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Claro Advisors’s Phillips 66 PSX Stock Holding History

Claro 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
Q1 		$266K Buy
+1,458
New +$228K 0.03% 409
2024
Q3 		– Sell
-1,931
Closed -$273K – 526
2024
Q2 		$273K Buy
1,931
+193
+11% +$28.6K 0.04% 344
2024
Q1 		$284K Buy
1,738
+75
+5% +$10.8K 0.05% 332
2023
Q4 		$221K Buy
+1,663
New +$199K 0.05% 359
2020
Q1 		– Sell
-2,235
Closed -$249K – 181
2019
Q4 		$249K Buy
2,235
+150
+7% +$16.9K 0.19% 134
2019
Q3 		$214K Buy
+2,085
New +$209K 0.19% 146
2019
Q1 		– Sell
-1,037
Closed -$117K – 745
2018
Q4 		$117K Buy
+1,037
New +$101K 0.09% 203

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claro Advisors's PSX Position: Q1 2026 in Review

Claro Advisors opened a new position in Phillips 66 (PSX) in Q1 2026: 1,458 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Claro Advisors previously reported a position in PSX as recently as Q2 2024.

Claro Advisors first reported a position in PSX in Q4 2018 and has held it in 7 quarters since. The position peaked at $284K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Claro Advisors held 1,458 shares of Phillips 66 worth $266K as of Q1 2026.
  • Phillips 66 was a new Claro Advisors position in Q1 2026.
  • Phillips 66 made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #409 holding.
  • Claro Advisors first reported a position in Phillips 66 in Q4 2018 and has held it in 7 quarters since.
  • Claro Advisors's Phillips 66 position peaked at $284K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.