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U.S. Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History

U.S. Capital Wealth 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
Q1 		$4.22M Sell
23,182
-2,302
-9% -$361K 0.11% 218
2025
Q4 		$3.29M Buy
25,484
+6,757
+36% +$909K 0.09% 244
2025
Q3 		$2.55M Sell
18,727
-239
-1% -$30.6K 0.07% 276
2025
Q2 		$2.26M Sell
18,966
-1,113
-6% -$125K 0.07% 276
2025
Q1 		$2.48M Buy
20,079
+5,445
+37% +$671K 0.08% 251
2024
Q4 		$1.67M Buy
14,634
+855
+6% +$109K 0.05% 334
2024
Q3 		$1.81M Sell
13,779
-1,102
-7% -$149K 0.06% 262
2024
Q2 		$2.1M Sell
14,881
-9,122
-38% -$1.35M 0.08% 234
2024
Q1 		$3.92M Sell
24,003
-85,018
-78% -$12.3M 0.15% 145
2023
Q4 		$14.5M Sell
109,021
-1,232
-1% -$147K 0.58% 32
2023
Q3 		$13.2M Sell
110,253
-3,598
-3% -$404K 0.6% 34
2023
Q2 		$10.9M Buy
113,851
+3,878
+4% +$377K 0.52% 41
2023
Q1 		$11.1M Buy
109,973
+13,918
+14% +$1.42M 0.52% 36
2022
Q4 		$10M Buy
96,055
+673
+0.7% +$68.8K 0.46% 36
2022
Q3 		$7.7M Buy
95,382
+23,975
+34% +$2.04M 0.39% 50
2022
Q2 		$5.86M Buy
71,407
+28,410
+66% +$2.63M 0.26% 81
2022
Q1 		$3.71M Buy
42,997
+12,332
+40% +$1.04M 0.14% 160
2021
Q4 		$2.22M Buy
30,665
+11,834
+63% +$895K 0.09% 235
2021
Q3 		$1.32M Buy
+18,831
New +$1.36M 0.06% 331

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

U.S. Capital Wealth Advisors's PSX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Phillips 66 (PSX) stake by 9% in Q1 2026, selling an estimated $361K and leaving 23,182 shares worth $4.22M. The position accounts for 0.11% of the portfolio, ranked #218.

U.S. Capital Wealth Advisors first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q4 2023. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • U.S. Capital Wealth Advisors held 23,182 shares of Phillips 66 worth $4.22M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 2,302 Phillips 66 shares in Q1 2026, an estimated $361K.
  • Phillips 66 made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #218 holding.
  • U.S. Capital Wealth Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Phillips 66 position peaked at $14.5M in Q4 2023.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.