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AlphaCore Capital’s Phillips 66 PSX Stock Holding History

AlphaCore Capital’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 		$3.01M Buy
17,816
+7,937
+80% +$1.37M 0.06% 252
2026
Q1 		$1.8M Buy
9,879
+977
+11% +$153K 0.04% 272
2025
Q4 		$1.15M Buy
8,902
+2,935
+49% +$395K 0.03% 383
2025
Q3 		$812K Buy
5,967
+1,185
+25% +$152K 0.03% 343
2025
Q2 		$570K Buy
4,782
+2,866
+150% +$321K 0.02% 354
2025
Q1 		$237K Buy
+1,916
New +$236K 0.02% 411
2024
Q4 		– Sell
-4,974
Closed -$654K – 275
2024
Q3 		$654K Buy
4,974
+451
+10% +$60.9K 0.15% 96
2024
Q2 		$639K Buy
4,523
+2,583
+133% +$382K 0.15% 91
2024
Q1 		$317K Buy
+1,940
New +$280K 0.08% 123

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

AlphaCore Capital's PSX Position: Q2 2026 in Review

AlphaCore Capital increased its Phillips 66 (PSX) stake by 80% in Q2 2026, buying an estimated $1.37M and bringing the position to 17,816 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #252.

AlphaCore Capital first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • AlphaCore Capital held 17,816 shares of Phillips 66 worth $3.01M as of Q2 2026.
  • AlphaCore Capital bought 7,937 Phillips 66 shares in Q2 2026, an estimated $1.37M.
  • Phillips 66 made up 0.06% of AlphaCore Capital's portfolio in Q2 2026, its #252 holding.
  • AlphaCore Capital first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.