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Avestar Capital’s Phillips 66 PSX Stock Holding History

Avestar 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 		$413K Sell
2,446
-69
-3% -$11.9K 0.02% 414
2026
Q1 		$458K Buy
+2,515
New +$394K 0.03% 370
2025
Q3 		– Sell
-1,883
Closed -$225K – 517
2025
Q2 		$225K Sell
1,883
-2
-0.1% -$224 0.02% 443
2025
Q1 		$233K Sell
1,885
-119
-6% -$14.7K 0.02% 426
2024
Q4 		$228K Buy
2,004
+119
+6% +$15.1K 0.02% 445
2024
Q3 		$248K Buy
1,885
+92
+5% +$12.4K 0.03% 400
2024
Q2 		$253K Buy
1,793
+59
+3% +$8.73K 0.03% 376
2024
Q1 		$283K Buy
+1,734
New +$250K 0.03% 355
2021
Q3 		– Sell
-3,296
Closed -$283K – 496
2021
Q2 		$283K Sell
3,296
-6
-0.2% -$506 0.04% 339
2021
Q1 		$264K Buy
+3,302
New +$259K 0.06% 267
2020
Q3 		– Sell
-4,064
Closed -$292K – 246
2020
Q2 		$292K Buy
+4,064
New +$288K 0.13% 140
2019
Q3 		– Sell
-337
Closed -$29K – 667
2019
Q2 		$29K Sell
337
-10
-3% -$897 0.02% 348
2019
Q1 		$30K Buy
347
+18
+5% +$1.71K 0.02% 342
2018
Q4 		$24K Buy
329
+58
+21% +$5.67K 0.02% 325
2018
Q3 		$28K Sell
271
-70
-21% -$8.09K 0.02% 334
2018
Q2 		$36K Buy
341
+93
+38% +$10.5K 0.02% 299
2018
Q1 		$22K Buy
248
+39
+19% +$3.8K 0.01% 325
2017
Q4 		$19K Buy
+209
New +$19.9K 0.01% 355

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Avestar Capital's PSX Position: Q2 2026 in Review

Avestar Capital reduced its Phillips 66 (PSX) stake by 2.7% in Q2 2026, selling an estimated $11.9K and leaving 2,446 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #414.

Avestar Capital first reported a position in PSX in Q4 2017 and has held it in 18 quarters since. The position peaked at $458K in Q1 2026. 959 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Avestar Capital held 2,446 shares of Phillips 66 worth $413K as of Q2 2026.
  • Avestar Capital sold 69 Phillips 66 shares in Q2 2026, an estimated $11.9K.
  • Phillips 66 made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #414 holding.
  • Avestar Capital first reported a position in Phillips 66 in Q4 2017 and has held it in 18 quarters since.
  • Avestar Capital's Phillips 66 position peaked at $458K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.