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Colter Lewis Investment Partners’s Phillips 66 PSX Stock Holding History

Colter Lewis Investment Partners’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
-6,277
Closed -$1.14M – 137
2026
Q1 		$1.14M Buy
+6,277
New +$984K 1.08% 22

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Vanguard Portfolio Management
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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

Colter Lewis Investment Partners's PSX Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 6,277 shares — an estimated $1.14M sold.

Colter Lewis Investment Partners first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $1.14M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 6,277 Phillips 66 shares in Q2 2026, an estimated $1.14M.
  • Colter Lewis Investment Partners first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Colter Lewis Investment Partners's Phillips 66 position peaked at $1.14M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.