Brookstone Capital Management’s Phillips 66 PSX Stock Holding History

Brookstone Capital Management’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	$2.78M	Sell	16,449 -691	-4%	-$119K	0.03%	434
2026 Q1	$3.12M	Sell	17,140 -1,154	-6%	-$181K	0.04%	389
2025 Q4	$2.36M	Sell	18,294 -1,394	-7%	-$188K	0.03%	415
2025 Q3	$2.68M	Sell	19,688 -442	-2%	-$56.6K	0.03%	398
2025 Q2	$2.4M	Buy	20,130 +614	+3%	+$68.8K	0.03%	391
2025 Q1	$2.41M	Sell	19,516 -1,048	-5%	-$129K	0.03%	374
2024 Q4	$2.34M	Sell	20,564 -1,563	-7%	-$199K	0.03%	359
2024 Q3	$2.91M	Sell	22,127 -498	-2%	-$67.2K	0.04%	326
2024 Q2	$3.18M	Sell	22,625 -451	-2%	-$66.8K	0.05%	299
2024 Q1	$3.77M	Buy	23,076 +1,450	+7%	+$209K	0.07%	259
2023 Q4	$2.88M	Sell	21,626 -771	-3%	-$92.2K	0.06%	274
2023 Q3	$2.58M	Sell	22,397 -2,807	-11%	-$315K	0.06%	267
2023 Q2	$2.51M	Sell	25,204 -3,288	-12%	-$320K	0.05%	276
2023 Q1	$2.96M	Sell	28,492 -1,642	-5%	-$167K	0.06%	260
2022 Q4	$3.19M	Sell	30,134 -8,158	-21%	-$834K	0.06%	231
2022 Q3	$3.56M	Sell	38,292 -4,966	-11%	-$423K	0.08%	204
2022 Q2	$3.55M	Buy	43,258 +1,703	+4%	+$158K	0.08%	205
2022 Q1	$3.43M	Buy	41,555 +9,484	+30%	+$798K	0.07%	227
2021 Q4	$2.63M	Buy	32,071 +789	+3%	+$59.6K	0.05%	232
2021 Q3	$2.56M	Buy	31,282 +5,915	+23%	+$428K	0.05%	233
2021 Q2	$2.07M	Buy	25,367 +22,251	+714%	+$1.88M	0.04%	258
2021 Q1	$254K	Sell	3,116 -16	-0.5%	-$1.25K	0.01%	425
2020 Q4	$219K	Buy	+3,132	New	+$184K	0.01%	426
2020 Q3	–	Sell	-3,095	Closed	-$223K	–	464
2020 Q2	$223K	Buy	+3,095	New	+$219K	0.01%	326
2020 Q1	–	Sell	-3,609	Closed	-$402K	–	402
2019 Q4	$402K	Sell	3,609 -8,993	-71%	-$1.01M	0.02%	303
2019 Q3	$1.29M	Sell	12,602 -15,493	-55%	-$1.55M	0.07%	148
2019 Q2	$2.63M	Buy	28,095 +23,963	+580%	+$2.15M	0.15%	108
2019 Q1	$393K	Buy	4,132 +1,036	+33%	+$98.5K	0.03%	293
2018 Q4	$267K	Sell	3,096 -103	-3%	-$10.1K	0.02%	242
2018 Q3	$361K	Sell	3,199 -1,177	-27%	-$136K	0.03%	309
2018 Q2	$491K	Buy	4,376 +1,234	+39%	+$139K	0.04%	238
2018 Q1	$301K	Sell	3,142 -113	-3%	-$11K	0.03%	267
2017 Q4	$329K	Buy	3,255 +5	+0.2%	+$475	0.03%	260
2017 Q3	$298K	Sell	3,250 -59	-2%	-$5K	0.03%	267
2017 Q2	$274K	Sell	3,309 -577	-15%	-$45.3K	0.03%	256
2017 Q1	$308K	Buy	3,886 +343	+10%	+$27.6K	0.03%	205
2016 Q4	$306K	Buy	+3,543	New	+$295K	0.03%	189
2015 Q4	–	Sell	-1,945	Closed	-$149K	–	704
2015 Q3	$149K	Buy	1,945 +262	+16%	+$20.8K	0.03%	216
2015 Q2	$136K	Buy	+1,683	New	+$134K	0.02%	287

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

Brookstone Capital Management's PSX Position: Q2 2026 in Review

Brookstone Capital Management reduced its Phillips 66 (PSX) stake by 4% in Q2 2026, selling an estimated $119K and leaving 16,449 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #434.

Brookstone Capital Management first reported a position in PSX in Q2 2015 and has held it in 39 quarters since. The position peaked at $3.77M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Brookstone Capital Management held 16,449 shares of Phillips 66 worth $2.78M as of Q2 2026.
Brookstone Capital Management sold 691 Phillips 66 shares in Q2 2026, an estimated $119K.
Phillips 66 made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #434 holding.
Brookstone Capital Management first reported a position in Phillips 66 in Q2 2015 and has held it in 39 quarters since.
Brookstone Capital Management's Phillips 66 position peaked at $3.77M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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