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Sagespring Wealth Partners’s Phillips 66 PSX Stock Holding History

Sagespring Wealth Partners’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 		$1.09M Buy
6,477
+45
+0.7% +$7.75K 0.02% 327
2026
Q1 		$1.17M Buy
6,432
+198
+3% +$31K 0.02% 285
2025
Q4 		$804K Buy
6,234
+382
+7% +$51.4K 0.01% 348
2025
Q3 		$796K Buy
5,852
+119
+2% +$15.2K 0.02% 347
2025
Q2 		$684K Buy
5,733
+1,601
+39% +$179K 0.01% 364
2025
Q1 		$510K Buy
4,132
+1,572
+61% +$194K 0.01% 386
2024
Q4 		$292K Buy
+2,560
New +$326K 0.01% 484

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's PSX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Phillips 66 (PSX) stake by 0.7% in Q2 2026, buying an estimated $7.75K and bringing the position to 6,477 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #327.

Sagespring Wealth Partners first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sagespring Wealth Partners held 6,477 shares of Phillips 66 worth $1.09M as of Q2 2026.
  • Sagespring Wealth Partners bought 45 Phillips 66 shares in Q2 2026, an estimated $7.75K.
  • Phillips 66 made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Sagespring Wealth Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Phillips 66 position peaked at $1.17M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.