) position steady in Q2 2026 at 2,285 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #77.

Chelsea Counsel Company first reported a position in PSX in Q1 2014 and has held it in 20 quarters since. The position peaked at $2.63M in Q2 2022. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Chelsea Counsel Company held 2,285 shares of Phillips 66 worth $386K as of Q2 2026.
Chelsea Counsel Company left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.16% of Chelsea Counsel Company's portfolio in Q2 2026, its #77 holding.
Chelsea Counsel Company first reported a position in Phillips 66 in Q1 2014 and has held it in 20 quarters since.
Chelsea Counsel Company's Phillips 66 position peaked at $2.63M in Q2 2022.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.