Impact Capital Partners
PSX icon

Impact Capital Partners’s Phillips 66 PSX Stock Holding History

Impact Capital Partners’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 		$2.27M Sell
8,905
-606
-6% -$138K 0.62% 40
2026
Q2 		$1.61M Buy
9,511
+414
+5% +$71.3K 0.44% 55
2026
Q1 		$1.66M Sell
9,097
-100
-1% -$15.7K 0.5% 53
2025
Q4 		$1.19M Buy
9,197
+874
+11% +$118K 0.35% 62
2025
Q3 		$1.13M Buy
8,323
+770
+10% +$98.6K 0.34% 63
2025
Q2 		$901K Buy
7,553
+153
+2% +$17.1K 0.3% 76
2025
Q1 		$914K Buy
7,400
+869
+13% +$107K 0.33% 76
2024
Q4 		$744K Buy
+6,531
New +$831K 0.26% 96

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Impact Capital Partners's PSX Position: Q3 2026 in Review

Impact Capital Partners reduced its Phillips 66 (PSX) stake by 6.4% in Q3 2026, selling an estimated $138K and leaving 8,905 shares worth $2.27M. The position accounts for 0.62% of the portfolio, ranked #40.

Impact Capital Partners first reported a position in PSX in Q4 2024 and has held it in 8 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Impact Capital Partners held 8,905 shares of Phillips 66 worth $2.27M as of Q3 2026.
  • Impact Capital Partners sold 606 Phillips 66 shares in Q3 2026, an estimated $138K.
  • Phillips 66 made up 0.62% of Impact Capital Partners's portfolio in Q3 2026, its #40 holding.
  • Impact Capital Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 8 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.