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
2026 Q2	$282K	Buy	1,669 +155	+10%	+$26.7K	0.01%	512
2026 Q1	$276K	Sell	1,514 -204	-12%	-$32K	0.01%	490
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's PSX Position: Q2 2026 in Review

SageView Advisory Group increased its Phillips 66 (PSX) stake by 10% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,669 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #512.

SageView Advisory Group first reported a position in PSX in Q4 2022 and has held it in 7 quarters since. The position peaked at $396K in Q4 2023. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

SageView Advisory Group held 1,669 shares of Phillips 66 worth $282K as of Q2 2026.
SageView Advisory Group bought 155 Phillips 66 shares in Q2 2026, an estimated $26.7K.
Phillips 66 made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #512 holding.
SageView Advisory Group first reported a position in Phillips 66 in Q4 2022 and has held it in 7 quarters since.
SageView Advisory Group's Phillips 66 position peaked at $396K in Q4 2023.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.