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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
Q3 		$254K Buy
995
+110
+12% +$25.1K 0.01% 768
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

CoreCap Advisors's PSX Position: Q3 2026 in Review

CoreCap Advisors increased its Phillips 66 (PSX) stake by 12% in Q3 2026, buying an estimated $25.1K and bringing the position to 995 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #768.

CoreCap Advisors first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. The position peaked at $368K in Q4 2022. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • CoreCap Advisors held 995 shares of Phillips 66 worth $254K as of Q3 2026.
  • CoreCap Advisors bought 110 Phillips 66 shares in Q3 2026, an estimated $25.1K.
  • Phillips 66 made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #768 holding.
  • CoreCap Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's Phillips 66 position peaked at $368K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.