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Prosperity Capital Advisors’s Phillips 66 PSX Stock Holding History

Prosperity 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 		$670K Sell
3,964
-59
-1% -$10.2K 0.03% 241
2026
Q1 		$733K Sell
4,023
-481
-11% -$75.4K 0.04% 220
2025
Q4 		$581K Buy
4,504
+207
+5% +$27.9K 0.03% 232
2025
Q3 		$584K Buy
4,297
+79
+2% +$10.1K 0.03% 255
2025
Q2 		$503K Sell
4,218
-417
-9% -$46.7K 0.03% 259
2025
Q1 		$576K Buy
4,635
+402
+9% +$49.5K 0.05% 218
2024
Q4 		$482K Sell
4,233
-27,351
-87% -$3.48M 0.04% 225
2024
Q3 		$4.15M Sell
31,584
-643
-2% -$86.8K 0.35% 56
2024
Q2 		$4.55M Sell
32,227
-6,325
-16% -$936K 0.5% 35
2024
Q1 		$6.3M Buy
38,552
+1,171
+3% +$169K 0.75% 24
2023
Q4 		$4.98M Buy
37,381
+3,899
+12% +$466K 0.54% 29
2023
Q3 		$4.02M Buy
+33,482
New +$3.76M 0.53% 29

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

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

Prosperity Capital Advisors reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2026, selling an estimated $10.2K and leaving 3,964 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #241.

Prosperity Capital Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.3M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Prosperity Capital Advisors held 3,964 shares of Phillips 66 worth $670K as of Q2 2026.
  • Prosperity Capital Advisors sold 59 Phillips 66 shares in Q2 2026, an estimated $10.2K.
  • Phillips 66 made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #241 holding.
  • Prosperity Capital Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Prosperity Capital Advisors's Phillips 66 position peaked at $6.3M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.