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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
Q2 		$1.25M Buy
7,374
+770
+12% +$133K 0.13% 149
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 $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

Aviance Capital Partners's PSX Position: Q2 2026 in Review

Aviance Capital Partners increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 7,374 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #149.

Aviance Capital Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aviance Capital Partners held 7,374 shares of Phillips 66 worth $1.25M as of Q2 2026.
  • Aviance Capital Partners bought 770 Phillips 66 shares in Q2 2026, an estimated $133K.
  • Phillips 66 made up 0.13% of Aviance Capital Partners's portfolio in Q2 2026, its #149 holding.
  • Aviance Capital Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.