Capital Advantage
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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
Q3 		$648K Buy
2,537
+100
+4% +$22.8K 0.08% 89
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

AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage's PSX Position: Q3 2026 in Review

Capital Advantage increased its Phillips 66 (PSX) stake by 4.1% in Q3 2026, buying an estimated $22.8K and bringing the position to 2,537 shares worth $648K. The position accounts for 0.08% of the portfolio, ranked #89.

Capital Advantage first reported a position in PSX in Q1 2015 and has held it in 25 quarters since. The position peaked at $736K in Q2 2016. 745 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Capital Advantage held 2,537 shares of Phillips 66 worth $648K as of Q3 2026.
  • Capital Advantage bought 100 Phillips 66 shares in Q3 2026, an estimated $22.8K.
  • Phillips 66 made up 0.08% of Capital Advantage's portfolio in Q3 2026, its #89 holding.
  • Capital Advantage first reported a position in Phillips 66 in Q1 2015 and has held it in 25 quarters since.
  • Capital Advantage's Phillips 66 position peaked at $736K in Q2 2016.
  • 745 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.