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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
Q2 		$259K Buy
1,531
+73
+5% +$12.6K 0.03% 448
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Claro Advisors's PSX Position: Q2 2026 in Review

Claro Advisors increased its Phillips 66 (PSX) stake by 5% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,531 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #448.

Claro Advisors first reported a position in PSX in Q4 2018 and has held it in 8 quarters since. The position peaked at $284K in Q1 2024. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Claro Advisors held 1,531 shares of Phillips 66 worth $259K as of Q2 2026.
  • Claro Advisors bought 73 Phillips 66 shares in Q2 2026, an estimated $12.6K.
  • Phillips 66 made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #448 holding.
  • Claro Advisors first reported a position in Phillips 66 in Q4 2018 and has held it in 8 quarters since.
  • Claro Advisors's Phillips 66 position peaked at $284K in Q1 2024.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.