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Aptus Capital Advisors’s Phillips 66 PSX Stock Holding History

Aptus Capital Advisors’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 		$8.17M Buy
48,354
+150
+0.3% +$25.8K 0.06% 266
2026
Q1 		$8.78M Buy
48,204
+24
+0% +$3.76K 0.07% 242
2025
Q4 		$6.22M Buy
48,180
+3,312
+7% +$446K 0.04% 295
2025
Q3 		$6.1M Buy
44,868
+2,608
+6% +$334K 0.04% 290
2025
Q2 		$5.04M Buy
42,260
+2,939
+7% +$329K 0.04% 293
2025
Q1 		$4.86M Buy
39,321
+13,592
+53% +$1.68M 0.05% 282
2024
Q4 		$2.93M Buy
25,729
+18,142
+239% +$2.31M 0.03% 341
2024
Q3 		$997K Sell
7,587
-807
-10% -$109K 0.01% 416
2024
Q2 		$1.18M Buy
8,394
+1,233
+17% +$183K 0.02% 366
2024
Q1 		$1.17M Buy
7,161
+1,285
+22% +$185K 0.02% 371
2023
Q4 		$782K Sell
5,876
-867
-13% -$104K 0.02% 318
2023
Q3 		$810K Buy
6,743
+2,296
+52% +$258K 0.02% 320
2023
Q2 		$424K Buy
4,447
+72
+2% +$7K 0.01% 339
2023
Q1 		$444K Sell
4,375
-1,382
-24% -$141K 0.01% 335
2022
Q4 		$599K Buy
5,757
+295
+5% +$30.2K 0.02% 328
2022
Q3 		$441K Buy
5,462
+2,255
+70% +$192K 0.01% 336
2022
Q2 		$263K Buy
3,207
+482
+18% +$44.6K 0.01% 341
2022
Q1 		$235K Buy
+2,725
New +$229K 0.01% 395
2020
Q1 		– Sell
-2,189
Closed -$243K – 510
2019
Q4 		$243K Hold
2,189
– – 0.02% 327
2019
Q3 		$224K Buy
+2,189
New +$219K 0.01% 347

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

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

Aptus Capital Advisors increased its Phillips 66 (PSX) stake by 0.31% in Q2 2026, buying an estimated $25.8K and bringing the position to 48,354 shares worth $8.17M. The position accounts for 0.06% of the portfolio, ranked #266.

Aptus Capital Advisors first reported a position in PSX in Q3 2019 and has held it in 20 quarters since. The position peaked at $8.78M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aptus Capital Advisors held 48,354 shares of Phillips 66 worth $8.17M as of Q2 2026.
  • Aptus Capital Advisors bought 150 Phillips 66 shares in Q2 2026, an estimated $25.8K.
  • Phillips 66 made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #266 holding.
  • Aptus Capital Advisors first reported a position in Phillips 66 in Q3 2019 and has held it in 20 quarters since.
  • Aptus Capital Advisors's Phillips 66 position peaked at $8.78M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.