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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
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

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 Wealth Management's PSX Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Phillips 66 (PSX) stake by 0.89% in Q2 2026, buying an estimated $13.8K and bringing the position to 9,097 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #78.

Capital Advisors Wealth Management first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Capital Advisors Wealth Management held 9,097 shares of Phillips 66 worth $1.54M as of Q2 2026.
  • Capital Advisors Wealth Management bought 80 Phillips 66 shares in Q2 2026, an estimated $13.8K.
  • Phillips 66 made up 0.18% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Capital Advisors Wealth Management first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
  • Capital Advisors Wealth Management's Phillips 66 position peaked at $1.64M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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