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Proficio Capital Partners’s Phillips 66 PSX Stock Holding History

Proficio Capital Partners’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 		$384K Buy
+2,273
New +$391K 0.01% 409
2025
Q2 		– Sell
-1,708
Closed -$211K – 466
2025
Q1 		$211K Buy
+1,708
New +$211K 0.02% 361
2019
Q3 		– Sell
-383
Closed -$36K – 1179
2019
Q2 		$36K Sell
383
-30
-7% -$2.69K 0.01% 486
2019
Q1 		$39K Sell
413
-21
-5% -$2K 0.01% 425
2018
Q4 		$37K Buy
434
+137
+46% +$13.4K 0.02% 375
2018
Q3 		$33K Sell
297
-12
-4% -$1.39K 0.01% 455
2018
Q2 		$35K Sell
309
-10
-3% -$1.12K 0.01% 449
2018
Q1 		$31K Buy
319
+53
+20% +$5.16K 0.01% 468
2017
Q4 		$27K Buy
266
+7
+3% +$665 0.01% 497
2017
Q3 		$24K Sell
259
-6
-2% -$508 0.01% 544
2017
Q2 		$23K Sell
265
-16
-6% -$1.26K 0.01% 570
2017
Q1 		$22K Buy
281
+266
+1,773% +$21.4K 0.01% 587
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1048
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1007
2016
Q2 		$1K Sell
15
-43
-74% -$3.51K ﹤0.01% 935
2016
Q1 		$5K Sell
58
-112
-66% -$9.1K ﹤0.01% 528
2015
Q4 		$14K Buy
+170
New +$14.7K 0.01% 234

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

Proficio Capital Partners's PSX Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 2,273 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in PSX as recently as Q1 2025.

Proficio Capital Partners first reported a position in PSX in Q4 2015 and has held it in 17 quarters since. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Proficio Capital Partners held 2,273 shares of Phillips 66 worth $384K as of Q2 2026.
  • Phillips 66 was a new Proficio Capital Partners position in Q2 2026.
  • Phillips 66 made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #409 holding.
  • Proficio Capital Partners first reported a position in Phillips 66 in Q4 2015 and has held it in 17 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.