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Capital Advantage’s Phillips 66 PSX Stock Holding History

Capital Advantage’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 		$412K Hold
2,437
– – 0.05% 105
2026
Q1 		$444K Sell
2,437
-105
-4% -$16.5K 0.06% 106
2025
Q4 		$328K Buy
2,542
+1
+0% +$135 0.04% 118
2025
Q3 		$346K Sell
2,541
-247
-9% -$31.6K 0.05% 110
2025
Q2 		$333K Buy
2,788
+5
+0.2% +$560 0.05% 108
2025
Q1 		$317K Hold
2,783
– – 0.06% 109
2024
Q4 		$317K Buy
+2,783
New +$354K 0.06% 109
2020
Q1 		– Sell
-2,138
Closed -$214K – 99
2019
Q4 		$214K Hold
2,138
– – 0.07% 89
2019
Q3 		$219K Buy
+2,138
New +$214K 0.08% 80
2019
Q1 		$203K Buy
+2,138
New +$203K 0.07% 74
2018
Q4 		– Sell
-2,307
Closed -$260K – 79
2018
Q3 		$260K Hold
2,307
– – 0.06% 69
2018
Q2 		$259K Hold
2,307
– – 0.06% 67
2018
Q1 		$221K Sell
2,307
-19
-0.8% -$1.85K 0.05% 68
2017
Q4 		$235K Sell
2,326
-789
-25% -$75K 0.06% 72
2017
Q3 		$285K Sell
3,115
-475
-13% -$40.2K 0.07% 62
2017
Q2 		$297K Sell
3,590
-1,376
-28% -$108K 0.08% 59
2017
Q1 		$393K Sell
4,966
-3,203
-39% -$258K 0.11% 52
2016
Q4 		$706K Hold
8,169
– – 0.2% 39
2016
Q3 		$658K Sell
8,169
-1,109
-12% -$86.2K 0.18% 41
2016
Q2 		$736K Buy
+9,278
New +$758K 0.21% 39
2016
Q1 		– Sell
-3,038
Closed -$248K – 82
2015
Q4 		$248K Buy
3,038
+18
+0.6% +$1.55K 0.08% 64
2015
Q3 		$232K Buy
3,020
+22
+0.7% +$1.75K 0.09% 64
2015
Q2 		$242K Buy
2,998
+27
+0.9% +$2.15K 0.09% 62
2015
Q1 		$234K Buy
+2,971
New +$218K 0.1% 64

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

Capital Advantage's PSX Position: Q2 2026 in Review

Capital Advantage held its Phillips 66 (PSX) position steady in Q2 2026 at 2,437 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #105.

Capital Advantage first reported a position in PSX in Q1 2015 and has held it in 24 quarters since. The position peaked at $736K in Q2 2016. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Capital Advantage held 2,437 shares of Phillips 66 worth $412K as of Q2 2026.
  • Capital Advantage left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.05% of Capital Advantage's portfolio in Q2 2026, its #105 holding.
  • Capital Advantage first reported a position in Phillips 66 in Q1 2015 and has held it in 24 quarters since.
  • Capital Advantage's Phillips 66 position peaked at $736K in Q2 2016.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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