NovaPoint Capital’s Phillips 66 PSX Stock Holding History

NovaPoint 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	$336K	Buy	+1,985	New	+$342K	0.07%	125
2025 Q4	–	Sell	-1,767	Closed	-$240K	–	127
2025 Q3	$240K	Buy	+1,767	New	+$226K	0.06%	131
2025 Q2	–	Sell	-1,767	Closed	-$218K	–	120
2025 Q1	$218K	Buy	+1,767	New	+$218K	0.07%	133
2024 Q4	–	Sell	-1,721	Closed	-$226K	–	132
2024 Q3	$226K	Sell	1,721 -5	-0.3%	-$675	0.07%	125
2024 Q2	$244K	Sell	1,726 -5	-0.3%	-$740	0.08%	122
2024 Q1	$283K	Buy	1,731 +5	+0.3%	+$721	0.1%	112
2023 Q4	$230K	Buy	1,726 +5	+0.3%	+$598	0.09%	123
2023 Q3	$207K	Buy	+1,721	New	+$193K	0.08%	128
2020 Q1	–	Sell	-2,071	Closed	-$231K	–	101
2019 Q4	$231K	Buy	+2,071	New	+$233K	0.18%	98

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NovaPoint Capital's PSX Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Phillips 66 (PSX) in Q2 2026: 1,985 shares worth $336K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in PSX as recently as Q3 2025.

NovaPoint Capital first reported a position in PSX in Q4 2019 and has held it in 9 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

NovaPoint Capital held 1,985 shares of Phillips 66 worth $336K as of Q2 2026.
Phillips 66 was a new NovaPoint Capital position in Q2 2026.
Phillips 66 made up 0.07% of NovaPoint Capital's portfolio in Q2 2026, its #125 holding.
NovaPoint Capital first reported a position in Phillips 66 in Q4 2019 and has held it in 9 quarters since.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.