CX Institutional’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $987K | Sell |
5,839
-268
| -4% | -$46.1K | 0.03% | 337 |
|
|
2026
Q1 | $1.11M | Buy |
6,107
+2,000
| +49% | +$313K | 0.03% | 322 |
|
|
2025
Q4 | $530K | Sell |
4,107
-85
| -2% | -$11.4K | 0.02% | 407 |
|
|
2025
Q3 | $570K | Buy |
4,192
+1,145
| +38% | +$147K | 0.02% | 406 |
|
|
2025
Q2 | $363K | Sell |
3,047
-595
| -16% | -$66.7K | 0.01% | 451 |
|
|
2025
Q1 | $450K | Buy |
3,642
+469
| +15% | +$57.8K | 0.02% | 396 |
|
|
2024
Q4 | $362K | Buy |
3,173
+233
| +8% | +$29.6K | 0.01% | 401 |
|
|
2024
Q3 | $386K | Sell |
2,940
-507
| -15% | -$68.5K | 0.02% | 418 |
|
|
2024
Q2 | $487K | Sell |
3,447
-30
| -0.9% | -$4.44K | 0.02% | 374 |
|
|
2024
Q1 | $568K | Buy |
3,477
+134
| +4% | +$19.3K | 0.03% | 353 |
|
|
2023
Q4 | $445K | Sell |
3,343
-63
| -2% | -$7.53K | 0.02% | 340 |
|
|
2023
Q3 | $409K | Sell |
3,406
-30,676
| -90% | -$3.44M | 0.02% | 355 |
|
|
2023
Q2 | $3.25M | Buy |
34,082
+30,896
| +970% | +$3M | 0.17% | 176 |
|
|
2023
Q1 | $327K | Buy |
3,186
+504
| +19% | +$51.2K | 0.02% | 402 |
|
|
2022
Q4 | $279K | Buy |
+2,682
| New | +$274K | 0.02% | 445 |
|
|
2022
Q3 | – | Sell |
-1,466
| Closed | -$120K | – | 971 |
|
|
2022
Q2 | $120K | Buy |
+1,466
| New | +$136K | 0.01% | 523 |
|
|
2021
Q4 | – | Sell |
-805
| Closed | -$56K | – | 773 |
|
|
2021
Q3 | $56K | Sell |
805
-197
| -20% | -$14.3K | ﹤0.01% | 559 |
|
|
2021
Q2 | $86K | Buy |
1,002
+97
| +11% | +$8.19K | 0.01% | 459 |
|
|
2021
Q1 | $74K | Sell |
905
-4,409
| -83% | -$346K | 0.01% | 421 |
|
|
2020
Q4 | $371K | Sell |
5,314
-22,196
| -81% | -$1.3M | 0.04% | 250 |
|
|
2020
Q3 | $1.43M | Sell |
27,510
-14,990
| -35% | -$915K | 0.15% | 157 |
|
|
2020
Q2 | $3.05M | Buy |
42,500
+6,132
| +17% | +$434K | 0.4% | 54 |
|
|
2020
Q1 | $1.95M | Sell |
36,368
-23,706
| -39% | -$1.93M | 0.32% | 70 |
|
|
2019
Q4 | $6.69M | Buy |
60,074
+15,584
| +35% | +$1.75M | 1.17% | 25 |
|
|
2019
Q3 | $4.56M | Buy |
+44,490
| New | +$4.46M | 0.74% | 35 |
|
|
2019
Q2 | – | Sell |
-66,946
| Closed | -$6.37M | – | 984 |
|
|
2019
Q1 | $6.37M | Buy |
66,946
+66,488
| +14,517% | +$6.32M | 1.12% | 29 |
|
|
2018
Q4 | $39K | Sell |
458
-12,792
| -97% | -$1.25M | 0.01% | 279 |
|
|
2018
Q3 | $1.49M | Buy |
13,250
+440
| +3% | +$50.9K | 0.49% | 62 |
|
|
2018
Q2 | $1.44M | Buy |
+12,810
| New | +$1.44M | 0.53% | 53 |
|
Other funds holding PSX
EIM
CX Institutional's PSX Position: Q2 2026 in Review
CX Institutional reduced its Phillips 66 (PSX) stake by 4.4% in Q2 2026, selling an estimated $46.1K and leaving 5,839 shares worth $987K. The position accounts for 0.03% of the portfolio, ranked #337.
CX Institutional first reported a position in PSX in Q2 2018 and has held it in 29 quarters since. The position peaked at $6.69M in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- CX Institutional held 5,839 shares of Phillips 66 worth $987K as of Q2 2026.
- CX Institutional sold 268 Phillips 66 shares in Q2 2026, an estimated $46.1K.
- Phillips 66 made up 0.03% of CX Institutional's portfolio in Q2 2026, its #337 holding.
- CX Institutional first reported a position in Phillips 66 in Q2 2018 and has held it in 29 quarters since.
- CX Institutional's Phillips 66 position peaked at $6.69M in Q4 2019.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.