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Clarity Financial’s Phillips 66 PSX Stock Holding History

Clarity Financial’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 		$653K Buy
+3,861
New +$665K 0.06% 67
2024
Q4 		– Sell
-1,596
Closed -$210K – 151
2024
Q3 		$210K Sell
1,596
-127
-7% -$17.1K 0.02% 147
2024
Q2 		$243K Buy
1,723
+23
+1% +$3.4K 0.04% 109
2024
Q1 		$278K Buy
+1,700
New +$245K 0.04% 101

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Clarity Financial's PSX Position: Q2 2026 in Review

Clarity Financial opened a new position in Phillips 66 (PSX) in Q2 2026: 3,861 shares worth $653K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings. This is a return to the name: Clarity Financial previously reported a position in PSX as recently as Q3 2024.

Clarity Financial first reported a position in PSX in Q1 2024 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Clarity Financial held 3,861 shares of Phillips 66 worth $653K as of Q2 2026.
  • Phillips 66 was a new Clarity Financial position in Q2 2026.
  • Phillips 66 made up 0.06% of Clarity Financial's portfolio in Q2 2026, its #67 holding.
  • Clarity Financial first reported a position in Phillips 66 in Q1 2024 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.