American Capital Advisory’s Phillips 66 PSX Stock Holding History

American Capital Advisory’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	$179K	Sell	1,059 -9	-0.8%	-$1.55K	0.07%	111
2026 Q1	$195K	Buy	1,068 +6	+0.6%	+$940	0.08%	100
2025 Q4	$137K	Buy	1,062 +3	+0.3%	+$404	0.06%	129
2025 Q3	$144K	Buy	1,059 +2	+0.2%	+$256	0.07%	115
2025 Q2	$126K	Hold	1,057	–	–	0.06%	114
2025 Q1	$131K	Buy	1,057 +4	+0.4%	+$493	0.07%	112
2024 Q4	$120K	Hold	1,053	–	–	0.07%	117
2024 Q3	$138K	Hold	1,053	–	–	0.08%	109
2024 Q2	$140K	Sell	1,053 -14	-1%	-$2.07K	0.1%	98
2024 Q1	$108K	Buy	1,067 +14	+1%	+$2.02K	0.09%	108
2023 Q4	$140K	Buy	+1,053	New	+$126K	0.1%	98

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Capital Advisory's PSX Position: Q2 2026 in Review

American Capital Advisory reduced its Phillips 66 (PSX) stake by 0.84% in Q2 2026, selling an estimated $1.55K and leaving 1,059 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #111.

American Capital Advisory first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $195K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

American Capital Advisory held 1,059 shares of Phillips 66 worth $179K as of Q2 2026.
American Capital Advisory sold 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
Phillips 66 made up 0.07% of American Capital Advisory's portfolio in Q2 2026, its #111 holding.
American Capital Advisory first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Phillips 66 position peaked at $195K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.