Patrick M. Sweeney & Associates
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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
Q3 		$636K Buy
2,493
+6
+0.2% +$1.37K 0.36% 69
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Patrick M. Sweeney & Associates's PSX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Phillips 66 (PSX) stake by 0.24% in Q3 2026, buying an estimated $1.37K and bringing the position to 2,493 shares worth $636K. The position accounts for 0.36% of the portfolio, ranked #69.

Patrick M. Sweeney & Associates first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,493 shares of Phillips 66 worth $636K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 6 Phillips 66 shares in Q3 2026, an estimated $1.37K.
  • Phillips 66 made up 0.36% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #69 holding.
  • Patrick M. Sweeney & Associates first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.