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J. Safra Sarasin Holding’s Phillips 66 PSX Stock Holding History

J. Safra Sarasin Holding’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 		$1.05M Hold
5,776
– – 0.02% 379
2026
Q1 		$1.05M Buy
5,776
+168
+3% +$26.3K 0.02% 283
2025
Q4 		$724K Buy
5,608
+733
+15% +$98.7K 0.01% 360
2025
Q3 		$663K Buy
4,875
+566
+13% +$72.5K 0.01% 385
2025
Q2 		$514K Buy
4,309
+50
+1% +$5.6K 0.01% 359
2025
Q1 		$526K Sell
4,259
-17,020
-80% -$2.1M 0.01% 413
2024
Q4 		$2.42M Buy
+21,279
New +$2.71M 0.04% 206

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

J. Safra Sarasin Holding's PSX Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Phillips 66 (PSX) position steady in Q2 2026 at 5,776 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #379.

J. Safra Sarasin Holding first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • J. Safra Sarasin Holding held 5,776 shares of Phillips 66 worth $1.05M as of Q2 2026.
  • J. Safra Sarasin Holding left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #379 holding.
  • J. Safra Sarasin Holding first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • J. Safra Sarasin Holding's Phillips 66 position peaked at $2.42M in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.