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Aviance Capital Partners’s Phillips 66 PSX Stock Holding History

Aviance Capital Partners’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
Q1 		$1.2M Hold
6,604
– – 0.14% 137
2025
Q4 		$852K Buy
6,604
+31
+0.5% +$4.17K 0.1% 175
2025
Q3 		$894K Buy
6,573
+4
+0.1% +$512 0.11% 170
2025
Q2 		$784K Buy
6,569
+630
+11% +$70.6K 0.1% 173
2025
Q1 		$733K Sell
5,939
-467
-7% -$57.6K 0.1% 179
2024
Q4 		$730K Buy
6,406
+150
+2% +$19.1K 0.1% 173
2024
Q3 		$822K Buy
6,256
+15
+0.2% +$2.02K 0.11% 181
2024
Q2 		$881K Buy
6,241
+413
+7% +$61.1K 0.13% 158
2024
Q1 		$952K Buy
5,828
+4,245
+268% +$612K 0.14% 153
2023
Q4 		$211K Buy
+1,583
New +$189K 0.05% 235

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aviance Capital Partners's PSX Position: Q1 2026 in Review

Aviance Capital Partners held its Phillips 66 (PSX) position steady in Q1 2026 at 6,604 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #137.

Aviance Capital Partners first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Aviance Capital Partners held 6,604 shares of Phillips 66 worth $1.2M as of Q1 2026.
  • Aviance Capital Partners left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.14% of Aviance Capital Partners's portfolio in Q1 2026, its #137 holding.
  • Aviance Capital Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.