CPIG
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Chicago Partners Investment Group’s Phillips 66 PSX Stock Holding History

Chicago Partners 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 		$4.13M Buy
19,950
+4,745
+31% +$817K 0.08% 213
2026
Q1 		$2.44M Buy
15,205
+3,502
+30% +$549K 0.05% 278
2025
Q4 		$1.66M Buy
11,703
+328
+3% +$44.1K 0.04% 334
2025
Q3 		$1.52M Buy
11,375
+3,371
+42% +$432K 0.04% 329
2025
Q2 		$1.02M Buy
8,004
+544
+7% +$60.9K 0.03% 394
2025
Q1 		$787K Buy
7,460
+856
+13% +$105K 0.03% 414
2024
Q4 		$768K Buy
6,604
+168
+3% +$21.4K 0.03% 402
2024
Q3 		$831K Sell
6,436
-110
-2% -$14.9K 0.03% 368
2024
Q2 		$963K Buy
6,546
+1,077
+20% +$159K 0.04% 329
2024
Q1 		$869K Sell
5,469
-61
-1% -$8.79K 0.04% 340
2023
Q4 		$739K Buy
5,530
+21
+0.4% +$2.51K 0.03% 347
2023
Q3 		$623K Buy
5,509
+19
+0.3% +$2.13K 0.03% 359
2023
Q2 		$598K Buy
5,490
+166
+3% +$16.1K 0.03% 378
2023
Q1 		$536K Buy
5,324
+437
+9% +$44.4K 0.03% 370
2022
Q4 		$500K Buy
4,887
+34
+0.7% +$3.48K 0.03% 373
2022
Q3 		$512K Buy
4,853
+1,003
+26% +$85.5K 0.04% 330
2022
Q2 		$343K Buy
3,850
+78
+2% +$7.22K 0.02% 411
2022
Q1 		$360K Buy
3,772
+684
+22% +$57.5K 0.03% 383
2021
Q4 		$280K Buy
3,088
+3
+0.1% +$227 0.02% 449
2021
Q3 		$240K Buy
3,085
+48
+2% +$3.48K 0.02% 493
2021
Q2 		$226K Buy
3,037
+131
+5% +$11.1K 0.02% 480
2021
Q1 		$222K Buy
2,906
+45
+2% +$3.53K 0.02% 464
2020
Q4 		$208K Buy
+2,861
New +$168K 0.02% 434
2020
Q1 		– Sell
-2,824
Closed -$293K – 376
2019
Q4 		$293K Sell
2,824
-34
-1% -$3.82K 0.04% 290
2019
Q3 		$316K Buy
2,858
+142
+5% +$14.2K 0.04% 259
2019
Q2 		$279K Buy
2,716
+21
+0.8% +$1.88K 0.04% 270
2019
Q1 		$257K Sell
2,695
-37
-1% -$3.52K 0.04% 262
2018
Q4 		$254K Sell
2,732
-53
-2% -$5.18K 0.04% 275
2018
Q3 		$274K Hold
2,785
– – 0.04% 251
2018
Q2 		$313K Hold
2,785
– – 0.05% 224
2018
Q1 		$267K Sell
2,785
-160
-5% -$15.6K 0.05% 222
2017
Q4 		$298K Buy
2,945
+160
+6% +$15.2K 0.05% 220
2017
Q3 		$255K Buy
2,785
+1,881
+208% +$159K 0.04% 230
2017
Q2 		$76K Sell
904
-1,689
-65% -$133K 0.02% 311
2017
Q1 		$205K Sell
2,593
-910
-26% -$73.3K 0.06% 184
2016
Q4 		$303K Sell
3,503
-80
-2% -$6.65K 0.11% 137
2016
Q3 		$289K Buy
3,583
+3,410
+1,971% +$265K 0.11% 139
2016
Q2 		$14K Hold
173
– – 0.01% 338
2016
Q1 		$15K Hold
173
– – 0.01% 318
2015
Q4 		$14K Hold
173
– – 0.01% 373
2015
Q3 		$13K Hold
173
– – 0.01% 318
2015
Q2 		$14K Sell
173
-17
-9% -$1.35K 0.01% 320
2015
Q1 		$14K Buy
190
+97
+104% +$7.12K 0.01% 318
2014
Q4 		$7K Buy
+93
New +$6.86K ﹤0.01% 410

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

Chicago Partners Investment Group's PSX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Phillips 66 (PSX) stake by 31% in Q2 2026, buying an estimated $817K and bringing the position to 19,950 shares worth $4.13M. The position accounts for 0.08% of the portfolio, ranked #213.

Chicago Partners Investment Group first reported a position in PSX in Q4 2014 and has held it in 44 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Chicago Partners Investment Group held 19,950 shares of Phillips 66 worth $4.13M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,745 Phillips 66 shares in Q2 2026, an estimated $817K.
  • Phillips 66 made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #213 holding.
  • Chicago Partners Investment Group first reported a position in Phillips 66 in Q4 2014 and has held it in 44 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.