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Apella Capital’s Phillips 66 PSX Stock Holding History

Apella 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 		$654K Buy
3,656
+127
+4% +$21.9K 0.01% 426
2026
Q1 		$552K Buy
3,529
+274
+8% +$42.9K 0.01% 449
2025
Q4 		$420K Buy
3,255
+292
+10% +$39.3K 0.01% 391
2025
Q3 		$380K Buy
2,963
+948
+47% +$121K 0.01% 364
2025
Q2 		$255K Buy
2,015
+31
+2% +$3.47K 0.01% 378
2025
Q1 		$205K Buy
+1,984
New +$245K 0.01% 373

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Apella Capital's PSX Position: Q2 2026 in Review

Apella Capital increased its Phillips 66 (PSX) stake by 3.6% in Q2 2026, buying an estimated $21.9K and bringing the position to 3,656 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #426.

Apella Capital first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Apella Capital held 3,656 shares of Phillips 66 worth $654K as of Q2 2026.
  • Apella Capital bought 127 Phillips 66 shares in Q2 2026, an estimated $21.9K.
  • Phillips 66 made up 0.01% of Apella Capital's portfolio in Q2 2026, its #426 holding.
  • Apella Capital first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.