Choate Investment Advisors’s Phillips 66 PSX Stock Holding History

Choate Investment 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 Q2	$269K	Sell	1,592 -5	-0.3%	-$861	﹤0.01%	413
2026 Q1	$291K	Buy	+1,597	New	+$250K	0.01%	381
2024 Q3	–	Sell	-1,994	Closed	-$281K	–	395
2024 Q2	$281K	Sell	1,994 -9	-0.4%	-$1.33K	0.01%	311
2024 Q1	$327K	Sell	2,003 -570	-22%	-$82.1K	0.01%	323
2023 Q4	$343K	Buy	2,573 +521	+25%	+$62.3K	0.01%	291
2023 Q3	$247K	Buy	+2,052	New	+$230K	0.01%	317
2017 Q4	–	Sell	-2,482	Closed	-$227K	–	245
2017 Q3	$227K	Sell	2,482 -87	-3%	-$7.37K	0.01%	230
2017 Q2	$212K	Hold	2,569	–	–	0.01%	233
2017 Q1	$204K	Buy	+2,569	New	+$207K	0.01%	245

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

Choate Investment Advisors's PSX Position: Q2 2026 in Review

Choate Investment Advisors reduced its Phillips 66 (PSX) stake by 0.31% in Q2 2026, selling an estimated $861 and leaving 1,592 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Choate Investment Advisors first reported a position in PSX in Q1 2017 and has held it in 9 quarters since. The position peaked at $343K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Choate Investment Advisors held 1,592 shares of Phillips 66 worth $269K as of Q2 2026.
Choate Investment Advisors sold 5 Phillips 66 shares in Q2 2026, an estimated $861.
Phillips 66 made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #413 holding.
Choate Investment Advisors first reported a position in Phillips 66 in Q1 2017 and has held it in 9 quarters since.
Choate Investment Advisors's Phillips 66 position peaked at $343K in Q4 2023.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.