PMSA
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Patrick M. Sweeney & Associates’s Phillips 66 PSX Stock Holding History

Patrick M. Sweeney & Associates’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 		$453K Buy
2,486
+2
+0.1% +$313 0.29% 86
2025
Q4 		$321K Buy
2,484
+76
+3% +$10.2K 0.2% 117
2025
Q3 		$327K Buy
2,408
+47
+2% +$6.02K 0.21% 115
2025
Q2 		$301K Buy
2,361
+397
+20% +$44.5K 0.21% 118
2025
Q1 		$243K Buy
1,964
+46
+2% +$5.67K 0.18% 134
2024
Q4 		$219K Hold
1,918
– – 0.16% 142
2024
Q3 		$252K Sell
1,918
-4
-0.2% -$540 0.19% 131
2024
Q2 		$271K Buy
1,922
+1
+0.1% +$148 0.22% 113
2024
Q1 		$314K Buy
1,921
+117
+6% +$16.9K 0.26% 94
2023
Q4 		$240K Buy
+1,804
New +$216K 0.22% 103

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

Patrick M. Sweeney & Associates's PSX Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Phillips 66 (PSX) stake by 0.08% in Q1 2026, buying an estimated $313 and bringing the position to 2,486 shares worth $453K. The position accounts for 0.29% of the portfolio, ranked #86.

Patrick M. Sweeney & Associates first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Patrick M. Sweeney & Associates held 2,486 shares of Phillips 66 worth $453K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 2 Phillips 66 shares in Q1 2026, an estimated $313.
  • Phillips 66 made up 0.29% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #86 holding.
  • Patrick M. Sweeney & Associates first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.