Capital Advisors Inc’s Phillips 66 PSX Stock Holding History

Capital Advisors Inc’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	$2.73M	Buy	16,130 +68	+0.4%	+$11.7K	0.04%	125
2026 Q1	$2.93M	Buy	16,062 +361	+2%	+$56.6K	0.05%	120
2025 Q4	$2.03M	Buy	15,701 +995	+7%	+$134K	0.03%	130
2025 Q3	$2M	Buy	14,706 +66	+0.5%	+$8.46K	0.03%	123
2025 Q2	$1.75M	Sell	14,640 -67	-0.5%	-$7.51K	0.03%	128
2025 Q1	$1.82M	Sell	14,707 -171	-1%	-$21.1K	0.04%	123
2024 Q4	$1.7M	Buy	14,878 +645	+5%	+$82.1K	0.03%	123
2024 Q3	$1.87M	Sell	14,233 -81	-0.6%	-$10.9K	0.04%	123
2024 Q2	$2.02M	Sell	14,314 -759	-5%	-$112K	0.04%	126
2024 Q1	$2.46M	Buy	15,073 +127	+0.8%	+$18.3K	0.05%	116
2023 Q4	$1.99M	Hold	14,946	–	–	0.04%	135
2023 Q3	$1.8M	Sell	14,946 -244	-2%	-$27.4K	0.05%	110
2023 Q2	$1.45M	Buy	15,190 +244	+2%	+$23.7K	0.04%	121
2023 Q1	$1.52M	Buy	14,946 +16	+0.1%	+$1.63K	0.04%	111
2022 Q4	$1.55M	Hold	14,930	–	–	0.04%	118
2022 Q3	$1.41M	Sell	14,930 -500	-3%	-$42.6K	0.04%	112
2022 Q2	$1.26M	Buy	15,430 +4,399	+40%	+$407K	0.04%	118
2022 Q1	$953K	Sell	11,031 -15	-0.1%	-$1.26K	0.03%	129
2021 Q4	$800K	Sell	11,046 -235	-2%	-$17.8K	0.02%	139
2021 Q3	$790K	Sell	11,281 -59	-0.5%	-$4.27K	0.02%	136
2021 Q2	$973K	Buy	11,340 +210	+2%	+$17.7K	0.03%	123
2021 Q1	$908K	Buy	11,130 +63	+0.6%	+$4.94K	0.03%	124
2020 Q4	$774K	Sell	11,067 -2,987	-21%	-$175K	0.03%	118
2020 Q3	$729K	Buy	14,054 +1,433	+11%	+$87.4K	0.03%	115
2020 Q2	$770K	Buy	12,621 +825	+7%	+$58.4K	0.03%	111
2020 Q1	$633K	Buy	11,796 +1,149	+11%	+$93.5K	0.03%	105
2019 Q4	$1.19M	Sell	10,647 -3,248	-23%	-$365K	0.05%	112
2019 Q3	$1.3M	Hold	13,895	–	–	0.06%	111
2019 Q2	$1.3M	Buy	13,895 +4,297	+45%	+$386K	0.06%	111
2019 Q1	$913K	Buy	9,598 +1,386	+17%	+$132K	0.1%	96
2018 Q4	$707K	Buy	8,212 +2,769	+51%	+$271K	0.05%	121
2018 Q3	$614K	Buy	5,443 +436	+9%	+$50.4K	0.04%	129
2018 Q2	$562K	Sell	5,007 -444	-8%	-$49.9K	0.03%	133
2018 Q1	$523K	Sell	5,451 -25	-0.5%	-$2.43K	0.03%	141
2017 Q4	$554K	Sell	5,476 -7,502	-58%	-$713K	0.03%	138
2017 Q3	$1.19M	Sell	12,978 -1,039	-7%	-$88K	0.07%	120
2017 Q2	$1.16M	Hold	14,017	–	–	0.07%	119
2017 Q1	$1.11M	Buy	14,017 +1,926	+16%	+$155K	0.07%	109
2016 Q4	$1.04M	Sell	12,091 -1,693	-12%	-$141K	0.07%	113
2016 Q3	$1.11M	Buy	13,784 +41	+0.3%	+$3.19K	0.17%	68
2016 Q2	$1.09M	Hold	13,743	–	–	0.17%	70
2016 Q1	$1.19M	Sell	13,743 -163	-1%	-$13.2K	0.19%	70
2015 Q4	$1.14M	Sell	13,906 -1,124	-7%	-$97K	0.2%	68
2015 Q3	$1.15M	Sell	15,030 -3,550	-19%	-$282K	0.21%	68
2015 Q2	$1.5M	Buy	18,580 +5,842	+46%	+$464K	0.26%	62
2015 Q1	$1M	Hold	12,738	–	–	0.12%	75
2014 Q4	$913K	Sell	12,738 -11	-0.1%	-$812	0.17%	71
2014 Q3	$1.04M	Hold	12,749	–	–	0.21%	65
2014 Q2	$1.03M	Sell	12,749 -600	-4%	-$49.4K	0.2%	67
2014 Q1	$1.03M	Sell	13,349 -209	-2%	-$15.9K	0.22%	66
2013 Q4	$1.05M	Hold	13,558	–	–	0.23%	67
2013 Q3	$784K	Buy	13,558 +296	+2%	+$17.2K	0.19%	67
2013 Q2	$781K	Buy	+13,262	New	+$833K	0.21%	63

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

Capital Advisors Inc's PSX Position: Q2 2026 in Review

Capital Advisors Inc increased its Phillips 66 (PSX) stake by 0.42% in Q2 2026, buying an estimated $11.7K and bringing the position to 16,130 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #125.

Capital Advisors Inc first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.93M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Capital Advisors Inc held 16,130 shares of Phillips 66 worth $2.73M as of Q2 2026.
Capital Advisors Inc bought 68 Phillips 66 shares in Q2 2026, an estimated $11.7K.
Phillips 66 made up 0.04% of Capital Advisors Inc's portfolio in Q2 2026, its #125 holding.
Capital Advisors Inc first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Capital Advisors Inc's Phillips 66 position peaked at $2.93M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.