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Vicus Capital’s Phillips 66 PSX Stock Holding History

Vicus Capital’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 		$246K Buy
+1,352
New +$212K 0.02% 235
2024
Q2 		– Sell
-1,611
Closed -$263K – 293
2024
Q1 		$263K Buy
+1,611
New +$232K 0.02% 228
2023
Q4 		– Sell
-1,763
Closed -$212K – 247
2023
Q3 		$212K Buy
+1,763
New +$198K 0.02% 238
2019
Q3 		– Sell
-2,223
Closed -$208K – 237
2019
Q2 		$208K Sell
2,223
-474
-18% -$42.5K 0.03% 221
2019
Q1 		$257K Sell
2,697
-646
-19% -$61.4K 0.04% 200
2018
Q4 		$288K Buy
3,343
+196
+6% +$19.2K 0.05% 182
2018
Q3 		$355K Buy
3,147
+25
+0.8% +$2.89K 0.06% 172
2018
Q2 		$351K Buy
3,122
+10
+0.3% +$1.12K 0.06% 176
2018
Q1 		$298K Sell
3,112
-1,060
-25% -$103K 0.05% 197
2017
Q4 		$422K Sell
4,172
-153
-4% -$14.5K 0.07% 161
2017
Q3 		$396K Sell
4,325
-182
-4% -$15.4K 0.08% 160
2017
Q2 		$373K Sell
4,507
-247
-5% -$19.4K 0.08% 164
2017
Q1 		$377K Sell
4,754
-536
-10% -$43.2K 0.08% 162
2016
Q4 		$457K Sell
5,290
-2,045
-28% -$170K 0.1% 148
2016
Q3 		$591K Sell
7,335
-4,397
-37% -$342K 0.13% 126
2016
Q2 		$931K Buy
11,732
+1,947
+20% +$159K 0.23% 82
2016
Q1 		$847K Buy
9,785
+6,075
+164% +$494K 0.19% 83
2015
Q4 		$303K Buy
+3,710
New +$320K 0.08% 153

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vicus Capital's PSX Position: Q1 2026 in Review

Vicus Capital opened a new position in Phillips 66 (PSX) in Q1 2026: 1,352 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Vicus Capital previously reported a position in PSX as recently as Q1 2024.

Vicus Capital first reported a position in PSX in Q4 2015 and has held it in 18 quarters since. The position peaked at $931K in Q2 2016. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Vicus Capital held 1,352 shares of Phillips 66 worth $246K as of Q1 2026.
  • Phillips 66 was a new Vicus Capital position in Q1 2026.
  • Phillips 66 made up 0.02% of Vicus Capital's portfolio in Q1 2026, its #235 holding.
  • Vicus Capital first reported a position in Phillips 66 in Q4 2015 and has held it in 18 quarters since.
  • Vicus Capital's Phillips 66 position peaked at $931K in Q2 2016.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.