Capstone Wealth Management (Alabama)’s Phillips 66 PSX Stock Holding History

Capstone Wealth Management (Alabama)’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	$586K	Buy	+3,468	New	+$597K	0.27%	43

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s PSX Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Phillips 66 (PSX) in Q2 2026: 3,468 shares worth $586K. The stake represents 0.27% of the portfolio and ranks #43 among its holdings.

964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Capstone Wealth Management (Alabama) held 3,468 shares of Phillips 66 worth $586K as of Q2 2026.
Phillips 66 was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Phillips 66 made up 0.27% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #43 holding.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.