McClarren Financial Advisors’s Phillips 66 PSX Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-647	Closed	-$103K	–	243
2025 Q1	$103K	Buy	+647	New	+$79.7K	0.07%	103
2024 Q4	–	Sell	-655	Closed	-$199	–	286
2024 Q3	$199	Buy	655 +373	+132%	+$50.4K	0.03%	74
2024 Q2	$116K	Sell	282 -543	-66%	-$80.4K	0.08%	101
2024 Q1	$135K	Buy	825 +1	+0.1%	+$144	0.1%	87
2023 Q4	$110K	Buy	824 +5	+0.6%	+$598	0.08%	102
2023 Q3	$98K	Buy	819 +4	+0.5%	+$449	0.09%	102
2023 Q2	$77K	Buy	815 +306	+60%	+$29.7K	0.06%	124
2023 Q1	$51K	Sell	509 -510	-50%	-$51.9K	0.05%	142
2022 Q4	$106K	Buy	1,019 +9	+0.9%	+$921	0.1%	101
2022 Q3	$81K	Buy	+1,010	New	+$86.1K	0.08%	99

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's PSX Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 647 shares — an estimated $103K sold.

McClarren Financial Advisors first reported a position in PSX in Q3 2022 and held it in 10 quarters. The position peaked at $135K in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

McClarren Financial Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 647 Phillips 66 shares in Q2 2025, an estimated $103K.
McClarren Financial Advisors first reported a position in Phillips 66 in Q3 2022 and held it in 10 quarters.
McClarren Financial Advisors's Phillips 66 position peaked at $135K in Q1 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.