Cladis Investment Advisory’s Phillips 66 PSX Stock Holding History

Cladis Investment Advisory’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	$1.29M	Hold	7,078	–	–	0.71%	44
2025 Q4	$913K	Buy	7,078 +200	+3%	+$26.9K	0.5%	63
2025 Q3	$936K	Buy	6,878 +1	+0%	+$128	0.54%	58
2025 Q2	$820K	Hold	6,877	–	–	0.51%	61
2025 Q1	$849K	Buy	6,877 +40	+0.6%	+$4.93K	0.61%	51
2024 Q4	$779K	Buy	6,837 +1	+0%	+$127	0.55%	59
2024 Q3	$899K	Hold	6,836	–	–	0.62%	51
2024 Q2	$965K	Sell	6,836 -46	-0.7%	-$6.81K	0.7%	44
2024 Q1	$1.12M	Sell	6,882 -89	-1%	-$12.8K	0.82%	40
2023 Q4	$928K	Hold	6,971	–	–	0.73%	43
2023 Q3	$838K	Hold	6,971	–	–	0.73%	46
2023 Q2	$665K	Buy	6,971 +1	+0%	+$97	0.58%	58
2023 Q1	$707K	Hold	6,970	–	–	0.63%	53
2022 Q4	$725K	Hold	6,970	–	–	0.72%	44
2022 Q3	$563K	Buy	6,970 +1	+0%	+$85	0.61%	56
2022 Q2	$571K	Hold	6,969	–	–	0.57%	62
2022 Q1	$602K	Sell	6,969 -20	-0.3%	-$1.68K	0.49%	67
2021 Q4	$506K	Buy	+6,989	New	+$528K	0.41%	76

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cladis Investment Advisory's PSX Position: Q1 2026 in Review

Cladis Investment Advisory held its Phillips 66 (PSX) position steady in Q1 2026 at 7,078 shares worth $1.29M. The position accounts for 0.71% of the portfolio, ranked #44.

Cladis Investment Advisory first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Cladis Investment Advisory held 7,078 shares of Phillips 66 worth $1.29M as of Q1 2026.
Cladis Investment Advisory left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.71% of Cladis Investment Advisory's portfolio in Q1 2026, its #44 holding.
Cladis Investment Advisory first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.