SageView Advisory Group’s Phillips 66 PSX Stock Holding History

SageView Advisory Group’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
2025 Q4	$222K	Buy	1,718 +25	+1%	+$3.37K	0.01%	562
2025 Q3	$230K	Buy	+1,693	New	+$217K	0.01%	591
2024 Q3	–	Sell	-2,389	Closed	-$337K	–	558
2024 Q2	$337K	Buy	+2,389	New	+$354K	0.02%	406
2024 Q1	–	Sell	-2,784	Closed	-$396K	–	735
2023 Q4	$396K	Buy	+2,784	New	+$333K	0.02%	444
2023 Q1	–	Sell	-2,337	Closed	-$243K	–	478
2022 Q4	$243K	Buy	+2,337	New	+$239K	0.02%	367

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's PSX Position: Q4 2025 in Review

SageView Advisory Group increased its Phillips 66 (PSX) stake by 1.5% in Q4 2025, buying an estimated $3.37K and bringing the position to 1,718 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #562.

SageView Advisory Group first reported a position in PSX in Q4 2022 and has held it in 5 quarters since. The position peaked at $396K in Q4 2023. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

SageView Advisory Group held 1,718 shares of Phillips 66 worth $222K as of Q4 2025.
SageView Advisory Group bought 25 Phillips 66 shares in Q4 2025, an estimated $3.37K.
Phillips 66 made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #562 holding.
SageView Advisory Group first reported a position in Phillips 66 in Q4 2022 and has held it in 5 quarters since.
SageView Advisory Group's Phillips 66 position peaked at $396K in Q4 2023.
1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.