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Infrastructure Capital Advisors’s Phillips 66 PSX Stock Holding History

Infrastructure 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
2019
Q3 		– Sell
-537,400
Closed -$50.3M – 117
2019
Q2 		$50.3M Buy
537,400
+316,400
+143% +$28.4M 6% 4
2019
Q1 		$21M Buy
+221,000
New +$21M 2.59% 16
2018
Q4 		– Sell
-150,000
Closed -$16.9M – 113
2018
Q3 		$16.9M Buy
+150,000
New +$17.3M 1.69% 19

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

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

Infrastructure Capital Advisors reduced its Phillips 66 (PSX) stake by 7.6% in Q2 2026, selling an estimated $194K and leaving 13,737 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #76.

Infrastructure Capital Advisors first reported a position in PSX in Q2 2018 and has held it in 25 quarters since. The position peaked at $44.6M in Q3 2018. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Infrastructure Capital Advisors held 13,737 shares of Phillips 66 worth $2.32M as of Q2 2026.
  • Infrastructure Capital Advisors sold 1,128 Phillips 66 shares in Q2 2026, an estimated $194K.
  • Phillips 66 made up 0.14% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Infrastructure Capital Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 25 quarters since.
  • Infrastructure Capital Advisors's Phillips 66 position peaked at $44.6M in Q3 2018.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.