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Advisors Capital Management’s Phillips 66 PSX Stock Holding History

Advisors Capital 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 		$13.8M Buy
81,597
+2,759
+3% +$475K 0.15% 151
2026
Q1 		$14.4M Buy
78,838
+4,987
+7% +$781K 0.17% 144
2025
Q4 		$9.53M Buy
73,851
+6,164
+9% +$830K 0.11% 174
2025
Q3 		$9.21M Buy
67,687
+1,488
+2% +$191K 0.11% 168
2025
Q2 		$7.9M Buy
66,199
+2,766
+4% +$310K 0.11% 168
2025
Q1 		$7.83M Buy
63,433
+4,002
+7% +$493K 0.12% 159
2024
Q4 		$6.77M Buy
59,431
+2,019
+4% +$257K 0.11% 169
2024
Q3 		$7.55M Buy
57,412
+1,263
+2% +$171K 0.12% 161
2024
Q2 		$7.93M Buy
56,149
+625
+1% +$92.5K 0.14% 150
2024
Q1 		$9.07M Buy
55,524
+1,527
+3% +$220K 0.17% 144
2023
Q4 		$7.19M Buy
53,997
+458
+0.9% +$54.7K 0.15% 146
2023
Q3 		$6.43M Buy
53,539
+3,309
+7% +$371K 0.16% 135
2023
Q2 		$4.79M Buy
50,230
+1,886
+4% +$183K 0.11% 162
2023
Q1 		$4.9M Buy
48,344
+44,484
+1,152% +$4.52M 0.13% 153
2022
Q4 		$402K Buy
3,860
+1,684
+77% +$172K 0.01% 335
2022
Q3 		$240K Buy
+2,176
New +$185K 0.01% 420
2020
Q2 		– Sell
-21,314
Closed -$1.14M – 312
2020
Q1 		$1.14M Buy
21,314
+8,348
+64% +$679K 0.07% 167
2019
Q4 		$1.44M Sell
12,966
-19
-0.1% -$2.13K 0.07% 199
2019
Q3 		$1.33M Buy
12,985
+1,191
+10% +$119K 0.07% 184
2019
Q2 		$1.1M Buy
11,794
+1,109
+10% +$99.5K 0.07% 183
2019
Q1 		$1.02M Buy
10,685
+1,707
+19% +$162K 0.06% 184
2018
Q4 		$773K Buy
+8,978
New +$877K 0.06% 191

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

Advisors Capital Management's PSX Position: Q2 2026 in Review

Advisors Capital Management increased its Phillips 66 (PSX) stake by 3.5% in Q2 2026, buying an estimated $475K and bringing the position to 81,597 shares worth $13.8M. The position accounts for 0.15% of the portfolio, ranked #151.

Advisors Capital Management first reported a position in PSX in Q4 2018 and has held it in 22 quarters since. The position peaked at $14.4M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Advisors Capital Management held 81,597 shares of Phillips 66 worth $13.8M as of Q2 2026.
  • Advisors Capital Management bought 2,759 Phillips 66 shares in Q2 2026, an estimated $475K.
  • Phillips 66 made up 0.15% of Advisors Capital Management's portfolio in Q2 2026, its #151 holding.
  • Advisors Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 22 quarters since.
  • Advisors Capital Management's Phillips 66 position peaked at $14.4M in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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