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Sandy Cove Advisors’s Phillips 66 PSX Stock Holding History

Sandy Cove 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 		$365K Buy
2,159
+126
+6% +$21.7K 0.09% 110
2026
Q1 		$370K Buy
2,033
+102
+5% +$16K 0.11% 96
2025
Q4 		$249K Buy
1,931
+87
+5% +$11.7K 0.07% 120
2025
Q3 		$251K Buy
1,844
+19
+1% +$2.43K 0.08% 119
2025
Q2 		$218K Sell
1,825
-139
-7% -$15.6K 0.08% 117
2025
Q1 		$243K Buy
1,964
+131
+7% +$16.1K 0.1% 110
2024
Q4 		$209K Sell
1,833
-50
-3% -$6.36K 0.08% 122
2024
Q3 		$248K Buy
1,883
+11
+0.6% +$1.49K 0.1% 106
2024
Q2 		$264K Buy
1,872
+2
+0.1% +$296 0.12% 99
2024
Q1 		$305K Buy
1,870
+53
+3% +$7.64K 0.14% 95
2023
Q4 		$242K Sell
1,817
-272
-13% -$32.5K 0.12% 108
2023
Q3 		$251K Buy
+2,089
New +$234K 0.15% 102
2022
Q2 		– Sell
-1,546
Closed -$134K – 310
2022
Q1 		$134K Hold
1,546
– – 0.11% 106
2021
Q4 		$112K Buy
+1,546
New +$117K 0.09% 113

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

Sandy Cove Advisors's PSX Position: Q2 2026 in Review

Sandy Cove Advisors increased its Phillips 66 (PSX) stake by 6.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,159 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #110.

Sandy Cove Advisors first reported a position in PSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $370K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sandy Cove Advisors held 2,159 shares of Phillips 66 worth $365K as of Q2 2026.
  • Sandy Cove Advisors bought 126 Phillips 66 shares in Q2 2026, an estimated $21.7K.
  • Phillips 66 made up 0.09% of Sandy Cove Advisors's portfolio in Q2 2026, its #110 holding.
  • Sandy Cove Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 14 quarters since.
  • Sandy Cove Advisors's Phillips 66 position peaked at $370K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.