Sanders Morris Harris’s Phillips 66 PSX Stock Holding History

Sanders Morris Harris’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	–	Sell	-1,162	Closed	-$212K	–	232
2026 Q1	$212K	Buy	+1,162	New	+$182K	0.03%	264
2024 Q2	–	Sell	-1,312	Closed	-$214K	–	300
2024 Q1	$214K	Buy	+1,312	New	+$189K	0.04%	238
2020 Q2	–	Sell	-8,478	Closed	-$844K	–	185
2020 Q1	$844K	Buy	8,478 +33	+0.4%	+$2.69K	0.82%	33
2019 Q4	$932K	Hold	8,445	–	–	0.21%	117
2019 Q3	$836K	Hold	8,445	–	–	0.2%	102
2019 Q2	$795K	Buy	+8,445	New	+$758K	0.21%	105
2017 Q1	–	Sell	-2,325	Closed	-$201K	–	154
2016 Q4	$201K	Buy	+2,325	New	+$193K	0.09%	106
2016 Q3	–	Sell	-3,257	Closed	-$259K	–	209
2016 Q2	$259K	Sell	3,257 -29,315	-90%	-$2.39M	0.06%	191
2016 Q1	$2.82M	Buy	+32,572	New	+$2.65M	0.49%	40

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

Sanders Morris Harris's PSX Position: Q2 2026 in Review

Sanders Morris Harris sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,162 shares — an estimated $212K sold.

Sanders Morris Harris first reported a position in PSX in Q1 2016 and held it in 9 quarters. The position peaked at $2.82M in Q1 2016. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sanders Morris Harris reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 1,162 Phillips 66 shares in Q2 2026, an estimated $212K.
Sanders Morris Harris first reported a position in Phillips 66 in Q1 2016 and held it in 9 quarters.
Sanders Morris Harris's Phillips 66 position peaked at $2.82M in Q1 2016.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.