CCA
PSX icon

Clearwater Capital Advisors’s Phillips 66 PSX Stock Holding History

Clearwater Capital 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 		– Sell
-1,174
Closed -$214K – 192
2026
Q1 		$214K Buy
+1,174
New +$184K 0.02% 170
2025
Q2 		– Sell
-22,097
Closed -$2.73M – 175
2025
Q1 		$2.73M Buy
+22,097
New +$2.72M 0.26% 48
2018
Q2 		– Sell
-502
Closed -$48K – 464
2018
Q1 		$48K Buy
+502
New +$48.9K 0.01% 296

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

Clearwater Capital Advisors's PSX Position: Q2 2026 in Review

Clearwater Capital Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,174 shares — an estimated $214K sold.

Clearwater Capital Advisors first reported a position in PSX in Q1 2018 and held it in 3 quarters. The position peaked at $2.73M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Clearwater Capital Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,174 Phillips 66 shares in Q2 2026, an estimated $214K.
  • Clearwater Capital Advisors first reported a position in Phillips 66 in Q1 2018 and held it in 3 quarters.
  • Clearwater Capital Advisors's Phillips 66 position peaked at $2.73M in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.