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First Capital Advisors Group’s Phillips 66 PSX Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$25.5K Buy
+267
New +$26K 0.01% 387
2018
Q2 		– Sell
-239
Closed -$23K – 619
2018
Q1 		$23K Buy
+239
New +$23.3K 0.01% 403

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Capital Advisors Group's PSX Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Phillips 66 (PSX) in Q2 2023: 267 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in PSX as recently as Q1 2018.

First Capital Advisors Group first reported a position in PSX in Q1 2018 and has held it in 2 quarters since. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • First Capital Advisors Group held 267 shares of Phillips 66 worth $25.5K as of Q2 2023.
  • Phillips 66 was a new First Capital Advisors Group position in Q2 2023.
  • Phillips 66 made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #387 holding.
  • First Capital Advisors Group first reported a position in Phillips 66 in Q1 2018 and has held it in 2 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.