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Stratos Investment Management’s Phillips 66 PSX Stock Holding History

Stratos Investment Management’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 		$1.74M Sell
10,316
-21,356
-67% -$3.68M 0.06% 150
2026
Q1 		$5.77M Sell
31,672
-1,056
-3% -$165K 0.23% 87
2025
Q4 		$4.22M Buy
32,728
+442
+1% +$59.5K 0.17% 95
2025
Q3 		$4.39M Buy
32,286
+629
+2% +$80.6K 0.18% 92
2025
Q2 		$3.78M Buy
31,657
+1,974
+7% +$221K 0.17% 98
2025
Q1 		$3.67M Buy
29,683
+5,762
+24% +$710K 0.2% 93
2024
Q4 		$2.73M Sell
23,921
-1,604
-6% -$204K 0.16% 87
2024
Q3 		$3.36M Buy
25,525
+486
+2% +$65.6K 0.23% 85
2024
Q2 		$3.53M Buy
25,039
+1,928
+8% +$285K 0.29% 84
2024
Q1 		$3.78M Sell
23,111
-3,189
-12% -$460K 0.37% 71
2023
Q4 		$3.5M Sell
26,300
-1,341
-5% -$160K 0.41% 63
2023
Q3 		$3.32M Buy
27,641
+933
+3% +$105K 0.5% 56
2023
Q2 		$2.55M Buy
26,708
+659
+3% +$64.1K 0.39% 62
2023
Q1 		$2.64M Sell
26,049
-571
-2% -$58.1K 0.44% 59
2022
Q4 		$2.77M Sell
26,620
-2,300
-8% -$235K 0.49% 59
2022
Q3 		$2.33M Sell
28,920
-578
-2% -$49.3K 0.47% 58
2022
Q2 		$2.42M Sell
29,498
-168
-0.6% -$15.5K 0.46% 61
2022
Q1 		$2.56M Buy
29,666
+26
+0.1% +$2.19K 0.43% 63
2021
Q4 		$2.15M Buy
29,640
+2,581
+10% +$195K 0.34% 72
2021
Q3 		$1.9M Buy
27,059
+5,266
+24% +$381K 0.33% 73
2021
Q2 		$1.87M Buy
21,793
+789
+4% +$66.6K 0.51% 57
2021
Q1 		$1.71M Sell
21,004
-2,578
-11% -$202K 0.54% 58
2020
Q4 		$1.65M Buy
23,582
+2,501
+12% +$147K 0.52% 57
2020
Q3 		$1.09M Buy
21,081
+10,548
+100% +$644K 0.4% 62
2020
Q2 		$757K Buy
10,533
+652
+7% +$46.2K 0.32% 67
2020
Q1 		$530K Buy
+9,881
New +$804K 0.28% 69

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

Stratos Investment Management's PSX Position: Q2 2026 in Review

Stratos Investment Management reduced its Phillips 66 (PSX) stake by 67% in Q2 2026, selling an estimated $3.68M and leaving 10,316 shares worth $1.74M. The position accounts for 0.06% of the portfolio, ranked #150.

Stratos Investment Management first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.77M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stratos Investment Management held 10,316 shares of Phillips 66 worth $1.74M as of Q2 2026.
  • Stratos Investment Management sold 21,356 Phillips 66 shares in Q2 2026, an estimated $3.68M.
  • Phillips 66 made up 0.06% of Stratos Investment Management's portfolio in Q2 2026, its #150 holding.
  • Stratos Investment Management first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • Stratos Investment Management's Phillips 66 position peaked at $5.77M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.