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Capital Advisors Wealth Management’s Phillips 66 PSX Stock Holding History

Capital Advisors Wealth Management’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 		$2.36M Buy
9,261
+164
+2% +$37.5K 0.27% 64
2026
Q2 		$1.54M Buy
9,097
+80
+0.9% +$13.8K 0.18% 78
2026
Q1 		$1.64M Buy
9,017
+395
+5% +$61.9K 0.22% 69
2025
Q4 		$1.11M Buy
8,622
+178
+2% +$24K 0.15% 80
2025
Q3 		$1.15M Buy
8,444
+124
+1% +$15.9K 0.16% 73
2025
Q2 		$993K Sell
8,320
-1,010
-11% -$113K 0.16% 74
2025
Q1 		$1.15M Buy
9,330
+395
+4% +$48.7K 0.2% 64
2024
Q4 		$1.02M Buy
8,935
+589
+7% +$74.9K 0.18% 64
2024
Q3 		$1.1M Buy
8,346
+141
+2% +$19K 0.2% 57
2024
Q2 		$1.16M Buy
8,205
+130
+2% +$19.2K 0.23% 53
2024
Q1 		$1.32M Sell
8,075
-44
-0.5% -$6.34K 0.27% 49
2023
Q4 		$1.08M Sell
8,119
-120
-1% -$14.3K 0.25% 53
2023
Q3 		$990K Sell
8,239
-1,305
-14% -$146K 0.26% 53
2023
Q2 		$910K Buy
9,544
+2,217
+30% +$216K 0.23% 59
2023
Q1 		$743K Buy
7,327
+225
+3% +$22.9K 0.21% 66
2022
Q4 		$739K Buy
7,102
+3,303
+87% +$338K 0.22% 58
2022
Q3 		$307K Buy
+3,799
New +$324K 0.1% 91

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Capital Advisors Wealth Management's PSX Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Phillips 66 (PSX) stake by 1.8% in Q3 2026, buying an estimated $37.5K and bringing the position to 9,261 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #64.

Capital Advisors Wealth Management first reported a position in PSX in Q3 2022 and has held it in 17 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Capital Advisors Wealth Management held 9,261 shares of Phillips 66 worth $2.36M as of Q3 2026.
  • Capital Advisors Wealth Management bought 164 Phillips 66 shares in Q3 2026, an estimated $37.5K.
  • Phillips 66 made up 0.27% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Capital Advisors Wealth Management first reported a position in Phillips 66 in Q3 2022 and has held it in 17 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.