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Atalanta Sosnoff Capital’s Phillips 66 PSX Stock Holding History

Atalanta Sosnoff 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 		$262K Sell
1,548
-980
-39% -$169K ﹤0.01% 105
2026
Q1 		$461K Buy
2,528
+163
+7% +$25.5K 0.01% 80
2025
Q4 		$305K Buy
+2,365
New +$318K 0.01% 98
2015
Q4 		– Sell
-9,455
Closed -$727K – 100
2015
Q3 		$727K Buy
+9,455
New +$751K 0.02% 82

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

Atalanta Sosnoff Capital's PSX Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its Phillips 66 (PSX) stake by 39% in Q2 2026, selling an estimated $169K and leaving 1,548 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Atalanta Sosnoff Capital first reported a position in PSX in Q3 2015 and has held it in 4 quarters since. The position peaked at $727K in Q3 2015. 2,093 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Atalanta Sosnoff Capital held 1,548 shares of Phillips 66 worth $262K as of Q2 2026.
  • Atalanta Sosnoff Capital sold 980 Phillips 66 shares in Q2 2026, an estimated $169K.
  • Phillips 66 made up ﹤0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #105 holding.
  • Atalanta Sosnoff Capital first reported a position in Phillips 66 in Q3 2015 and has held it in 4 quarters since.
  • Atalanta Sosnoff Capital's Phillips 66 position peaked at $727K in Q3 2015.
  • 2,093 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.