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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
Q2 		$286K Buy
1,694
+342
+25% +$58.9K 0.02% 232
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 $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

Vicus Capital's PSX Position: Q2 2026 in Review

Vicus Capital increased its Phillips 66 (PSX) stake by 25% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,694 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #232.

Vicus Capital first reported a position in PSX in Q4 2015 and has held it in 19 quarters since. The position peaked at $931K in Q2 2016. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Vicus Capital held 1,694 shares of Phillips 66 worth $286K as of Q2 2026.
  • Vicus Capital bought 342 Phillips 66 shares in Q2 2026, an estimated $58.9K.
  • Phillips 66 made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #232 holding.
  • Vicus Capital first reported a position in Phillips 66 in Q4 2015 and has held it in 19 quarters since.
  • Vicus Capital's Phillips 66 position peaked at $931K in Q2 2016.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.