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Capital Investment Advisors’s Phillips 66 PSX Stock Holding History

Capital Investment Advisors’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 		$789K Buy
4,331
+529
+14% +$82.9K 0.01% 390
2025
Q4 		$491K Sell
3,802
-295
-7% -$39.7K 0.01% 487
2025
Q3 		$557K Sell
4,097
-431
-10% -$55.2K 0.01% 451
2025
Q2 		$540K Buy
4,528
+214
+5% +$24K 0.01% 442
2025
Q1 		$533K Buy
4,314
+169
+4% +$20.8K 0.01% 425
2024
Q4 		$472K Buy
4,145
+1,211
+41% +$154K 0.01% 427
2024
Q3 		$386K Sell
2,934
-748
-20% -$101K 0.01% 465
2024
Q2 		$520K Buy
3,682
+812
+28% +$120K 0.01% 388
2024
Q1 		$469K Sell
2,870
-175
-6% -$25.2K 0.01% 408
2023
Q4 		$405K Sell
3,045
-81
-3% -$9.68K 0.01% 421
2023
Q3 		$376K Buy
3,126
+19
+0.6% +$2.13K 0.01% 414
2023
Q2 		$296K Buy
3,107
+29
+0.9% +$2.82K 0.01% 431
2023
Q1 		$312K Sell
3,078
-122
-4% -$12.4K 0.01% 438
2022
Q4 		$333K Sell
3,200
-606
-16% -$62K 0.01% 423
2022
Q3 		$307K Sell
3,806
-82
-2% -$6.99K 0.01% 409
2022
Q2 		$319K Buy
3,888
+102
+3% +$9.44K 0.01% 414
2022
Q1 		$327K Buy
3,786
+93
+3% +$7.83K 0.01% 440
2021
Q4 		$268K Buy
3,693
+231
+7% +$17.5K 0.01% 496
2021
Q3 		$242K Sell
3,462
-152
-4% -$11K 0.01% 504
2021
Q2 		$310K Buy
3,614
+1
+0% +$84 0.01% 446
2021
Q1 		$295K Sell
3,613
-19
-0.5% -$1.49K 0.01% 433
2020
Q4 		$254K Sell
3,632
-297
-8% -$17.4K 0.01% 447
2020
Q3 		$204K Sell
3,929
-131
-3% -$7.99K 0.01% 472
2020
Q2 		$292K Buy
4,060
+129
+3% +$9.13K 0.02% 389
2020
Q1 		$211K Sell
3,931
-4,465
-53% -$363K 0.01% 414
2019
Q4 		$935K Buy
8,396
+94
+1% +$10.6K 0.05% 247
2019
Q3 		$850K Buy
8,302
+62
+0.8% +$6.21K 0.04% 248
2019
Q2 		$771K Buy
8,240
+4,239
+106% +$380K 0.04% 250
2019
Q1 		$381K Sell
4,001
-28
-0.7% -$2.66K 0.02% 341
2018
Q4 		$347K Sell
4,029
-2
-0% -$195 0.02% 341
2018
Q3 		$454K Sell
4,031
-192
-5% -$22.2K 0.03% 322
2018
Q2 		$474K Buy
4,223
+445
+12% +$50K 0.03% 310
2018
Q1 		$362K Buy
3,778
+71
+2% +$6.91K 0.02% 355
2017
Q4 		$375K Sell
3,707
-24
-0.6% -$2.28K 0.02% 343
2017
Q3 		$342K Buy
3,731
+100
+3% +$8.47K 0.02% 346
2017
Q2 		$300K Buy
3,631
+149
+4% +$11.7K 0.02% 373
2017
Q1 		$276K Buy
3,482
+29
+0.8% +$2.34K 0.02% 374
2016
Q4 		$298K Sell
3,453
-11
-0.3% -$914 0.03% 351
2016
Q3 		$279K Buy
3,464
+1
+0% +$78 0.02% 348
2016
Q2 		$275K Sell
3,463
-49
-1% -$4K 0.03% 341
2016
Q1 		$304K Sell
3,512
-83
-2% -$6.75K 0.03% 321
2015
Q4 		$294K Sell
3,595
-1,035
-22% -$89.3K 0.03% 328
2015
Q3 		$356K Sell
4,630
-322
-7% -$25.6K 0.04% 275
2015
Q2 		$399K Sell
4,952
-182
-4% -$14.5K 0.04% 267
2015
Q1 		$404K Sell
5,134
-390
-7% -$28.6K 0.04% 269
2014
Q4 		$396K Sell
5,524
-165
-3% -$12.2K 0.04% 269
2014
Q3 		$463K Sell
5,689
-217
-4% -$18.1K 0.05% 232
2014
Q2 		$475K Sell
5,906
-55
-0.9% -$4.53K 0.05% 237
2014
Q1 		$459K Buy
5,961
+344
+6% +$26.2K 0.06% 246
2013
Q4 		$433K Buy
+5,617
New +$375K 0.06% 246

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 Investment Advisors's PSX Position: Q1 2026 in Review

Capital Investment Advisors increased its Phillips 66 (PSX) stake by 14% in Q1 2026, buying an estimated $82.9K and bringing the position to 4,331 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #390.

Capital Investment Advisors first reported a position in PSX in Q4 2013 and has held it in 50 quarters since. The position peaked at $935K in Q4 2019. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Capital Investment Advisors held 4,331 shares of Phillips 66 worth $789K as of Q1 2026.
  • Capital Investment Advisors bought 529 Phillips 66 shares in Q1 2026, an estimated $82.9K.
  • Phillips 66 made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #390 holding.
  • Capital Investment Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Phillips 66 position peaked at $935K in Q4 2019.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.