Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.21M | Sell |
19,009
-81
| -0.4% | -$13.9K | 0.03% | 307 |
|
|
2026
Q1 | $3.48M | Buy |
19,090
+2,356
| +14% | +$369K | 0.04% | 274 |
|
|
2025
Q4 | $2.16M | Sell |
16,734
-1,618
| -9% | -$218K | 0.03% | 336 |
|
|
2025
Q3 | $2.5M | Sell |
18,352
-1,054
| -5% | -$135K | 0.03% | 305 |
|
|
2025
Q2 | $2.32M | Sell |
19,406
-5,551
| -22% | -$622K | 0.03% | 303 |
|
|
2025
Q1 | $3.08M | Buy |
24,957
+1,257
| +5% | +$155K | 0.04% | 296 |
|
|
2024
Q4 | $2.7M | Buy |
23,700
+302
| +1% | +$38.4K | 0.04% | 266 |
|
|
2024
Q3 | $3.08M | Sell |
23,398
-157
| -0.7% | -$21.2K | 0.04% | 258 |
|
|
2024
Q2 | $3.33M | Sell |
23,555
-600
| -2% | -$88.8K | 0.05% | 247 |
|
|
2024
Q1 | $3.95M | Buy |
24,155
+971
| +4% | +$140K | 0.06% | 227 |
|
|
2023
Q4 | $3.09M | Buy |
23,184
+5,746
| +33% | +$687K | 0.05% | 269 |
|
|
2023
Q3 | $2.1M | Sell |
17,438
-661
| -4% | -$74.2K | 0.04% | 242 |
|
|
2023
Q2 | $1.73M | Buy |
18,099
+5,668
| +46% | +$551K | 0.03% | 277 |
|
|
2023
Q1 | $1.26M | Sell |
12,431
-36,896
| -75% | -$3.75M | 0.05% | 206 |
|
|
2022
Q4 | $5.13M | Buy |
49,327
+10,146
| +26% | +$1.04M | 0.19% | 104 |
|
|
2022
Q3 | $3.16M | Buy |
39,181
+6,728
| +21% | +$573K | 0.18% | 96 |
|
|
2022
Q2 | $2.66M | Buy |
+32,453
| New | +$3M | 0.16% | 109 |
|
|
2021
Q3 | – | Sell |
-3,220
| Closed | -$276K | – | 372 |
|
|
2021
Q2 | $276K | Buy |
+3,220
| New | +$272K | 0.02% | 318 |
|
|
2020
Q3 | – | Sell |
-1,648
| Closed | -$118K | – | 492 |
|
|
2020
Q2 | $118K | Sell |
1,648
-473
| -22% | -$33.5K | 0.01% | 264 |
|
|
2020
Q1 | $114K | Sell |
2,121
-147
| -6% | -$12K | 0.01% | 228 |
|
|
2019
Q4 | $253K | Buy |
2,268
+135
| +6% | +$15.2K | 0.03% | 180 |
|
|
2019
Q3 | $218K | Buy |
2,133
+104
| +5% | +$10.4K | 0.03% | 193 |
|
|
2019
Q2 | $190K | Buy |
2,029
+628
| +45% | +$56.3K | 0.03% | 175 |
|
|
2019
Q1 | $133K | Buy |
1,401
+71
| +5% | +$6.75K | 0.04% | 145 |
|
|
2018
Q4 | $115K | Sell |
1,330
-400
| -23% | -$39.1K | 0.04% | 132 |
|
|
2018
Q3 | $195K | Buy |
1,730
+286
| +20% | +$33.1K | 0.06% | 124 |
|
|
2018
Q2 | $162K | Sell |
1,444
-156
| -10% | -$17.5K | 0.07% | 132 |
|
|
2018
Q1 | $153K | Hold |
1,600
| – | – | 0.11% | 108 |
|
|
2017
Q4 | $162K | Buy |
+1,600
| New | +$152K | 0.12% | 106 |
|
Other funds holding PSX
VCM
VPM
Prime Capital Investment Advisors's PSX Position: Q2 2026 in Review
Prime Capital Investment Advisors reduced its Phillips 66 (PSX) stake by 0.42% in Q2 2026, selling an estimated $13.9K and leaving 19,009 shares worth $3.21M. The position accounts for 0.03% of the portfolio, ranked #307.
Prime Capital Investment Advisors first reported a position in PSX in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.13M in Q4 2022. 1,748 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Prime Capital Investment Advisors held 19,009 shares of Phillips 66 worth $3.21M as of Q2 2026.
- Prime Capital Investment Advisors sold 81 Phillips 66 shares in Q2 2026, an estimated $13.9K.
- Phillips 66 made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #307 holding.
- Prime Capital Investment Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 29 quarters since.
- Prime Capital Investment Advisors's Phillips 66 position peaked at $5.13M in Q4 2022.
- 1,748 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.