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Pallas Capital Advisors’s Phillips 66 PSX Stock Holding History

Pallas 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
2026
Q2 		$1.84M Buy
10,903
+1,516
+16% +$261K 0.06% 230
2026
Q1 		$1.71M Sell
9,387
-2,630
-22% -$412K 0.06% 223
2025
Q4 		$1.55M Buy
12,017
+1,629
+16% +$219K 0.05% 270
2025
Q3 		$1.41M Buy
10,388
+5,220
+101% +$669K 0.05% 264
2025
Q2 		$616K Buy
5,168
+1,502
+41% +$168K 0.02% 440
2025
Q1 		$453K Buy
3,666
+1,419
+63% +$175K 0.02% 496
2024
Q4 		$256K Sell
2,247
-37
-2% -$4.71K 0.01% 506
2024
Q3 		$294K Buy
2,284
+289
+14% +$39K 0.01% 476
2024
Q2 		$275K Sell
1,995
-68
-3% -$10.1K 0.01% 422
2024
Q1 		$337K Buy
2,063
+90
+5% +$13K 0.01% 344
2023
Q4 		$263K Sell
1,973
-58
-3% -$6.93K 0.01% 330
2023
Q3 		$228K Buy
+2,031
New +$228K 0.01% 318

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

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

Pallas Capital Advisors increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $261K and bringing the position to 10,903 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #230.

Pallas Capital Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Pallas Capital Advisors held 10,903 shares of Phillips 66 worth $1.84M as of Q2 2026.
  • Pallas Capital Advisors bought 1,516 Phillips 66 shares in Q2 2026, an estimated $261K.
  • Phillips 66 made up 0.06% of Pallas Capital Advisors's portfolio in Q2 2026, its #230 holding.
  • Pallas Capital Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.