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Capital Analysts LLC’s Phillips 66 PSX Stock Holding History

Capital Analysts LLC’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 		$387K Buy
2,124
+1
+0% +$157 0.01% 504
2025
Q4 		$274K Hold
2,123
– – 0.01% 554
2025
Q3 		$289K Sell
2,123
-29
-1% -$3.71K 0.01% 524
2025
Q2 		$257K Sell
2,152
-84
-4% -$9.41K 0.01% 500
2025
Q1 		$276K Buy
2,236
+186
+9% +$22.9K 0.01% 472
2024
Q4 		$234K Sell
2,050
-815
-28% -$104K 0.01% 466
2024
Q3 		$377K Sell
2,865
-196
-6% -$26.5K 0.02% 366
2024
Q2 		$432K Buy
3,061
+26
+0.9% +$3.85K 0.02% 350
2024
Q1 		$496K Sell
3,035
-250
-8% -$36K 0.02% 315
2023
Q4 		$437K Hold
3,285
– – 0.02% 324
2023
Q3 		$395K Sell
3,285
-7
-0.2% -$786 0.02% 325
2023
Q2 		$314K Buy
3,292
+7
+0.2% +$680 0.02% 337
2023
Q1 		$333K Sell
3,285
-42
-1% -$4.27K 0.02% 331
2022
Q4 		$346K Buy
3,327
+84
+3% +$8.59K 0.02% 335
2022
Q3 		$262K Buy
3,243
+143
+5% +$12.2K 0.02% 330
2022
Q2 		$254K Buy
3,100
+100
+3% +$9.25K 0.02% 318
2022
Q1 		$259K Hold
3,000
– – 0.02% 317
2021
Q4 		$217K Sell
3,000
-100
-3% -$7.56K 0.01% 335
2021
Q3 		$217K Sell
3,100
-571
-16% -$41.3K 0.01% 332
2021
Q2 		$315K Buy
3,671
+191
+5% +$16.1K 0.02% 292
2021
Q1 		$283K Buy
3,480
+2,671
+330% +$210K 0.02% 295
2020
Q4 		$57K Sell
809
-126
-13% -$7.4K 0.01% 400
2020
Q3 		$48K Sell
935
-206
-18% -$12.6K ﹤0.01% 411
2020
Q2 		$82K Buy
1,141
+3
+0.3% +$212 0.01% 295
2020
Q1 		$61K Sell
1,138
-71
-6% -$5.78K 0.01% 307
2019
Q4 		$135K Buy
1,209
+202
+20% +$22.7K 0.01% 266
2019
Q3 		$103K Buy
1,007
+612
+155% +$61.3K 0.01% 275
2019
Q2 		$37K Hold
395
– – ﹤0.01% 403
2019
Q1 		$37K Sell
395
-74
-16% -$7.03K ﹤0.01% 383
2018
Q4 		$40K Sell
469
-38
-7% -$3.71K 0.01% 354
2018
Q3 		$57K Buy
507
+357
+238% +$41.3K 0.01% 308
2018
Q2 		$17K Hold
150
– – ﹤0.01% 421
2018
Q1 		$14K Hold
150
– – ﹤0.01% 425
2017
Q4 		$15K Hold
150
– – ﹤0.01% 376
2017
Q3 		$14K Hold
150
– – ﹤0.01% 367
2017
Q2 		$12.4K Hold
150
– – ﹤0.01% 366
2017
Q1 		$11.9K Sell
150
-665
-82% -$53.6K ﹤0.01% 324
2016
Q4 		$70K Hold
815
– – 0.01% 249
2016
Q3 		$65.6K Buy
815
+127
+18% +$9.87K 0.01% 241
2016
Q2 		$54.6K Sell
688
-35,392
-98% -$2.89M 0.01% 255
2016
Q1 		$3.12M Buy
36,080
+43
+0.1% +$3.5K 0.63% 32
2015
Q4 		$2.95M Buy
36,037
+271
+0.8% +$23.4K 0.6% 36
2015
Q3 		$2.75M Buy
35,766
+1,526
+4% +$121K 0.53% 49
2015
Q2 		$2.76M Buy
34,240
+33,552
+4,877% +$2.67M 0.56% 39
2015
Q1 		$54.1K Hold
688
– – 0.01% 267
2014
Q4 		$49.3K Hold
688
– – 0.01% 256
2014
Q3 		$55.9K Hold
688
– – 0.01% 232
2014
Q2 		$55.3K Hold
688
– – 0.01% 231
2014
Q1 		$53K Buy
688
+363
+112% +$27.6K 0.01% 228
2013
Q4 		$25.1K Sell
325
-1,955
-86% -$130K 0.01% 259
2013
Q3 		$132K Hold
2,280
– – 0.04% 156
2013
Q2 		$134K Buy
+2,280
New +$143K 0.04% 143

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Analysts LLC's PSX Position: Q1 2026 in Review

Capital Analysts LLC increased its Phillips 66 (PSX) stake by 0.05% in Q1 2026, buying an estimated $157 and bringing the position to 2,124 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #504.

Capital Analysts LLC first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.12M in Q1 2016. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Capital Analysts LLC held 2,124 shares of Phillips 66 worth $387K as of Q1 2026.
  • Capital Analysts LLC bought 1 Phillips 66 share in Q1 2026, an estimated $157.
  • Phillips 66 made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #504 holding.
  • Capital Analysts LLC first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's Phillips 66 position peaked at $3.12M in Q1 2016.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.