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Chesley Taft & Associates’s Phillips 66 PSX Stock Holding History

Chesley Taft & Associates’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 		– Sell
-1,383
Closed -$252K – 384
2026
Q1 		$252K Buy
+1,383
New +$217K 0.01% 336
2014
Q4 		– Sell
-3,341
Closed -$272K – 252
2014
Q3 		$272K Sell
3,341
-45
-1% -$3.75K 0.03% 215
2014
Q2 		$272K Buy
3,386
+24
+0.7% +$1.98K 0.03% 217
2014
Q1 		$259K Sell
3,362
-250
-7% -$19K 0.03% 220
2013
Q4 		$279K Buy
+3,612
New +$241K 0.03% 240
2013
Q3 		– Sell
-13,279
Closed -$782K – 272
2013
Q2 		$782K Buy
+13,279
New +$834K 0.09% 166

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

Chesley Taft & Associates's PSX Position: Q2 2026 in Review

Chesley Taft & Associates sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,383 shares — an estimated $252K sold.

Chesley Taft & Associates first reported a position in PSX in Q2 2013 and held it in 6 quarters. The position peaked at $782K in Q2 2013. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Chesley Taft & Associates reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,383 Phillips 66 shares in Q2 2026, an estimated $252K.
  • Chesley Taft & Associates first reported a position in Phillips 66 in Q2 2013 and held it in 6 quarters.
  • Chesley Taft & Associates's Phillips 66 position peaked at $782K in Q2 2013.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.