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Childress Capital Advisors’s Phillips 66 PSX Stock Holding History

Childress Capital Advisors’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 		$299K Sell
1,640
-14
-0.8% -$2.19K 0.05% 258
2025
Q4 		$213K Buy
1,654
+43
+3% +$5.79K 0.03% 379
2025
Q3 		$219K Buy
+1,611
New +$206K 0.04% 294
2024
Q4 		– Sell
-1,532
Closed -$201K – 230
2024
Q3 		$201K Sell
1,532
-3,967
-72% -$536K 0.05% 230
2024
Q2 		$776K Buy
5,499
+593
+12% +$87.8K 0.22% 71
2024
Q1 		$801K Sell
4,906
-95
-2% -$13.7K 0.23% 68
2023
Q4 		$666K Sell
5,001
-39
-0.8% -$4.66K 0.2% 72
2023
Q3 		$606K Buy
5,040
+1,040
+26% +$117K 0.2% 73
2023
Q2 		$382K Hold
4,000
– – 0.16% 59
2023
Q1 		$406K Sell
4,000
-2,486
-38% -$253K 0.18% 53
2022
Q4 		$675K Buy
6,486
+13
+0.2% +$1.33K 0.22% 70
2022
Q3 		$523K Buy
6,473
+37
+0.6% +$3.15K 0.2% 80
2022
Q2 		$528K Sell
6,436
-78
-1% -$7.22K 0.21% 83
2022
Q1 		$563K Buy
6,514
+85
+1% +$7.15K 0.2% 87
2021
Q4 		$466K Buy
6,429
+333
+5% +$25.2K 0.19% 93
2021
Q3 		$426K Buy
6,096
+511
+9% +$37K 0.17% 107
2021
Q2 		$479K Sell
5,585
-2,211
-28% -$187K 0.22% 79
2021
Q1 		$635K Buy
7,796
+541
+7% +$42.4K 0.29% 61
2020
Q4 		$507K Buy
+7,255
New +$426K 0.3% 40

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

Childress Capital Advisors's PSX Position: Q1 2026 in Review

Childress Capital Advisors reduced its Phillips 66 (PSX) stake by 0.85% in Q1 2026, selling an estimated $2.19K and leaving 1,640 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #258.

Childress Capital Advisors first reported a position in PSX in Q4 2020 and has held it in 19 quarters since. The position peaked at $801K in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Childress Capital Advisors held 1,640 shares of Phillips 66 worth $299K as of Q1 2026.
  • Childress Capital Advisors sold 14 Phillips 66 shares in Q1 2026, an estimated $2.19K.
  • Phillips 66 made up 0.05% of Childress Capital Advisors's portfolio in Q1 2026, its #258 holding.
  • Childress Capital Advisors first reported a position in Phillips 66 in Q4 2020 and has held it in 19 quarters since.
  • Childress Capital Advisors's Phillips 66 position peaked at $801K in Q1 2024.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.