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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
Q2 		$420K Buy
2,487
+1
+0% +$172 0.24% 103
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 $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

Patrick M. Sweeney & Associates's PSX Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Phillips 66 (PSX) stake by 0.04% in Q2 2026, buying an estimated $172 and bringing the position to 2,487 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #103.

Patrick M. Sweeney & Associates first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $453K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,487 shares of Phillips 66 worth $420K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.24% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #103 holding.
  • Patrick M. Sweeney & Associates first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Phillips 66 position peaked at $453K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.