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Capital Advisors Ltd’s Phillips 66 PSX Stock Holding History

Capital Advisors Ltd’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 		$194K Sell
1,145
-20
-2% -$3.44K 0.02% 309
2026
Q1 		$212K Sell
1,165
-55
-5% -$8.62K 0.02% 287
2025
Q4 		$157K Buy
1,220
+1
+0.1% +$135 0.02% 310
2025
Q3 		$166K Sell
1,219
-113
-8% -$14.5K 0.02% 302
2025
Q2 		$159K Buy
1,332
+68
+5% +$7.62K 0.02% 296
2025
Q1 		$156K Buy
1,264
+1
+0.1% +$123 0.02% 297
2024
Q4 		$144K Buy
1,263
+10
+0.8% +$1.27K 0.02% 306
2024
Q3 		$165K Sell
1,253
-111
-8% -$15K 0.02% 294
2024
Q2 		$193K Buy
1,364
+100
+8% +$14.8K 0.03% 271
2024
Q1 		$206K Buy
1,264
+23
+2% +$3.31K 0.03% 266
2023
Q4 		$165K Hold
1,241
– – 0.02% 286
2023
Q3 		$149K Buy
1,241
+1
+0.1% +$112 0.02% 285
2023
Q2 		$118K Buy
1,240
+468
+61% +$45.5K 0.02% 321
2023
Q1 		$78K Sell
772
-494
-39% -$50.2K 0.01% 336
2022
Q4 		$83K Buy
1,266
+667
+111% +$68.2K 0.01% 331
2022
Q3 		$48K Buy
599
+28
+5% +$2.39K 0.01% 365
2022
Q2 		$47K Hold
571
– – 0.01% 359
2022
Q1 		$49K Hold
571
– – 0.01% 369
2021
Q4 		$41K Sell
571
-23
-4% -$1.74K 0.01% 374
2021
Q3 		$42K Hold
594
– – 0.01% 334
2021
Q2 		$51K Hold
594
– – 0.01% 315
2021
Q1 		$48K Hold
594
– – 0.01% 297
2020
Q4 		$42K Buy
594
+1
+0.2% +$59 0.01% 296
2020
Q3 		$31K Sell
593
-113
-16% -$6.9K 0.01% 306
2020
Q2 		$51K Buy
706
+1
+0.1% +$71 0.01% 268
2020
Q1 		$38K Sell
705
-113
-14% -$9.2K 0.01% 277
2019
Q4 		$91K Sell
818
-34
-4% -$3.82K 0.02% 212
2019
Q3 		$87K Buy
852
+93
+12% +$9.32K 0.02% 211
2019
Q2 		$71K Sell
759
-186
-20% -$16.7K 0.02% 254
2019
Q1 		$90K Hold
945
– – 0.02% 225
2018
Q4 		$81K Buy
945
+1
+0.1% +$98 0.02% 228
2018
Q3 		$106K Buy
944
+570
+152% +$65.9K 0.03% 216
2018
Q2 		$42K Buy
374
+13
+4% +$1.46K 0.01% 246
2018
Q1 		$35K Hold
361
– – 0.01% 248
2017
Q4 		$37K Buy
361
+1
+0.3% +$95 0.01% 241
2017
Q3 		$33K Hold
360
– – 0.01% 244
2017
Q2 		$30K Buy
360
+1
+0.3% +$79 0.01% 258
2017
Q1 		$28K Hold
359
– – 0.01% 239
2016
Q4 		$31K Buy
359
+1
+0.3% +$83 0.01% 227
2016
Q3 		$29K Hold
358
– – 0.01% 232
2016
Q2 		$28K Buy
358
+65
+22% +$5.31K 0.01% 225
2016
Q1 		$25K Sell
293
-202
-41% -$16.4K 0.01% 224
2015
Q4 		$41K Hold
495
– – 0.02% 197
2015
Q3 		$38K Hold
495
– – 0.02% 199
2015
Q2 		$40K Buy
495
+55
+13% +$4.37K 0.02% 202
2015
Q1 		$35K Hold
440
– – 0.02% 205
2014
Q4 		$32K Hold
440
– – 0.02% 203
2014
Q3 		$35K Hold
440
– – 0.02% 199
2014
Q2 		$35K Hold
440
– – 0.02% 205
2014
Q1 		$34K Buy
440
+187
+74% +$14.2K 0.02% 204
2013
Q4 		$20K Buy
+253
New +$16.9K 0.01% 202

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 Advisors Ltd's PSX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $3.44K and leaving 1,145 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #309.

Capital Advisors Ltd first reported a position in PSX in Q4 2013 and has held it in 51 quarters since. The position peaked at $212K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Capital Advisors Ltd held 1,145 shares of Phillips 66 worth $194K as of Q2 2026.
  • Capital Advisors Ltd sold 20 Phillips 66 shares in Q2 2026, an estimated $3.44K.
  • Phillips 66 made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #309 holding.
  • Capital Advisors Ltd first reported a position in Phillips 66 in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Phillips 66 position peaked at $212K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.