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CWC Advisors’s Phillips 66 PSX Stock Holding History

CWC 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 		$2.09M Sell
12,386
-655
-5% -$113K 0.93% 29
2026
Q1 		$2.38M Sell
13,041
-127
-1% -$19.9K 1.13% 27
2025
Q4 		$1.7M Sell
13,168
-183
-1% -$24.6K 0.82% 33
2025
Q3 		$1.82M Buy
13,351
+80
+0.6% +$10.2K 0.89% 33
2025
Q2 		$1.58M Sell
13,271
-168
-1% -$18.8K 0.82% 33
2025
Q1 		$1.66M Buy
13,439
+3,696
+38% +$456K 0.94% 29
2024
Q4 		$1.11M Buy
9,743
+92
+1% +$11.7K 1.11% 26
2024
Q3 		$1.27M Buy
+9,651
New +$1.3M 1.25% 22

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

CWC Advisors's PSX Position: Q2 2026 in Review

CWC Advisors reduced its Phillips 66 (PSX) stake by 5% in Q2 2026, selling an estimated $113K and leaving 12,386 shares worth $2.09M. The position accounts for 0.93% of the portfolio, ranked #29.

CWC Advisors first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CWC Advisors held 12,386 shares of Phillips 66 worth $2.09M as of Q2 2026.
  • CWC Advisors sold 655 Phillips 66 shares in Q2 2026, an estimated $113K.
  • Phillips 66 made up 0.93% of CWC Advisors's portfolio in Q2 2026, its #29 holding.
  • CWC Advisors first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Phillips 66 position peaked at $2.38M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.