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Schear Investment Advisers’s Phillips 66 PSX Stock Holding History

Schear Investment Advisers’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 		$275K Buy
1,626
+422
+35% +$72.6K 0.09% 77
2026
Q1 		$219K Buy
+1,204
New +$189K 0.1% 74
2025
Q2 		– Sell
-1,645
Closed -$203K – 91
2025
Q1 		$203K Sell
1,645
-4,723
-74% -$582K 0.12% 89
2024
Q4 		$726K Sell
6,368
-554
-8% -$70.5K 0.39% 64
2024
Q3 		$910K Buy
6,922
+428
+7% +$57.8K 0.56% 58
2024
Q2 		$917K Buy
6,494
+342
+6% +$50.6K 0.66% 54
2024
Q1 		$1M Buy
6,152
+1,251
+26% +$180K 0.81% 44
2023
Q4 		$653K Buy
4,901
+29
+0.6% +$3.47K 0.63% 47
2023
Q3 		$585K Sell
4,872
-253
-5% -$28.4K 0.63% 49
2023
Q2 		$489K Sell
5,125
-131
-2% -$12.7K 0.52% 58
2023
Q1 		$533K Buy
5,256
+100
+2% +$10.2K 0.64% 55
2022
Q4 		$537K Buy
+5,156
New +$527K 0.66% 55

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

Schear Investment Advisers's PSX Position: Q2 2026 in Review

Schear Investment Advisers increased its Phillips 66 (PSX) stake by 35% in Q2 2026, buying an estimated $72.6K and bringing the position to 1,626 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #77.

Schear Investment Advisers first reported a position in PSX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Schear Investment Advisers held 1,626 shares of Phillips 66 worth $275K as of Q2 2026.
  • Schear Investment Advisers bought 422 Phillips 66 shares in Q2 2026, an estimated $72.6K.
  • Phillips 66 made up 0.09% of Schear Investment Advisers's portfolio in Q2 2026, its #77 holding.
  • Schear Investment Advisers first reported a position in Phillips 66 in Q4 2022 and has held it in 12 quarters since.
  • Schear Investment Advisers's Phillips 66 position peaked at $1M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.