CRA Financial Services’s Phillips 66 PSX Stock Holding History

CRA Financial Services’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	$274K	Buy	1,618 +42	+3%	+$7.23K	0.03%	268
2026 Q1	$287K	Buy	+1,576	New	+$247K	0.04%	245
2025 Q4	–	Sell	-1,503	Closed	-$204K	–	302
2025 Q3	$204K	Buy	+1,503	New	+$193K	0.03%	288
2024 Q4	–	Sell	-1,608	Closed	-$211K	–	280
2024 Q3	$211K	Hold	1,608	–	–	0.04%	255
2024 Q2	$227K	Hold	1,608	–	–	0.05%	231
2024 Q1	$263K	Sell	1,608 -67	-4%	-$9.65K	0.06%	199
2023 Q4	$223K	Buy	+1,675	New	+$200K	0.05%	201
2020 Q1	–	Sell	-1,859	Closed	-$207K	–	146
2019 Q4	$207K	Buy	+1,859	New	+$209K	0.11%	138

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CRA Financial Services's PSX Position: Q2 2026 in Review

CRA Financial Services increased its Phillips 66 (PSX) stake by 2.7% in Q2 2026, buying an estimated $7.23K and bringing the position to 1,618 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #268.

CRA Financial Services first reported a position in PSX in Q4 2019 and has held it in 8 quarters since. The position peaked at $287K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

CRA Financial Services held 1,618 shares of Phillips 66 worth $274K as of Q2 2026.
CRA Financial Services bought 42 Phillips 66 shares in Q2 2026, an estimated $7.23K.
Phillips 66 made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #268 holding.
CRA Financial Services first reported a position in Phillips 66 in Q4 2019 and has held it in 8 quarters since.
CRA Financial Services's Phillips 66 position peaked at $287K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.