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 Q2	$1.2M	Buy	7,079 +1	+0%	+$172	0.56%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cladis Investment Advisory's PSX Position: Q2 2026 in Review

Cladis Investment Advisory increased its Phillips 66 (PSX) stake by 0.01% in Q2 2026, buying an estimated $172 and bringing the position to 7,079 shares worth $1.2M. The position accounts for 0.56% of the portfolio, ranked #57.

Cladis Investment Advisory first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cladis Investment Advisory held 7,079 shares of Phillips 66 worth $1.2M as of Q2 2026.
Cladis Investment Advisory bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.56% of Cladis Investment Advisory's portfolio in Q2 2026, its #57 holding.
Cladis Investment Advisory first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's Phillips 66 position peaked at $1.29M in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.