Aspire Private Capital’s Phillips 66 PSX Stock Holding History

Aspire Private 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	$280K	Sell	1,656 -50	-3%	-$8.61K	0.06%	154
2026 Q1	$311K	Buy	1,706 +50	+3%	+$7.83K	0.07%	141
2025 Q4	$214K	Hold	1,656	–	–	0.05%	166
2025 Q3	$225K	Buy	+1,656	New	+$212K	0.05%	168
2025 Q2	–	Sell	-1,656	Closed	-$204K	–	186
2025 Q1	$204K	Buy	+1,656	New	+$204K	0.05%	174
2024 Q4	–	Sell	-1,669	Closed	-$219K	–	514
2024 Q3	$219K	Hold	1,669	–	–	0.05%	158
2024 Q2	$236K	Hold	1,669	–	–	0.06%	142
2024 Q1	$273K	Hold	1,669	–	–	0.07%	138
2023 Q4	$222K	Hold	1,669	–	–	0.07%	134
2023 Q3	$201K	Hold	1,669	–	–	0.07%	126
2023 Q2	$159K	Hold	1,669	–	–	0.05%	136
2023 Q1	$169K	Hold	1,669	–	–	0.06%	139
2022 Q4	$174K	Hold	1,669	–	–	0.06%	133
2022 Q3	$135K	Hold	1,669	–	–	0.05%	139
2022 Q2	$137K	Hold	1,669	–	–	0.05%	141
2022 Q1	$144K	Hold	1,669	–	–	0.05%	148
2021 Q4	$121K	Hold	1,669	–	–	0.04%	157
2021 Q3	$117K	Hold	1,669	–	–	0.04%	156
2021 Q2	$143K	Buy	1,669 +700	+72%	+$59.1K	0.05%	156
2021 Q1	$79K	Sell	969 -700	-42%	-$54.9K	0.03%	195
2020 Q4	$117K	Buy	1,669 +100	+6%	+$5.87K	0.04%	170
2020 Q3	$81K	Buy	+1,569	New	+$95.7K	0.03%	185
2020 Q1	–	Sell	-1,577	Closed	-$176K	–	428
2019 Q4	$176K	Hold	1,577	–	–	0.08%	117
2019 Q3	$161K	Hold	1,577	–	–	0.08%	113
2019 Q2	$148K	Buy	1,577 +8	+0.5%	+$718	0.07%	124
2019 Q1	$149K	Hold	1,569	–	–	0.08%	135
2018 Q4	$135K	Buy	+1,569	New	+$153K	0.08%	133

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

Aspire Private Capital's PSX Position: Q2 2026 in Review

Aspire Private Capital reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $8.61K and leaving 1,656 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #154.

Aspire Private Capital first reported a position in PSX in Q4 2018 and has held it in 27 quarters since. The position peaked at $311K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Aspire Private Capital held 1,656 shares of Phillips 66 worth $280K as of Q2 2026.
Aspire Private Capital sold 50 Phillips 66 shares in Q2 2026, an estimated $8.61K.
Phillips 66 made up 0.06% of Aspire Private Capital's portfolio in Q2 2026, its #154 holding.
Aspire Private Capital first reported a position in Phillips 66 in Q4 2018 and has held it in 27 quarters since.
Aspire Private Capital's Phillips 66 position peaked at $311K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.