Clark Wealth Partners
PSX icon

Clark Wealth Partners’s Phillips 66 PSX Stock Holding History

Clark Wealth Partners’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
Q3 		$131K Sell
513
-217
-30% -$49.6K 0.07% 79
2026
Q2 		$123K Buy
730
+5
+0.7% +$861 0.07% 70
2026
Q1 		$132K Buy
725
+5
+0.7% +$784 0.09% 62
2025
Q4 		$92.9K Hold
720
– – 0.06% 74
2025
Q3 		$92.9K Buy
720
+12
+2% +$1.54K 0.06% 74
2025
Q2 		$84.4K Buy
708
+8
+1% +$896 0.06% 64
2025
Q1 		$86.5K Buy
700
+27
+4% +$3.33K 0.06% 67
2024
Q4 		$76.7K Buy
+673
New +$85.6K 0.06% 61

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clark Wealth Partners's PSX Position: Q3 2026 in Review

Clark Wealth Partners reduced its Phillips 66 (PSX) stake by 30% in Q3 2026, selling an estimated $49.6K and leaving 513 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #79.

Clark Wealth Partners first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $132K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Clark Wealth Partners held 513 shares of Phillips 66 worth $131K as of Q3 2026.
  • Clark Wealth Partners sold 217 Phillips 66 shares in Q3 2026, an estimated $49.6K.
  • Phillips 66 made up 0.07% of Clark Wealth Partners's portfolio in Q3 2026, its #79 holding.
  • Clark Wealth Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Phillips 66 position peaked at $132K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.