Capital Advisory Group Advisory Services’s Phillips 66 PSX Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-2,201	Closed	-$284K	–	116
2025 Q4	$284K	Hold	2,201	–	–	0.08%	148
2025 Q3	$299K	Hold	2,201	–	–	0.09%	154
2025 Q2	$263K	Sell	2,201 -21	-0.9%	-$2.35K	0.09%	152
2025 Q1	$274K	Hold	2,222	–	–	0.1%	144
2024 Q4	$253K	Hold	2,222	–	–	0.09%	153
2024 Q3	$292K	Hold	2,222	–	–	0.12%	130
2024 Q2	$314K	Hold	2,222	–	–	0.13%	120
2024 Q1	$363K	Sell	2,222 -50	-2%	-$7.21K	0.17%	113
2023 Q4	$302K	Sell	2,272 -49	-2%	-$5.86K	0.16%	115
2023 Q3	$279K	Buy	+2,321	New	+$261K	0.16%	118
2020 Q4	–	Sell	-15	Closed	-$1K	–	551
2020 Q3	$1K	Sell	15 -315	-95%	-$19.2K	﹤0.01%	474
2020 Q2	$24K	Buy	+330	New	+$23.4K	0.01%	238
2019 Q4	–	Sell	-117	Closed	-$12K	–	360
2019 Q3	$12K	Hold	117	–	–	0.01%	264
2019 Q2	$11K	Hold	117	–	–	0.01%	272
2019 Q1	$11K	Hold	117	–	–	0.01%	267
2018 Q4	$10K	Hold	117	–	–	0.01%	244
2018 Q3	$13K	Hold	117	–	–	0.01%	233
2018 Q2	$13K	Hold	117	–	–	0.01%	226
2018 Q1	$11K	Buy	+117	New	+$11.4K	0.01%	224

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Advisory Group Advisory Services's PSX Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 2,201 shares — an estimated $284K sold.

Capital Advisory Group Advisory Services first reported a position in PSX in Q1 2018 and held it in 19 quarters. The position peaked at $363K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,201 Phillips 66 shares in Q1 2026, an estimated $284K.
Capital Advisory Group Advisory Services first reported a position in Phillips 66 in Q1 2018 and held it in 19 quarters.
Capital Advisory Group Advisory Services's Phillips 66 position peaked at $363K in Q1 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.