Clear Harbor Asset Management’s Phillips 66 PSX Stock Holding History

Clear Harbor Asset Management’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	$527K	Sell	3,117 -685	-18%	-$118K	0.03%	302
2026 Q1	$693K	Sell	3,802 -12	-0.3%	-$1.88K	0.05%	267
2025 Q4	$492K	Sell	3,814 -14	-0.4%	-$1.88K	0.03%	297
2025 Q3	$521K	Sell	3,828 -212	-5%	-$27.2K	0.04%	281
2025 Q2	$482K	Sell	4,040 -29	-0.7%	-$3.25K	0.04%	277
2025 Q1	$502K	Buy	4,069 +805	+25%	+$99.2K	0.04%	261
2024 Q4	$372K	Buy	+3,264	New	+$415K	0.03%	285
2020 Q4	–	Sell	-1,375	Closed	-$71.3K	–	630
2020 Q3	$71.3K	Buy	+1,375	New	+$83.9K	0.01%	352
2020 Q1	–	Sell	-1,375	Closed	-$153K	–	589
2019 Q4	$153K	Buy	+1,375	New	+$154K	0.03%	287

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 $3.37T AUM 44.26% 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

Clear Harbor Asset Management's PSX Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Phillips 66 (PSX) stake by 18% in Q2 2026, selling an estimated $118K and leaving 3,117 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #302.

Clear Harbor Asset Management first reported a position in PSX in Q4 2019 and has held it in 9 quarters since. The position peaked at $693K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Clear Harbor Asset Management held 3,117 shares of Phillips 66 worth $527K as of Q2 2026.
Clear Harbor Asset Management sold 685 Phillips 66 shares in Q2 2026, an estimated $118K.
Phillips 66 made up 0.03% of Clear Harbor Asset Management's portfolio in Q2 2026, its #302 holding.
Clear Harbor Asset Management first reported a position in Phillips 66 in Q4 2019 and has held it in 9 quarters since.
Clear Harbor Asset Management's Phillips 66 position peaked at $693K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.