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Sanctuary Advisors’s Phillips 66 PSX Stock Holding History

Sanctuary Advisors’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 		$13.7M Sell
81,320
-596
-0.7% -$103K 0.06% 318
2026
Q1 		$14.9M Sell
81,916
-868
-1% -$136K 0.08% 260
2025
Q4 		$10.7M Sell
82,784
-1,811
-2% -$244K 0.06% 329
2025
Q3 		$11.5M Sell
84,595
-14,135
-14% -$1.81M 0.07% 301
2025
Q2 		$11.8M Sell
98,730
-1,242
-1% -$139K 0.07% 281
2025
Q1 		$12.3M Sell
99,972
-3,512
-3% -$433K 0.09% 243
2024
Q4 		$12.5M Sell
103,484
-158
-0.2% -$20.1K 0.08% 264
2024
Q3 		$13.8M Sell
103,642
-6,489
-6% -$876K 0.09% 256
2024
Q2 		$16.7M Buy
+110,131
New +$16.3M 0.12% 173

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

Sanctuary Advisors's PSX Position: Q2 2026 in Review

Sanctuary Advisors reduced its Phillips 66 (PSX) stake by 0.73% in Q2 2026, selling an estimated $103K and leaving 81,320 shares worth $13.7M. The position accounts for 0.06% of the portfolio, ranked #318.

Sanctuary Advisors first reported a position in PSX in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.7M in Q2 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sanctuary Advisors held 81,320 shares of Phillips 66 worth $13.7M as of Q2 2026.
  • Sanctuary Advisors sold 596 Phillips 66 shares in Q2 2026, an estimated $103K.
  • Phillips 66 made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #318 holding.
  • Sanctuary Advisors first reported a position in Phillips 66 in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Phillips 66 position peaked at $16.7M in Q2 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.