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Altrius Capital Management’s Phillips 66 PSX Stock Holding History

Altrius 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 		$6.57M Sell
38,879
-465
-1% -$80K 1.25% 37
2026
Q1 		$7.17M Sell
39,344
-663
-2% -$104K 1.43% 28
2025
Q4 		$5.16M Sell
40,007
-334
-0.8% -$45K 1.09% 49
2025
Q3 		$5.49M Buy
40,341
+772
+2% +$98.9K 1.25% 34
2025
Q2 		$4.72M Buy
39,569
+3,714
+10% +$416K 1.1% 44
2025
Q1 		$4.43M Buy
35,855
+1,409
+4% +$174K 1.08% 53
2024
Q4 		$3.92M Buy
34,446
+1,881
+6% +$239K 1.06% 61
2024
Q3 		$4.28M Buy
32,565
+3,004
+10% +$406K 1.07% 60
2024
Q2 		$4.17M Buy
29,561
+400
+1% +$59.2K 1.1% 54
2024
Q1 		$4.76M Sell
29,161
-7,559
-21% -$1.09M 1.2% 35
2023
Q4 		$4.89M Sell
36,720
-944
-3% -$113K 1.36% 28
2023
Q3 		$4.53M Sell
37,664
-258
-0.7% -$29K 1.34% 29
2023
Q2 		$3.62M Buy
37,922
+425
+1% +$41.3K 1.07% 39
2023
Q1 		$3.8M Buy
37,497
+78
+0.2% +$7.93K 1.16% 31
2022
Q4 		$3.89M Sell
37,419
-1,236
-3% -$126K 1.22% 29
2022
Q3 		$3.12M Sell
38,655
-12,041
-24% -$1.03M 1.19% 30
2022
Q2 		$4.16M Buy
+50,696
New +$4.69M 1.35% 32

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

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

Altrius Capital Management reduced its Phillips 66 (PSX) stake by 1.2% in Q2 2026, selling an estimated $80K and leaving 38,879 shares worth $6.57M. The position accounts for 1.25% of the portfolio, ranked #37.

Altrius Capital Management first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.17M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Altrius Capital Management held 38,879 shares of Phillips 66 worth $6.57M as of Q2 2026.
  • Altrius Capital Management sold 465 Phillips 66 shares in Q2 2026, an estimated $80K.
  • Phillips 66 made up 1.25% of Altrius Capital Management's portfolio in Q2 2026, its #37 holding.
  • Altrius Capital Management first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • Altrius Capital Management's Phillips 66 position peaked at $7.17M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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