CCMI
PSX icon

Creative Capital Management Investments’s Phillips 66 PSX Stock Holding History

Creative Capital Management Investments’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 		$24.2K Buy
143
+43
+43% +$7.4K 0.01% 224
2026
Q1 		$18.2K Hold
100
– – 0.01% 182
2025
Q4 		$12.9K Hold
100
– – ﹤0.01% 195
2025
Q3 		$13.6K Hold
100
– – ﹤0.01% 185
2025
Q2 		$11.9K Hold
100
– – ﹤0.01% 208
2025
Q1 		$12.3K Sell
100
-17
-15% -$2.1K ﹤0.01% 179
2024
Q4 		$13.3K Buy
117
+17
+17% +$2.16K 0.01% 177
2024
Q3 		$13.1K Hold
100
– – 0.01% 158
2024
Q2 		$14.1K Buy
+100
New +$14.8K 0.01% 146

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

Creative Capital Management Investments's PSX Position: Q2 2026 in Review

Creative Capital Management Investments increased its Phillips 66 (PSX) stake by 43% in Q2 2026, buying an estimated $7.4K and bringing the position to 143 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #224.

Creative Capital Management Investments first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Creative Capital Management Investments held 143 shares of Phillips 66 worth $24.2K as of Q2 2026.
  • Creative Capital Management Investments bought 43 Phillips 66 shares in Q2 2026, an estimated $7.4K.
  • Phillips 66 made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #224 holding.
  • Creative Capital Management Investments first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.