Vanguard Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History

Vanguard 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 Q2	$365K	Sell	2,156 -18	-0.8%	-$3.1K	0.25%	79
2026 Q1	$396K	Sell	2,174 -4,724	-68%	-$740K	0.37%	60
2025 Q4	$890K	Sell	6,898 -797	-10%	-$107K	0.71%	30
2025 Q3	$1.05M	Buy	7,695 +2,650	+53%	+$339K	0.84%	29
2025 Q2	$602K	Buy	5,045 +2,829	+128%	+$317K	0.6%	41
2025 Q1	$274K	Sell	2,216 -1,974	-47%	-$243K	0.33%	69
2024 Q4	$477K	Sell	4,190 -1,898	-31%	-$241K	0.52%	38
2024 Q3	$800K	Buy	6,088 +291	+5%	+$39.3K	0.84%	25
2024 Q2	$818K	Buy	5,797 +1,597	+38%	+$236K	0.55%	36
2024 Q1	$686K	Sell	4,200 -187	-4%	-$26.9K	0.48%	46
2023 Q4	$584K	Sell	4,387 -286	-6%	-$34.2K	0.47%	43
2023 Q3	$561K	Sell	4,673 -917	-16%	-$103K	0.52%	47
2023 Q2	$533K	Buy	5,590 +1,119	+25%	+$109K	0.48%	46
2023 Q1	$453K	Buy	4,471 +331	+8%	+$33.7K	0.45%	55
2022 Q4	$431K	Sell	4,140 -2,445	-37%	-$250K	0.5%	53
2022 Q3	$532K	Sell	6,585 -37	-0.6%	-$3.15K	0.65%	41
2022 Q2	$543K	Sell	6,622 -3,125	-32%	-$289K	0.61%	43
2022 Q1	$842K	Buy	9,747 +4,663	+92%	+$392K	0.6%	41
2021 Q4	$368K	Buy	5,084 +2,114	+71%	+$160K	0.26%	86
2021 Q3	$278	Sell	2,970 -486	-14%	-$35.2K	0.19%	106
2021 Q2	$296K	Buy	3,456 +12	+0.3%	+$1.01K	0.22%	104
2021 Q1	$276K	Sell	3,444 -1,598	-32%	-$125K	0.23%	95
2020 Q4	$355K	Buy	+5,042	New	+$296K	0.33%	86
2020 Q2	$259K	Buy	+3,608	New	+$255K	0.3%	86
2019 Q4	$339K	Buy	3,046 +1	+0%	+$112	0.35%	83
2019 Q3	$311K	Buy	3,045 +2	+0.1%	+$200	0.36%	85
2019 Q2	$284K	Buy	3,043 +2	+0.1%	+$179	0.34%	82
2019 Q1	$289K	Sell	3,041 -98	-3%	-$9.32K	0.36%	81
2018 Q4	$270K	Sell	3,139 -168	-5%	-$16.4K	0.4%	74
2018 Q3	$372K	Buy	3,307 +1	+0%	+$116	0.42%	66
2018 Q2	$371K	Buy	3,306 +2,703	+448%	+$304K	0.49%	69
2018 Q1	$312K	Sell	603 -2,724	-82%	-$265K	0.41%	73
2017 Q4	$337K	Buy	+3,327	New	+$316K	0.42%	71

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PSX Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its Phillips 66 (PSX) stake by 0.83% in Q2 2026, selling an estimated $3.1K and leaving 2,156 shares worth $365K. The position accounts for 0.25% of the portfolio, ranked #79.

Vanguard Capital Wealth Advisors first reported a position in PSX in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.05M in Q3 2025. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Vanguard Capital Wealth Advisors held 2,156 shares of Phillips 66 worth $365K as of Q2 2026.
Vanguard Capital Wealth Advisors sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
Phillips 66 made up 0.25% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Vanguard Capital Wealth Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 33 quarters since.
Vanguard Capital Wealth Advisors's Phillips 66 position peaked at $1.05M in Q3 2025.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.