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Cape Investment Advisory’s Phillips 66 PSX Stock Holding History

Cape Investment Advisory’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 		$31.4K Buy
+186
New +$32K 0.01% 619
2026
Q1 		– Sell
-150
Closed -$19.4K – 936
2025
Q4 		$19.4K Hold
150
– – 0.01% 624
2025
Q3 		$20.4K Hold
150
– – 0.02% 324
2025
Q2 		$17.9K Hold
150
– – 0.01% 534
2025
Q1 		$18.5K Sell
150
-1
-0.7% -$123 0.01% 492
2024
Q4 		$17.2K Buy
+151
New +$19.2K 0.01% 499

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

Cape Investment Advisory's PSX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Phillips 66 (PSX) in Q2 2026: 186 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PSX as recently as Q4 2025.

Cape Investment Advisory first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cape Investment Advisory held 186 shares of Phillips 66 worth $31.4K as of Q2 2026.
  • Phillips 66 was a new Cape Investment Advisory position in Q2 2026.
  • Phillips 66 made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #619 holding.
  • Cape Investment Advisory first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.