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CoreCap Advisors’s Phillips 66 PSX Stock Holding History

CoreCap 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
Q2 		$150K Sell
885
-1,072
-55% -$185K ﹤0.01% 966
2026
Q1 		$357K Buy
1,957
+1,003
+105% +$157K 0.01% 608
2025
Q4 		$123K Buy
954
+100
+12% +$13.5K ﹤0.01% 957
2025
Q3 		$116K Buy
854
+41
+5% +$5.25K ﹤0.01% 977
2025
Q2 		$97K Sell
813
-261
-24% -$29.2K ﹤0.01% 990
2025
Q1 		$133K Buy
1,074
+281
+35% +$34.6K 0.01% 799
2024
Q4 		$90.3K Sell
793
-300
-27% -$38.2K ﹤0.01% 965
2024
Q3 		$144K Buy
+1,093
New +$148K 0.01% 789
2024
Q2 		– Sell
-1,654
Closed -$270K – 2343
2024
Q1 		$270K Sell
1,654
-682
-29% -$98.3K 0.01% 550
2023
Q4 		$311K Sell
2,336
-142
-6% -$17K 0.02% 445
2023
Q3 		$298K Buy
+2,478
New +$278K 0.02% 423
2022
Q4 		$368K Buy
+3,537
New +$362K 0.03% 414
2022
Q3 		– Sell
-3,050
Closed -$250K – 1682
2022
Q2 		$250K Buy
3,050
+448
+17% +$41.4K 0.02% 462
2022
Q1 		$225K Buy
2,602
+23
+0.9% +$1.94K 0.02% 480
2021
Q4 		$187K Buy
+2,579
New +$195K 0.01% 548

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CoreCap Advisors's PSX Position: Q2 2026 in Review

CoreCap Advisors reduced its Phillips 66 (PSX) stake by 55% in Q2 2026, selling an estimated $185K and leaving 885 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

CoreCap Advisors first reported a position in PSX in Q4 2021 and has held it in 15 quarters since. The position peaked at $368K in Q4 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CoreCap Advisors held 885 shares of Phillips 66 worth $150K as of Q2 2026.
  • CoreCap Advisors sold 1,072 Phillips 66 shares in Q2 2026, an estimated $185K.
  • Phillips 66 made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #966 holding.
  • CoreCap Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Phillips 66 position peaked at $368K in Q4 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.