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Prime Capital Investment Advisors’s Phillips 66 PSX Stock Holding History

Prime Capital Investment 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
2025
Q4 		– Sell
-200
Closed -$105 – 1086
2025
Q3 		$105 Buy
+200
New +$25.6K ﹤0.01% 1027

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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. 1,751 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.
  • 1,751 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.