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Clear Investment Research’s Phillips 66 PSX Stock Holding History

Clear Investment Research’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 		– Sell
-197
Closed -$35.9K – 175
2026
Q1 		$35.9K Buy
+197
New +$30.9K 0.06% 125
2025
Q4 		– Sell
-197
Closed -$26.8K – 184
2025
Q3 		$26.8K Buy
197
+58
+42% +$7.43K 0.04% 149
2025
Q2 		$16.6K Hold
139
– – 0.02% 149
2025
Q1 		$17.2K Hold
139
– – 0.02% 146
2024
Q4 		$15.9K Hold
139
– – 0.02% 145
2024
Q3 		$18.3K Hold
139
– – 0.02% 143
2024
Q2 		$19.6K Buy
139
+1
+0.7% +$148 0.03% 135
2024
Q1 		$22.5K Buy
138
+1
+0.7% +$144 0.03% 133
2023
Q4 		$18.2K Buy
+137
New +$16.4K 0.03% 152

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

Clear Investment Research's PSX Position: Q2 2026 in Review

Clear Investment Research sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 197 shares — an estimated $35.9K sold.

Clear Investment Research first reported a position in PSX in Q4 2023 and held it in 9 quarters. The position peaked at $35.9K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Clear Investment Research reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 197 Phillips 66 shares in Q2 2026, an estimated $35.9K.
  • Clear Investment Research first reported a position in Phillips 66 in Q4 2023 and held it in 9 quarters.
  • Clear Investment Research's Phillips 66 position peaked at $35.9K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.