Clearstead Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $112K | Hold |
660
| – | – | 0.01% | 240 |
|
|
2026
Q1 | $120K | Hold |
660
| – | – | 0.02% | 224 |
|
|
2025
Q4 | $85.2K | Hold |
660
| – | – | 0.01% | 269 |
|
|
2025
Q3 | $89.8K | Buy |
660
+222
| +51% | +$28.4K | 0.02% | 255 |
|
|
2025
Q2 | $52.3K | Buy |
438
+102
| +30% | +$11.4K | 0.01% | 312 |
|
|
2025
Q1 | $41.5K | Buy |
336
+86
| +34% | +$10.6K | 0.01% | 292 |
|
|
2024
Q4 | $28.5K | Hold |
250
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $32.9K | Hold |
250
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $35.3K | Hold |
250
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $40.8K | Hold |
250
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $33.3K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $30K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $25.3K | Hold |
250
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $25.3K | Hold |
250
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $26K | Hold |
250
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $20K | Hold |
250
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $22K | Hold |
250
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | 0.01% | 150 |
|
|
2021
Q3 | $18K | Hold |
250
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $21K | Buy |
+250
| New | +$21.1K | 0.01% | 133 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$17K | – | 150 |
|
|
2020
Q4 | $17K | Hold |
250
| – | – | 0.01% | 145 |
|
|
2020
Q3 | $13K | Hold |
250
| – | – | 0.01% | 133 |
|
|
2020
Q2 | $18K | Hold |
250
| – | – | 0.02% | 132 |
|
|
2020
Q1 | $13K | Hold |
250
| – | – | 0.01% | 151 |
|
|
2019
Q4 | $28K | Sell |
250
-75
| -23% | -$8.43K | 0.02% | 142 |
|
|
2019
Q3 | $33K | Hold |
325
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $30K | Hold |
325
| – | – | 0.02% | 142 |
|
|
2019
Q1 | $31K | Hold |
325
| – | – | 0.03% | 140 |
|
|
2018
Q4 | $28K | Hold |
325
| – | – | 0.03% | 153 |
|
|
2018
Q3 | $37K | Hold |
325
| – | – | 0.03% | 140 |
|
|
2018
Q2 | $37K | Buy |
+325
| New | +$36.5K | 0.03% | 146 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$25K | – | 173 |
|
|
2017
Q4 | $25K | Hold |
250
| – | – | 0.02% | 161 |
|
|
2017
Q3 | $23K | Sell |
250
-685
| -73% | -$58K | 0.02% | 177 |
|
|
2017
Q2 | $77K | Buy |
+935
| New | +$73.4K | 0.06% | 139 |
|
Other funds holding PSX
EIM
Clearstead Trust's PSX Position: Q2 2026 in Review
Clearstead Trust held its Phillips 66 (PSX) position steady in Q2 2026 at 660 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #240.
Clearstead Trust first reported a position in PSX in Q2 2017 and has held it in 35 quarters since. The position peaked at $120K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Clearstead Trust held 660 shares of Phillips 66 worth $112K as of Q2 2026.
- Clearstead Trust left its Phillips 66 share count unchanged in Q2 2026.
- Phillips 66 made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #240 holding.
- Clearstead Trust first reported a position in Phillips 66 in Q2 2017 and has held it in 35 quarters since.
- Clearstead Trust's Phillips 66 position peaked at $120K in Q1 2026.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.