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CVA Family Office’s Phillips 66 PSX Stock Holding History

CVA Family Office’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 		$208K Sell
1,231
-19
-2% -$3.27K 0.02% 329
2026
Q1 		$228K Buy
1,250
+293
+31% +$45.9K 0.02% 307
2025
Q4 		$123K Hold
957
– – 0.01% 379
2025
Q3 		$130K Buy
957
+15
+2% +$1.92K 0.02% 373
2025
Q2 		$112K Buy
942
+86
+10% +$9.63K 0.02% 386
2025
Q1 		$106K Sell
856
-110
-11% -$13.6K 0.02% 381
2024
Q4 		$110K Buy
966
+102
+12% +$13K 0.02% 373
2024
Q3 		$114K Sell
864
-2
-0.2% -$270 0.02% 347
2024
Q2 		$122K Sell
866
-21
-2% -$3.11K 0.02% 325
2024
Q1 		$145K Buy
887
+3
+0.3% +$432 0.03% 296
2023
Q4 		$118K Buy
+884
New +$106K 0.02% 313
2023
Q3 		– Sell
-887
Closed -$84.6K – 770
2023
Q2 		$84.6K Buy
887
+99
+13% +$9.62K 0.02% 338
2023
Q1 		$79.9K Buy
788
+100
+15% +$10.2K 0.02% 344
2022
Q4 		$71.6K Buy
688
+20
+3% +$2.05K 0.02% 337
2022
Q3 		$54K Buy
668
+150
+29% +$12.8K 0.01% 347
2022
Q2 		$42K Sell
518
-65
-11% -$6.01K 0.01% 405
2022
Q1 		$50K Buy
583
+65
+13% +$5.47K 0.01% 399
2021
Q4 		$38K Buy
518
+415
+403% +$31.4K 0.01% 411
2021
Q3 		$5K Sell
103
-610
-86% -$44.2K ﹤0.01% 322
2021
Q2 		$61K Buy
713
+525
+279% +$44.3K 0.02% 335
2021
Q1 		$15K Buy
188
+85
+83% +$6.67K 0.01% 465
2020
Q4 		$7K Hold
103
– – ﹤0.01% 312
2020
Q3 		$5K Hold
103
– – ﹤0.01% 322
2020
Q2 		$7K Hold
103
– – 0.01% 274
2020
Q1 		$6K Buy
+103
New +$8.38K 0.01% 267

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

CVA Family Office's PSX Position: Q2 2026 in Review

CVA Family Office reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2026, selling an estimated $3.27K and leaving 1,231 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #329.

CVA Family Office first reported a position in PSX in Q1 2020 and has held it in 25 quarters since. The position peaked at $228K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CVA Family Office held 1,231 shares of Phillips 66 worth $208K as of Q2 2026.
  • CVA Family Office sold 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #329 holding.
  • CVA Family Office first reported a position in Phillips 66 in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Phillips 66 position peaked at $228K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.