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Crewe Advisors’s Phillips 66 PSX Stock Holding History

Crewe Advisors’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 		$46K Buy
272
+194
+249% +$33.4K ﹤0.01% 455
2026
Q1 		$14.2K Buy
78
+16
+26% +$2.51K ﹤0.01% 579
2025
Q4 		$8K Hold
62
– – ﹤0.01% 663
2025
Q3 		$8.43K Buy
62
+17
+38% +$2.18K ﹤0.01% 660
2025
Q2 		$5.37K Hold
45
– – ﹤0.01% 525
2025
Q1 		$5.56K Sell
45
-11
-20% -$1.36K ﹤0.01% 470
2024
Q4 		$6.38K Sell
56
-1
-2% -$127 ﹤0.01% 462
2024
Q3 		$7.49K Buy
57
+4
+8% +$540 ﹤0.01% 527
2024
Q2 		$7.48K Sell
53
-99
-65% -$14.7K ﹤0.01% 734
2024
Q1 		$24.8K Buy
+152
New +$21.9K ﹤0.01% 467
2023
Q3 		– Sell
-102
Closed -$9.73K – 848
2023
Q2 		$9.73K Buy
102
+2
+2% +$194 ﹤0.01% 411
2023
Q1 		$10.1K Sell
100
-20
-17% -$2.03K ﹤0.01% 546
2022
Q4 		$12.5K Buy
120
+47
+64% +$4.81K ﹤0.01% 514
2022
Q3 		$6K Buy
73
+13
+22% +$1.11K ﹤0.01% 814
2022
Q2 		$5K Buy
+60
New +$5.55K ﹤0.01% 771
2020
Q4 		– Sell
-207
Closed -$11K – 603
2020
Q3 		$11K Sell
207
-197
-49% -$12K 0.01% 239
2020
Q2 		$29K Sell
404
-86
-18% -$6.09K 0.01% 126
2020
Q1 		$26K Sell
490
-2
-0.4% -$163 0.02% 114
2019
Q4 		$55K Sell
492
-840
-63% -$94.4K 0.02% 109
2019
Q3 		$136K Sell
1,332
-2,263
-63% -$227K 0.06% 68
2019
Q2 		$336K Buy
3,595
+2,342
+187% +$210K 0.11% 56
2019
Q1 		$119K Buy
1,253
+761
+155% +$72.3K 0.04% 80
2018
Q4 		$42K Hold
492
– – 0.01% 122
2018
Q3 		$55K Sell
492
-115
-19% -$13.3K 0.05% 111
2018
Q2 		$68K Buy
607
+227
+60% +$25.5K 0.06% 100
2018
Q1 		$36K Hold
380
– – 0.04% 137
2017
Q4 		$38K Buy
+380
New +$36.1K 0.04% 139

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

Crewe Advisors's PSX Position: Q2 2026 in Review

Crewe Advisors increased its Phillips 66 (PSX) stake by 249% in Q2 2026, buying an estimated $33.4K and bringing the position to 272 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Crewe Advisors first reported a position in PSX in Q4 2017 and has held it in 27 quarters since. The position peaked at $336K in Q2 2019. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Crewe Advisors held 272 shares of Phillips 66 worth $46K as of Q2 2026.
  • Crewe Advisors bought 194 Phillips 66 shares in Q2 2026, an estimated $33.4K.
  • Phillips 66 made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #455 holding.
  • Crewe Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 27 quarters since.
  • Crewe Advisors's Phillips 66 position peaked at $336K in Q2 2019.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.