CG
PSX icon

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
Q2 		$579K Sell
3,427
-295
-8% -$50.8K 0.4% 39
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 $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

Clifford Group's PSX Position: Q2 2026 in Review

Clifford Group reduced its Phillips 66 (PSX) stake by 7.9% in Q2 2026, selling an estimated $50.8K and leaving 3,427 shares worth $579K. The position accounts for 0.4% of the portfolio, ranked #39.

Clifford Group first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Clifford Group held 3,427 shares of Phillips 66 worth $579K as of Q2 2026.
  • Clifford Group sold 295 Phillips 66 shares in Q2 2026, an estimated $50.8K.
  • Phillips 66 made up 0.4% of Clifford Group's portfolio in Q2 2026, its #39 holding.
  • Clifford Group first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's Phillips 66 position peaked at $678K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.