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Fortis Capital Advisors’s Phillips 66 PSX Stock Holding History

Fortis Capital 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 		$411K Buy
2,433
+275
+13% +$47.3K 0.05% 275
2026
Q1 		$393K Buy
+2,158
New +$338K 0.05% 264
2024
Q4 		– Sell
-3,043
Closed -$400K – 185
2024
Q3 		$400K Buy
+3,043
New +$411K 0.13% 119
2023
Q2 		– Sell
-11
Closed -$1.11K – 486
2023
Q1 		$1.11K Sell
11
-1,189
-99% -$121K ﹤0.01% 606
2022
Q4 		$125K Buy
+1,200
New +$123K 0.07% 172

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

Fortis Capital Advisors's PSX Position: Q2 2026 in Review

Fortis Capital Advisors increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $47.3K and bringing the position to 2,433 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #275.

Fortis Capital Advisors first reported a position in PSX in Q4 2022 and has held it in 5 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fortis Capital Advisors held 2,433 shares of Phillips 66 worth $411K as of Q2 2026.
  • Fortis Capital Advisors bought 275 Phillips 66 shares in Q2 2026, an estimated $47.3K.
  • Phillips 66 made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #275 holding.
  • Fortis Capital Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 5 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.