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

Capital Investment 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
Q2 		$633K Buy
3,743
+23
+0.6% +$3.96K 0.04% 396
2026
Q1 		$678K Buy
3,720
+199
+6% +$31.2K 0.05% 338
2025
Q4 		$454K Sell
3,521
-96
-3% -$12.9K 0.03% 399
2025
Q3 		$492K Sell
3,617
-41
-1% -$5.25K 0.04% 369
2025
Q2 		$436K Sell
3,658
-77
-2% -$8.63K 0.04% 368
2025
Q1 		$461K Buy
3,735
+457
+14% +$56.3K 0.04% 341
2024
Q4 		$374K Buy
3,278
+29
+0.9% +$3.69K 0.04% 350
2024
Q3 		$427K Sell
3,249
-46
-1% -$6.21K 0.04% 331
2024
Q2 		$465K Buy
3,295
+157
+5% +$23.2K 0.05% 299
2024
Q1 		$513K Sell
3,138
-51
-2% -$7.35K 0.05% 291
2023
Q4 		$425K Buy
3,189
+3
+0.1% +$359 0.04% 330
2023
Q3 		$383K Buy
3,186
+14
+0.4% +$1.57K 0.04% 339
2023
Q2 		$303K Sell
3,172
-184
-5% -$17.9K 0.03% 364
2023
Q1 		$340K Sell
3,356
-484
-13% -$49.2K 0.04% 335
2022
Q4 		$400K Buy
3,840
+619
+19% +$63.3K 0.05% 318
2022
Q3 		$260K Sell
3,221
-433
-12% -$36.9K 0.03% 370
2022
Q2 		$300K Sell
3,654
-156
-4% -$14.4K 0.04% 356
2022
Q1 		$329K Buy
3,810
+1,037
+37% +$87.2K 0.04% 372
2021
Q4 		$201K Buy
+2,773
New +$210K 0.02% 479
2021
Q3 		– Sell
-3,353
Closed -$288K – 800
2021
Q2 		$288K Sell
3,353
-169
-5% -$14.3K 0.04% 380
2021
Q1 		$287K Sell
3,522
-233
-6% -$18.3K 0.04% 345
2020
Q4 		$263K Sell
3,755
-435
-10% -$25.5K 0.04% 360
2020
Q3 		$217K Buy
4,190
+164
+4% +$10K 0.04% 336
2020
Q2 		$289K Buy
4,026
+33
+0.8% +$2.34K 0.06% 249
2020
Q1 		$214K Buy
+3,993
New +$325K 0.05% 281
2019
Q4 		– Sell
-1,286
Closed -$132K – 1079
2019
Q3 		$132K Buy
1,286
+130
+11% +$13K 0.04% 332
2019
Q2 		$119K Buy
1,156
+360
+45% +$32.3K 0.04% 356
2019
Q1 		$76K Buy
796
+138
+21% +$13.1K 0.03% 404
2018
Q4 		$57K Buy
+658
New +$64.3K 0.02% 431

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Investment Advisory Services's PSX Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Phillips 66 (PSX) stake by 0.62% in Q2 2026, buying an estimated $3.96K and bringing the position to 3,743 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #396.

Capital Investment Advisory Services first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $678K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Capital Investment Advisory Services held 3,743 shares of Phillips 66 worth $633K as of Q2 2026.
  • Capital Investment Advisory Services bought 23 Phillips 66 shares in Q2 2026, an estimated $3.96K.
  • Phillips 66 made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #396 holding.
  • Capital Investment Advisory Services first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • Capital Investment Advisory Services's Phillips 66 position peaked at $678K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.