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Clifford Group’s Phillips 66 PSX Stock Holding History

Clifford Group’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
Q1 		$678K Buy
3,722
+407
+12% +$63.8K 0.52% 30
2025
Q4 		$428K Buy
3,315
+64
+2% +$8.61K 0.33% 44
2025
Q3 		$442K Buy
3,251
+219
+7% +$28.1K 0.34% 41
2025
Q2 		$362K Sell
3,032
-363
-11% -$40.7K 0.3% 47
2025
Q1 		$419K Sell
3,395
-640
-16% -$78.9K 0.39% 39
2024
Q4 		$460K Sell
4,035
-274
-6% -$34.9K 0.35% 46
2024
Q3 		$566K Buy
4,309
+241
+6% +$32.5K 0.44% 40
2024
Q2 		$574K Sell
4,068
-34
-0.8% -$5.03K 0.46% 39
2024
Q1 		$670K Sell
4,102
-352
-8% -$50.7K 0.55% 32
2023
Q4 		$593K Sell
4,454
-4
-0.1% -$478 0.55% 36
2023
Q3 		$536K Sell
4,458
-715
-14% -$80.2K 0.58% 35
2023
Q2 		$493K Buy
5,173
+1,357
+36% +$132K 0.53% 48
2023
Q1 		$387K Buy
3,816
+376
+11% +$38.2K 0.47% 49
2022
Q4 		$358K Buy
+3,440
New +$352K 0.45% 56

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clifford Group's PSX Position: Q1 2026 in Review

Clifford Group increased its Phillips 66 (PSX) stake by 12% in Q1 2026, buying an estimated $63.8K and bringing the position to 3,722 shares worth $678K. The position accounts for 0.52% of the portfolio, ranked #30.

Clifford Group first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Clifford Group held 3,722 shares of Phillips 66 worth $678K as of Q1 2026.
  • Clifford Group bought 407 Phillips 66 shares in Q1 2026, an estimated $63.8K.
  • Phillips 66 made up 0.52% of Clifford Group's portfolio in Q1 2026, its #30 holding.
  • Clifford Group first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.