Infrastructure Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-49,540
Closed -$5.52M 106
2019
Q4
$5.52M Buy
+49,540
New +$5.57M 1.02% 30

Other funds holding PSX

Infrastructure Capital Advisors's PSX Position: Q1 2026 in Review

Infrastructure Capital Advisors reduced its Phillips 66 (PSX) stake by 66% in Q1 2026, selling an estimated $4.51M and leaving 14,865 shares worth $2.71M. The position accounts for 0.19% of the portfolio, ranked #55.

Infrastructure Capital Advisors first reported a position in PSX in Q2 2018 and has held it in 24 quarters since. The position peaked at $44.6M in Q3 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Infrastructure Capital Advisors held 14,865 shares of Phillips 66 worth $2.71M as of Q1 2026.
  • Infrastructure Capital Advisors sold 28,802 Phillips 66 shares in Q1 2026, an estimated $4.51M.
  • Phillips 66 made up 0.19% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #55 holding.
  • Infrastructure Capital Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 24 quarters since.
  • Infrastructure Capital Advisors's Phillips 66 position peaked at $44.6M in Q3 2018.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.