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Money Concepts Capital’s Phillips 66 PSX Stock Holding History

Money Concepts Capital’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 		$229K Buy
1,354
+26
+2% +$4.48K 0.01% 576
2026
Q1 		$242K Buy
+1,328
New +$208K 0.01% 506
2023
Q1 		– Sell
-4,318
Closed -$449K – 2277
2022
Q4 		$449K Buy
4,318
+3,298
+323% +$337K 0.02% 456
2022
Q3 		$82K Buy
1,020
+59
+6% +$5.03K ﹤0.01% 611
2022
Q2 		$81K Sell
961
-2,966
-76% -$274K 0.01% 612
2022
Q1 		$339K Buy
+3,927
New +$330K 0.02% 548

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

Money Concepts Capital's PSX Position: Q2 2026 in Review

Money Concepts Capital increased its Phillips 66 (PSX) stake by 2% in Q2 2026, buying an estimated $4.48K and bringing the position to 1,354 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #576.

Money Concepts Capital first reported a position in PSX in Q1 2022 and has held it in 6 quarters since. The position peaked at $449K in Q4 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Money Concepts Capital held 1,354 shares of Phillips 66 worth $229K as of Q2 2026.
  • Money Concepts Capital bought 26 Phillips 66 shares in Q2 2026, an estimated $4.48K.
  • Phillips 66 made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #576 holding.
  • Money Concepts Capital first reported a position in Phillips 66 in Q1 2022 and has held it in 6 quarters since.
  • Money Concepts Capital's Phillips 66 position peaked at $449K in Q4 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.